We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF

2,429 hedge funds and large institutions have $65.9B invested in iShares Russell 2000 ETF in 2025 Q3 according to their latest regulatory filings, with 222 funds opening new positions, 799 increasing their positions, 964 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 222 | Existing positions closed: 114

6% more funds holding in top 10

Funds holding in top 10: 152161 (+9)

3% more funds holding

Funds holding: 2,3622,429 (+67)

4% more capital invested

Capital invested by funds: $63.4B → $65.9B (+$2.51B)

4.12% less ownership

Funds ownership: 98.99%94.87% (-4.1%)

17% less repeat investments, than reductions

Existing positions increased: 799 | Existing positions reduced: 964

59% less call options, than puts

Call options by funds: $51.4B | Put options by funds: $126B

Holders
2,429
Holders Change
+67
Holders Change %
+2.84%
% of All Funds
31.88%
Holding in Top 10
161
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5.92%
% of All Funds
2.11%
New
222
Increased
799
Reduced
964
Closed
114
Calls
$51.4B
Puts
$126B
Net Calls
-$74.4B
Net Calls Change
-$18.9B
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$47.6M -$125K -543 -0.3%
MML Investors Services
127
MML Investors Services
Massachusetts
$46.6M +$2.1M +9,169 +5%
SC
128
Savant Capital
Illinois
$45.5M -$278K -1,213 -0.6%
PGFC
129
Peapack-Gladstone Financial Corp
New Jersey
$45.4M -$1.16M -5,046 -3%
WA
130
Waverly Advisors
Alabama
$45M +$1.06M +4,607 +3%
SYBT
131
Stock Yards Bank & Trust
Kentucky
$44.3M +$1.75M +7,618 +4%
SIG
132
Senator Investment Group
New York
$44M +$41.8M +182,000 New
AHC
133
Anderson Hoagland & Co
Missouri
$43.9M +$662K +2,883 +2%
UB
134
UMB Bank
Missouri
$43.6M +$322K +1,404 +0.8%
HNB
135
Huntington National Bank
Ohio
$42.6M
Prudential Financial
136
Prudential Financial
New Jersey
$42.5M -$1.96M -8,521 -5%
Qube Research & Technologies (QRT)
137
Qube Research & Technologies (QRT)
United Kingdom
$42.4M +$40.2M +175,418 New
5NCM
138
59 North Capital Management
Texas
$42.2M -$181M -789,128 -82%
Allspring Global Investments
139
Allspring Global Investments
North Carolina
$41.7M +$29.9M +130,287 +314%
AIFS
140
A&I Financial Services
Colorado
$41.2M -$78.7K -343 -0.2%
Blackstone Inc
141
Blackstone Inc
New York
$40.6M +$18.7M +81,712 +95%
MWM
142
Modera Wealth Management
New Jersey
$40.4M -$1.72M -7,497 -4%
Lido Advisors
143
Lido Advisors
California
$40.4M +$1.17M +5,078 +3%
DWM
144
Dakota Wealth Management
Florida
$40M -$3.87M -16,880 -9%
Neuberger Berman Group
145
Neuberger Berman Group
New York
$39.9M +$3.01M +13,101 +9%
AQR Capital Management
146
AQR Capital Management
Connecticut
$39.7M +$8.9M +38,772 +31%
IWM
147
IHT Wealth Management
Illinois
$39.7M -$164K -713 -0.4%
GG
148
Greenwood Gearhart
Arkansas
$39.6M +$543K +2,365 +1%
AAM
149
Alphadyne Asset Management
New York
$39.3M +$36.1M +157,514 +3,277%
OMC
150
Old Mission Capital
Illinois
$38.8M -$93.5M -407,403 -72%

IWM Hedge Fund Activity: Q3 2025 in Review

2,429 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q3 2025, worth a combined $65.9B — up 4% from $63.4B a quarter earlier.

Buyers outnumbered sellers: 222 funds opened new IWM positions and 114 closed out — a net gain of 108 holders — while 799 added to existing stakes and 964 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $451M. The largest seller was Goldman Sachs, cutting an estimated $1.57B.

  • 2,429 institutional investors held iShares Russell 2000 ETF (IWM) as of Q3 2025, up from 2,362 in Q2 2025.
  • Funds reported $65.9B of iShares Russell 2000 ETF stock for Q3 2025, up 4% quarter-over-quarter.
  • 222 funds opened new iShares Russell 2000 ETF positions in Q3 2025 and 114 closed out, a net change of +108 holders.
  • The largest iShares Russell 2000 ETF buyer in Q3 2025 was Royal Bank of Canada, an estimated $451M added.
  • The largest iShares Russell 2000 ETF seller in Q3 2025 was Goldman Sachs, an estimated $1.57B sold.

Based on aggregated 13F filings for Q3 2025.