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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 %
MAS
1576
Madden Advisory Services
Florida
$477K +$52.9K +245 +12%
PF
1577
Penney Financial
Texas
$475K – – –
CTA
1578
Chesley Taft & Associates
Illinois
$475K +$46.2K +214 +11%
SWA
1579
Sax Wealth Advisors
New Jersey
$474K -$112K -519 -19%
OP
1580
ORG Partners
Indiana
$472K +$164K +750 +53%
KBFS
1581
Kohmann Bosshard Financial Services
Ohio
$469K -$1.3K -6 -0.3%
QFW
1582
QTR Family Wealth
Florida
$468K -$20.5K -95 -4%
MWM
1583
Mascoma Wealth Management
New Hampshire
$468K -$63.9K -296 -12%
MRP
1584
Measured Risk Portfolios
California
$466K +$12.5K +58 +3%
HP
1585
Holistic Planning
Texas
$463K +$42.7K +198 +10%
Luther King Capital Management (LKCM)
1586
Luther King Capital Management (LKCM)
Texas
$461K -$463K – –
LA
1587
LM Advisors
California
$460K -$30.7K -142 -6%
SWP
1588
Significant Wealth Partners
Illinois
$459K -$63.7K -295 -12%
SWG
1589
Summit Wealth Group
Vermont
$459K +$459K +2,126 New
CAM
1590
Costello Asset Management
Pennsylvania
$459K – – –
SC
1591
Saiph Capital
New Jersey
$459K +$67.5K +313 +17%
SC
1592
Sapient Capital
Indiana
$459K -$14.5K -67 -3%
MWP
1593
Madison Wealth Partners
Wisconsin
$458K +$5.61K +26 +1%
UCB
1594
United Community Bank
South Carolina
$457K -$118K -546 -20%
CFP
1595
Cypress Financial Planning
New Jersey
$457K +$24.2K +112 +6%
PAWA
1596
Palo Alto Wealth Advisors
California
$456K +$1.08K +5 +0.2%
UWPG
1597
Ullmann Wealth Partners Group
Florida
$456K +$23.3K +108 +5%
KCM
1598
KRS Capital Management
Michigan
$455K -$11.9K -55 -3%
TAM
1599
Trillium Asset Management
Massachusetts
$454K – – –
BWM
1600
BNC Wealth Management
Oregon
$454K -$1.64M -7,600 -78%
62 63
64
65 66