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
31.18%
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 %
KAS
126
Kestra Advisory Services
Texas
$43.3M +$3.99M +18,475 +10%
QGA
127
Q Global Advisors
Texas
$43.2M -$3.19M -14,780 -7%
WANY
128
Wealthspire Advisors (New York)
New York
$42.9M -$8.19M -37,974 -16%
FMI
129
Factory Mutual Insurance
Massachusetts
$42M – – –
PGFC
130
Peapack-Gladstone Financial Corp
New Jersey
$41.6M -$3.41M -15,800 -8%
Simplex Trading
131
Simplex Trading
Illinois
$41.6M +$41.6M +192,597 New
PAG
132
Private Advisor Group
New Jersey
$41.5M +$953K +4,414 +2%
SC
133
Savant Capital
Illinois
$41M -$2.44M -11,285 -6%
Belvedere Trading
134
Belvedere Trading
Illinois
$39.8M -$3.42M -15,853 -8%
Prudential Financial
135
Prudential Financial
New Jersey
$39.7M +$3.23M +14,974 +9%
MML Investors Services
136
MML Investors Services
Massachusetts
$39.6M +$951K +4,405 +2%
HNB
137
Huntington National Bank
Ohio
$39.5M -$36.9M – –
Capstone Investment Advisors
138
Capstone Investment Advisors
New York
$39.4M -$3.04M -14,089 -7%
DWM
139
Dakota Wealth Management
Florida
$39.4M -$1.65M -7,641 -4%
WA
140
Waverly Advisors
Alabama
$39.2M +$2.06M +9,551 +6%
UB
141
UMB Bank
Missouri
$38.6M +$4.77M +22,085 +14%
AHC
142
Anderson Hoagland & Co
Missouri
$38.5M +$71.9K +333 +0.2%
TRCT
143
Tower Research Capital (TRC)
New York
$38.1M +$8.38M +38,812 +28%
SYBT
144
Stock Yards Bank & Trust
Kentucky
$37.8M +$251K +1,163 +0.7%
MWM
145
Modera Wealth Management
New Jersey
$37.7M -$1.31M -6,048 -3%
AIFS
146
A&I Financial Services
Colorado
$36.7M +$291K +1,349 +0.8%
GJL
147
Gendell Jeffrey L
$36.7M +$36.7M +170,000 New
PA
148
Parkside Advisors
California
$36.3M +$271K +1,256 +0.8%
IWM
149
IHT Wealth Management
Illinois
$35.5M +$451K +2,092 +1%
Lido Advisors
150
Lido Advisors
California
$34.9M +$2.12M +9,838 +6%
4 5
6
7 8