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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
31.18%
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 %
SSWM
1676
Smith Salley Wealth Management
North Carolina
$391K +$172K +797 +79%
GIA
1677
GHP Investment Advisors
Colorado
$391K +$432 +2 +0.1%
TWPM
1678
Total Wealth Planning & Management
Florida
$390K – – –
RMP
1679
Richards, Merrill & Peterson
Washington
$389K – – –
CCM
1680
Collar Capital Management
Wisconsin
$389K +$6.47K +30 +2%
DA
1681
Detalus Advisors
Missouri
$388K – – –
QC
1682
Quent Capital
New York
$388K -$55.9K -259 -13%
WPA
1683
West Paces Advisors
Georgia
$387K -$3.45K -16 -0.9%
LBC
1684
Leigh Baldwin & Co
New York
$387K +$11.4K +53 +3%
NIM
1685
Northeast Investment Management
Massachusetts
$386K -$15.1K -70 -4%
HFS
1686
Heritage Financial Services
Massachusetts
$385K +$8.2K +38 +2%
TCM
1687
Tassel Capital Management
North Carolina
$385K +$156K +725 +68%
AWP
1688
Abacus Wealth Partners
California
$383K – – –
WC
1689
Waterloo Capital
Texas
$382K +$382K +1,768 New
FDCP
1690
Foster Dykema Cabot & Partners
Massachusetts
$380K – – –
EWA
1691
Encompass Wealth Advisors
Oregon
$380K +$647 +3 +0.2%
CNBOF
1692
City National Bank of Florida
Florida
$380K +$20.9K +97 +6%
FFM
1693
Flagstone Financial Management
Nebraska
$379K -$1.51K -7 -0.4%
PFG
1694
Pacific Financial Group
Washington
$379K -$7.55K -35 -2%
VMMC
1695
V.M. Manning & Co
South Carolina
$379K +$379K +1,611 New
RS
1696
Rakuten Securities
Japan
$379K -$14.9K -69 -4%
CCA
1697
Conservest Capital Advisors
Pennsylvania
$379K -$6.9K -32 -2%
ZIG
1698
Zullo Investment Group
Pennsylvania
$378K +$432 +2 +0.1%
FG
1699
Fiduciary Group
Georgia
$378K +$37.3K +173 +11%
RC
1700
Roundview Capital
New Jersey
$375K -$6.47K -30 -2%
66 67
68
69 70