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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 %
DBRC
1701
D.B. Root & Company
Pennsylvania
$374K +$65.2K +302 +21%
PAS
1702
Professional Advisory Services
Florida
$374K – – –
LA
1703
Latitude Advisors
Florida
$374K – – –
TFA
1704
TPG Financial Advisors
Oregon
$373K +$373K +1,730 New
TVM
1705
True Vision MN
Minnesota
$373K -$216 -1 -0.1%
AG
1706
Advocate Group
Minnesota
$370K – – –
ACA
1707
Atlas Capital Advisors
Wyoming
$370K -$5.18K -24 -1%
SA
1708
Strategic Advisors
New York
$370K -$261K -1,211 -41%
PPW
1709
Pasadena Private Wealth
California
$367K – – –
SCM
1710
Sterling Capital Management
North Carolina
$367K +$2.16K +10 +0.6%
VIA
1711
Vickerman Investment Advisors
Washington
$366K -$56.5K -262 -13%
EI
1712
Ellevest Inc
New York
$366K -$4.53K -21 -1%
NFSG
1713
Newbridge Financial Services Group
Florida
$366K -$65.8K -305 -15%
1WA
1714
180 Wealth Advisors
Washington
$366K +$26.8K +124 +8%
AMCA
1715
Arthur M. Cohen & Associates
Illinois
$365K – – –
NI
1716
Natural Investments
California
$365K +$57.1K +265 +19%
SCA
1717
St. Clair Advisors
Ohio
$365K -$206K -953 -36%
SFG
1718
Sage Financial Group
Pennsylvania
$364K -$93K -431 -20%
WA
1719
Wealthstar Advisors
Texas
$363K -$18.1K -84 -5%
CAM
1720
Clark Asset Management
New Hampshire
$363K +$121K +563 +50%
ZIC
1721
ZWJ Investment Counsel
Georgia
$361K -$1.3K -6 -0.4%
BI
1722
BFI Infinity
Switzerland
$361K -$1.1M -5,094 -75%
LI
1723
LMCG Investments
Massachusetts
$360K -$17.9K -83 -5%
PK
1724
Pflug Koory
Nebraska
$359K – – –
DP
1725
Denver PWM
Colorado
$358K -$125K -580 -26%
67 68
69
70 71