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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 %
RTC
1601
Real Talk Capital
Tennessee
$453K – – –
TCM
1602
Tran Capital Management
California
$451K +$216 +1 +0%
PFA
1603
Plotkin Financial Advisors
Maryland
$449K -$216 -1 -0%
CFGW
1604
Chancellor Financial Group WB
Pennsylvania
$447K -$226K -1,047 -34%
SPF
1605
South Plains Financial
Texas
$447K – – –
RFA
1606
Rollins Financial Advisors
New York
$447K +$81.6K +378 +22%
YWM
1607
Yukon Wealth Management
Kansas
$444K +$1.3K +6 +0.3%
LA
1608
LexAurum Advisors
Kansas
$444K – – –
AFG
1609
ABLE Financial Group
Arizona
$444K -$95.6K -443 -18%
BPWM
1610
BCS Private Wealth Management
New Jersey
$443K +$443K +2,051 New
CSIC
1611
Clifford Swan Investment Counsel
California
$443K -$21.6K -100 -5%
PIA
1612
Pinion Investment Advisors
Kansas
$442K +$442K +2,046 New
NAS
1613
Nicolet Advisory Services
Wisconsin
$441K +$58.5K +272 +15%
AIC
1614
Argus Investors Counsel
New York
$440K -$1.51K -7 -0.3%
SFG
1615
Sovereign Financial Group
Connecticut
$440K +$12.5K +58 +3%
MAG
1616
Mayfair Advisory Group
Alabama
$438K -$3.75K -17 -0.8%
FCM
1617
Fourpath Capital Management
Oklahoma
$438K – – –
VIM
1618
Vista Investment Management
Pennsylvania
$437K – – –
GCM
1619
Gables Capital Management
Florida
$437K +$14K +65 +3%
SA
1620
Sovran Advisors
California
$436K -$56K -253 -11%
TPW
1621
Talon Private Wealth
Florida
$435K -$86.7K -402 -17%
WG
1622
Welch Group
Alabama
$435K +$119K +551 +38%
KAM
1623
KEB Asset Management
Illinois
$434K – – –
SM
1624
Sabby Management
Florida
$432K -$4.12M -19,114 -91%
CAAS
1625
Capital Asset Advisory Services
Michigan
$430K -$76.5K -351 -15%
63 64
65
66 67