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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 %
BAM
1776
Byrne Asset Management
New Jersey
$331K -$383K -1,919 Closed
PCM
1777
Presidio Capital Management
California
$331K +$24K +111 +8%
CST
1778
Charles Schwab Trust
Nevada
$331K +$331K +1,535 New
EA
1779
Eclectic Associates
California
$331K -$21.6K -100 -6%
GAM
1780
Gemmer Asset Management
California
$331K – – –
HR
1781
Howe & Rusling
New York
$330K -$5.18K -24 -2%
MFGM
1782
Marshall Financial Group (Maryland)
Maryland
$329K – – –
HNWAG
1783
High Net Worth Advisory Group
Florida
$329K +$24.8K +115 +8%
UAG
1784
United Advisor Group
Ohio
$328K +$328K +1,522 New
LCWP
1785
Legacy Capital Wealth Partners
Arkansas
$328K -$217K -1,006 -40%
GWA
1786
Genesis Wealth Advisors
Massachusetts
$326K -$5.4K -25 -2%
RC
1787
Rovin Capital
Arizona
$326K -$16.8K -78 -5%
GSAM
1788
Grant Street Asset Management
Pennsylvania
$326K +$8.85K +41 +3%
TWP
1789
Triad Wealth Partners
Kansas
$325K +$325K +1,507 New
SPC
1790
Spirepoint Private Client
Florida
$325K – – –
BIM
1791
Breakwater Investment Management
Washington
$325K – – –
NPA
1792
Nichols & Pratt Advisers
Massachusetts
$324K -$45.3K -210 -12%
SFO
1793
Stokes Family Office
Louisiana
$324K – – –
GWA
1794
Gutierrez Wealth Advisory
Arkansas
$322K +$322K +1,494 New
RI
1795
Rinkey Investments
California
$321K +$321K +1,486 New
GPA
1796
Guidance Point Advisors
Massachusetts
$320K -$3.24K -15 -1%
SSA
1797
SSA Swiss Advisors
$320K -$114K -505 -26%
AMBIA
1798
Allen Mooney & Barnes Investment Advisors
Georgia
$317K +$432 +2 +0.1%
GCM
1799
G2 Capital Management
Ohio
$317K +$317K +1,469 New
DF
1800
Dunhill Financial
United Kingdom
$317K +$21.6K +100 +7%
70 71
72
73 74