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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 %
WAG
1501
Winthrop Advisory Group
Massachusetts
$557K -$65.8K -305 -11%
FNC
1502
First National Corp
Massachusetts
$557K -$509K -2,357 -48%
DWM
1503
Dynasty Wealth Management
Florida
$556K +$28K +130 +5%
SSW
1504
Smith Shellnut Wilson
Mississippi
$555K -$247K -1,145 -31%
UFAC
1505
Urban Financial Advisory Corp
Illinois
$553K -$2.16K -10 -0.4%
RWM
1506
Ritholtz Wealth Management
New York
$550K -$43.4K -201 -7%
JBW
1507
Journey Beyond Wealth
Georgia
$546K – – –
OSNBOA
1508
Old Second National Bank of Aurora
Illinois
$546K – – –
FRA
1509
Frank Rimerman Advisors
California
$545K -$13.8K -64 -2%
WPP
1510
Whalerock Point Partners
Rhode Island
$545K -$430K -1,994 -44%
LCS
1511
Levin Capital Strategies
New York
$544K +$544K +2,523 New
GPA
1512
Garrison Point Advisors
California
$544K +$5.18K +24 +1%
FPGK
1513
Financial Partners Group (Kansas)
Kansas
$543K +$16K +74 +3%
FAM
1514
Flaharty Asset Management
Florida
$542K -$55.2K -256 -9%
WCM
1515
Winthrop Capital Management
Indiana
$541K – – –
PP
1516
Postrock Partners
Oregon
$541K -$1.44M -6,682 -73%
OFS
1517
OneAscent Financial Services
Alabama
$540K -$126K -580 -19%
SFC
1518
Strategic Financial Concepts
Texas
$538K -$153K -710 -22%
SIMG
1519
Sonora Investment Management Group
Arizona
$538K – – –
FPB
1520
First PREMIER Bank
South Dakota
$537K +$39.3K +182 +8%
BFIM
1521
Beese Fulmer Investment Management
Ohio
$537K – – –
CNTOF
1522
Canandaigua National Trust of Florida
New York
$537K -$3.02K -14 -0.6%
CF
1523
Cantor Fitzgerald
New York
$536K +$133K +616 +33%
ECAM
1524
East Coast Asset Management
Massachusetts
$536K – – –
PMFA
1525
Plante Moran Financial Advisors
Michigan
$535K -$21.6K -100 -4%
59 60
61
62 63