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 %
PWM
1476
Penobscot Wealth Management
Maine
$581K +$236K +1,093 +68%
GSWM
1477
Golden State Wealth Management
California
$581K +$87.2K +404 +18%
CFCI
1478
Comprehensive Financial Consultants Institutional
Indiana
$581K +$581K +2,693 New
TDC
1479
Thompson Davis & Co
Virginia
$579K -$44.7K -207 -7%
VT
1480
Vise Technologies
New York
$577K +$577K +2,676 New
DWP
1481
Destiny Wealth Partners
Florida
$576K +$9.28K +43 +2%
EFG
1482
Everhart Financial Group
Ohio
$576K -$123K -568 -18%
EIP
1483
Ellis Investment Partners
Pennsylvania
$576K +$88.2K +409 +18%
CA
1484
CGN Advisors
Kansas
$572K -$11.7K -54 -2%
EP
1485
Edgestream Partners
New Jersey
$572K -$6.47K -30 -1%
WWM
1486
Woodside Wealth Management
Massachusetts
$572K -$75.5K -350 -12%
CAM
1487
Congress Asset Management
Massachusetts
$572K +$572K +2,650 New
SWMG
1488
Sard Wealth Management Group
Georgia
$571K -$82K -380 -13%
DIA
1489
Dana Investment Advisors
Wisconsin
$570K -$56.1K -260 -9%
FMN
1490
Financial Management Network
California
$570K +$223 +1 +0%
BFAG
1491
Blackston Financial Advisory Group
Florida
$568K -$222K -1,030 -28%
GVCM
1492
Global View Capital Management
Wisconsin
$563K +$563K +2,608 New
AFA
1493
Antonelli Financial Advisors
Michigan
$562K – – –
SCM
1494
Shelton Capital Management
Colorado
$562K +$64.5K +299 +13%
CCP
1495
Clarkston Capital Partners
Michigan
$561K – – –
LA
1496
Lynch & Associates
Indiana
$561K – – –
FCCM
1497
First City Capital Management
Georgia
$560K -$25.5K -118 -4%
RA
1498
RoundAngle Advisors
New Jersey
$560K -$62.1K -288 -10%
AHC
1499
Adell Harriman & Carpenter
Texas
$558K -$109K -503 -16%
SFP
1500
Shepherd Financial Partners
Massachusetts
$558K -$21.4K -99 -4%
58 59
60
61 62