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 %
AIS
1526
American Investment Services
Massachusetts
$535K -$167K -772 -24%
IWN
1527
Independent Wealth Network
Iowa
$534K +$13.4K +62 +3%
RMAM
1528
Raab & Moskowitz Asset Management
New Jersey
$534K – – –
FC
1529
Forte Capital
New York
$533K – – –
PWP
1530
Principle Wealth Partners
Connecticut
$532K +$29.6K +137 +6%
MA
1531
Marquette Associates
Illinois
$532K +$465K +2,156 +702%
CWP
1532
Cyndeo Wealth Partners
Florida
$531K -$23.1K -107 -4%
CSA
1533
Cornerstone Select Advisors
Missouri
$529K -$33K -153 -6%
HPM
1534
Hoxton Planning & Management
West Virginia
$529K -$9.71K -45 -2%
BMC
1535
Beaton Management Company
Massachusetts
$528K – – –
MP
1536
Moment Partners
California
$528K -$10.6M -49,022 -95%
BSB
1537
Bangor Savings Bank
Maine
$527K -$1.73K -8 -0.3%
SCM
1538
SOL Capital Management
Maryland
$527K -$90.6K -420 -15%
BMWM
1539
Brown Miller Wealth Management
Virginia
$525K -$80.9K -375 -13%
BEAM
1540
Baker Ellis Asset Management
Washington
$520K -$37.8K -175 -7%
BAAM
1541
Baker Avenue Asset Management
California
$519K -$51.4K -238 -9%
RFS
1542
Richardson Financial Services
Massachusetts
$518K +$472K +2,164 +1,026%
MC
1543
McCarthy & Cox
Ohio
$516K -$50.7K -235 -9%
TCBWMS
1544
Texas Capital Bank Wealth Management Services
Texas
$515K -$1.87M -8,663 -78%
WWP
1545
Wise Wealth Partners
Arizona
$513K +$215K +996 +72%
HWM
1546
Hohimer Wealth Management
Washington
$513K – – –
AI
1547
Arvest Investments
Arkansas
$511K +$24.4K +113 +5%
MMHP
1548
Murphy Middleton Hinkle & Parker
Georgia
$508K – – –
TA
1549
TFG Advisers
Michigan
$508K +$1.08K +5 +0.2%
VFG
1550
V2 Financial group
Illinois
$507K +$431 +2 +0.1%
60 61
62
63 64