IWM icon

iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,326 hedge funds and large institutions have $63.2B invested in iShares Russell 2000 ETF in 2025 Q2 according to their latest regulatory filings, with 196 funds opening new positions, 728 increasing their positions, 998 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,326
Holders Change
-6
Holders Change %
-0.26%
% of All Funds
31.17%
Holding in Top 10
149
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-8.59%
% of All Funds
2%
New
196
Increased
728
Reduced
998
Closed
155
Calls
$60.8B
Puts
$116B
Net Calls
-$55.5B
Net Calls Change
+$7.07B

Top Buyers

1
Holocene Advisors
Holocene Advisors
New York
+$1.23B
2
Bank of America
Bank of America
North Carolina
+$985M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$461M
4
DCP
Durable Capital Partners
Maryland
+$288M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$269M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.15B
2
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$760M
3
Goldman Sachs
Goldman Sachs
New York
-$696M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$668M
5
Morgan Stanley
Morgan Stanley
New York
-$512M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
1426
JNBA Financial Advisors
Minnesota
$645K -$3.24K -15 -0.5%
EW
1427
Elyxium Wealth
California
$644K -$88.5K -410 -12%
HCM
1428
Horrell Capital Management
Arkansas
$644K – – –
CCG
1429
Coastwise Capital Group
California
$643K -$46.4K -215 -7%
SWM
1430
SeaCrest Wealth Management
New York
$642K -$44K -204 -6%
NCM
1431
NCM Capital Management
New Jersey
$641K -$205K -951 -24%
PPWM
1432
Paragon Private Wealth Management
Kentucky
$640K +$298K +1,380 +87%
SVWG
1433
Shared Vision Wealth Group
United States
$640K -$59K -269 -8%
HPM
1434
Hudson Portfolio Management
New York
$639K -$14.5K -67 -2%
TIA
1435
Tiemann Investment Advisors
California
$639K – – –
CAC
1436
Certified Advisory Corp
Florida
$638K +$2.37K +11 +0.4%
FFS
1437
Founders Financial Securities
Maryland
$635K +$54.4K +252 +9%
LI
1438
LRI Investments
Florida
$635K +$141K +652 +28%
NCM
1439
Narwhal Capital Management
Georgia
$634K +$5.4K +25 +0.9%
ZIM
1440
Zacks Investment Management
Illinois
$633K -$447K -2,071 -41%
KA
1441
Kovack Advisors
Florida
$633K +$55.2K +256 +10%
SB
1442
Strategic Blueprint
Georgia
$633K -$41.9K -194 -6%
TC
1443
TAGStone Capital
North Carolina
$632K -$3.09K -14 -0.5%
BP
1444
BBR Partners
New York
$631K -$23.5K -109 -4%
MKC
1445
M. Kraus & Co
Vermont
$631K – – –
CIA
1446
Capital Investment Advisors
Georgia
$628K -$148K -684 -19%
MWA
1447
Midland Wealth Advisors
Illinois
$627K -$472K -2,188 -43%
SIC
1448
Shoker Investment Counsel
Ohio
$624K +$624K +2,893 New
IWM
1449
Integris Wealth Management
California
$624K – – –
QCM
1450
QRG Capital Management
Illinois
$623K -$93.2K -432 -13%
56 57
58
59 60