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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 %
SIA
1551
SeaBridge Investment Advisors
New Jersey
$505K – – –
NFC
1552
Northstar Financial Companies
Pennsylvania
$504K +$159K +738 +46%
PAM
1553
PVG Asset Management
Colorado
$503K +$238K +1,101 +89%
OAS
1554
Optivise Advisory Services
Tennessee
$503K +$20.1K +93 +4%
RFG
1555
RFP Financial Group
Georgia
$501K -$5.83K -27 -1%
RIA
1556
Retirement Investment Advisors
Oklahoma
$500K -$12.9K -60 -3%
BIM
1557
Baldwin Investment Management
Pennsylvania
$499K -$108K -500 -18%
HIG
1558
Heritage Investment Group
Florida
$499K -$432 -2 -0.1%
JJBC
1559
James J. Burns & Company
New York
$498K -$216 -1 -0%
BG
1560
Bellevue Group
Switzerland
$496K – – –
CPCM
1561
Cardinal Point Capital Management
Ontario, Canada
$492K +$492K +2,280 New
SSW
1562
Stone Summit Wealth
Florida
$491K – – –
CTWM
1563
Cherry Tree Wealth Management
Minnesota
$491K – – –
AWA
1564
Amplius Wealth Advisors
Pennsylvania
$491K +$43.2K +200 +10%
AWA
1565
ARQ Wealth Advisors
Arizona
$490K – – –
BHWM
1566
Bar Harbor Wealth Management
New Hampshire
$487K -$10.8K -50 -2%
WFAG
1567
Wescott Financial Advisory Group
Pennsylvania
$484K +$46.4K +215 +11%
VPIM
1568
Vanguard Personalized Indexing Management
California
$483K +$483K +2,238 New
CWP
1569
Concord Wealth Partners
Virginia
$482K +$29.8K +138 +7%
CAMV
1570
Concord Asset Management (Virginia)
Virginia
$482K +$482K +2,234 New
KWA
1571
Kondo Wealth Advisors
California
$480K -$11.3K -52 -2%
SIC
1572
Samalin Investment Counsel
New York
$480K +$7.34K +34 +2%
PCM
1573
Parsons Capital Management
Rhode Island
$479K – – –
MCP
1574
Mirador Capital Partners
California
$479K -$99.5K -461 -17%
RA
1575
Rise Advisors
New York
$478K +$35.6K +165 +8%
61 62
63
64 65