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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 %
NA
1926
Nestegg Advisors
New York
$257K +$648 +3 +0.3%
BB
1927
Berkshire Bank
Massachusetts
$255K – – –
WAM
1928
Worth Asset Management
Texas
$255K +$255K +1,180 New
CB
1929
CNB Bank
Pennsylvania
$254K -$183K -850 -42%
GCP
1930
Gill Capital Partners
Colorado
$254K +$36K +167 +17%
MSG
1931
Main Street Group
Virginia
$254K +$43.6K +202 +21%
MIM
1932
Macroview Investment Management
Maryland
$253K -$64.1K -297 -20%
WAOTB
1933
Wealth Advisors of Tampa Bay
Florida
$253K – – –
BA
1934
Bluesphere Advisors
Pennsylvania
$253K -$57K -264 -18%
AEPWM
1935
Atlantic Edge Private Wealth Management
Florida
$252K -$75.5K -350 -23%
FPCG
1936
Forum Private Client Group
Indiana
$252K -$216 -1 -0.1%
CPC
1937
Consolidated Planning Corp
Georgia
$251K – – –
KW
1938
KWB Wealth
California
$251K – – –
VAMG
1939
Voisard Asset Management Group
Michigan
$251K – – –
QHA
1940
Quarry Hill Advisors
Minnesota
$250K – – –
GAA
1941
Global Assets Advisory
Florida
$250K -$664K -3,046 -73%
AOWM
1942
Alpha Omega Wealth Management
Virginia
$248K – – –
SWGC
1943
Summit Wealth Group (Colorado)
Colorado
$248K +$248K +1,150 New
WCM
1944
Wealthcare Capital Management
Virginia
$248K -$216 -1 -0.1%
BT
1945
Banque Transatlantique
France
$247K +$247K +1,146 New
GGS
1946
Galvin Gaustad & Stein
Arizona
$247K – – –
AWP
1947
Axis Wealth Partners
Rhode Island
$246K -$24K -111 -9%
GWS
1948
Glassman Wealth Services
Virginia
$246K -$16.8K -78 -6%
TCM
1949
TruNorth Capital Management
Michigan
$246K – – –
JAG
1950
Journey Advisory Group
Kentucky
$245K +$2.81K +13 +1%
76 77
78
79 80