IWM icon

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 %
SAM
1726
S.A. Mason
Michigan
$358K – – –
TNA
1727
True North Advisors
Texas
$357K – – –
AFS
1728
AFG Fiduciary Services
Massachusetts
$357K -$37.7K -173 -10%
IAA
1729
Independent Advisor Alliance
North Carolina
$357K +$98K +454 +38%
TI
1730
Truepoint Inc
Ohio
$356K – – –
QPWM
1731
Quadrant Private Wealth Management
Pennsylvania
$356K -$3.24K -15 -0.9%
NC
1732
North Capital
Utah
$355K -$32.2K -149 -8%
FCC
1733
Flower City Capital
New York
$355K +$216 +1 +0.1%
MFG
1734
Midwest Financial Group
Kansas
$354K -$66.7K -309 -16%
RIS
1735
Retirement Income Solutions
Michigan
$354K -$27K -125 -7%
BOH
1736
Bank of Hawaii
Hawaii
$353K – – –
FLP
1737
Financial Life Planners
Arizona
$353K -$2.33M -10,802 -87%
WCA
1738
Westover Capital Advisors
Delaware
$352K – – –
RWM
1739
Rockwood Wealth Management
Pennsylvania
$351K – – –
IAG
1740
Investmark Advisory Group
Connecticut
$349K +$14.2K +66 +4%
SFFS
1741
Stonehage Fleming Financial Services
Jersey
$349K +$23.3K +108 +7%
SAS
1742
Stelac Advisory Services
New York
$349K -$348K -1,612 -50%
TF
1743
Tenon Financial
New Jersey
$348K – – –
CD
1744
Chapin Davis
Maryland
$348K +$6.47K +30 +2%
HI
1745
Harrington Investments
California
$347K – – –
HCM
1746
Howland Capital Management
Massachusetts
$347K -$115K -534 -25%
XWM
1747
Xcel Wealth Management
Florida
$347K -$2.59K -12 -0.7%
B
1748
Birchbrook
Maine
$346K +$151K +701 +78%
FF
1749
Friedenthal Financial
New Jersey
$345K -$2.81K -13 -0.8%
MPM
1750
Meritage Portfolio Management
Kansas
$345K -$79.2K -367 -19%
68 69
70
71 72