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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 %
KIG
1826
Kessler Investment Group
Indiana
$303K +$3.45K +16 +1%
Fayez Sarofim & Co
1827
Fayez Sarofim & Co
Texas
$303K – – –
CWM
1828
Castle Wealth Management
Florida
$301K -$648 -3 -0.2%
SIC
1829
Sterling Investment Counsel
New York
$301K +$301K +1,394 New
FZCM
1830
Flynn Zito Capital Management
New York
$301K +$53.9K +250 +22%
WWM
1831
Wolff Wiese Magana
California
$300K +$7.55K +35 +3%
SAM
1832
Smartleaf Asset Management
Massachusetts
$300K -$6.46K -30 -2%
SAM
1833
Seelaus Asset Management
New Jersey
$299K – – –
IDBONY
1834
Israel Discount Bank of New York
New York
$299K -$20.7K -96 -6%
PCA
1835
Prosperity Capital Advisors
Ohio
$299K +$299K +1,384 New
HAS
1836
HBW Advisory Services
California
$298K -$9.71K -45 -3%
SWM
1837
SK Wealth Management
Rhode Island
$298K -$238K -1,065 -44%
ISFAN
1838
Investor's Fiduciary Advisor Network
Washington
$297K -$11.8K -55 -4%
WIC
1839
WealthBridge Investment Counsel
Alberta, Canada
$297K – – –
LFG
1840
Lockerman Financial Group
California
$295K +$295K +1,369 New
BOSSRA
1841
B.O.S.S. Retirement Advisors
Utah
$294K -$147K -683 -33%
BST
1842
Bath Savings Trust
Maine
$293K -$4.96K -23 -2%
LSPW
1843
Lake Street Private Wealth
Illinois
$293K -$516K -2,389 -64%
BF
1844
Blankinship & Foster
California
$292K -$16.8K -78 -5%
RPCA
1845
Running Point Capital Advisors
California
$292K – – –
SP
1846
Stablepoint Partners
Massachusetts
$292K -$5.83K -27 -2%
ATC
1847
Adirondack Trust Company
New York
$291K -$19K -88 -6%
IFA
1848
Interactive Financial Advisors
Illinois
$290K – – –
IPW
1849
Impact Partnership Wealth
Georgia
$290K -$49K -227 -14%
HW
1850
HORAN Wealth
Ohio
$290K +$290K +1,343 New
72 73
74
75 76