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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 %
AWM
1951
Ariadne Wealth Management
California
$245K – – –
SAS
1952
Spurstone Advisory Services
Connecticut
$244K – – –
SPWM
1953
Straight Path Wealth Management
Michigan
$244K – – –
PA
1954
Persium Advisors
Georgia
$244K +$244K +1,129 New
MSFS
1955
Main Street Financial Solutions
Pennsylvania
$243K -$298K -1,381 -55%
RMA
1956
Roffman Miller Associates
Pennsylvania
$243K – – –
NPAN
1957
Northeast Planning Associates NH
New Hampshire
$243K – – –
SIAG
1958
Safeguard Investment Advisory Group
California
$243K +$243K +1,126 New
BSSFA
1959
Baron Silver Stevens Financial Advisors
Florida
$242K – – –
FG
1960
Fairman Group
Pennsylvania
$242K -$1.73K -8 -0.7%
RFW
1961
Rainier Family Wealth
Washington
$242K – – –
NRI
1962
NFP Retirement Inc
California
$241K -$21.6K -100 -8%
VPP
1963
Vertex Planning Partners
Illinois
$241K +$431 +2 +0.2%
BO
1964
Bank OZK
Arkansas
$240K +$240K +1,114 New
SWA
1965
Strategies Wealth Advisors
Michigan
$240K -$157K -729 -40%
LWMM
1966
Legacy Wealth Management (Mississippi)
Mississippi
$240K -$184K -851 -43%
SFG
1967
Stonebridge Financial Group
Pennsylvania
$238K +$6.47K +30 +3%
PFG
1968
Prosperity Financial Group
California
$238K -$8.63K -40 -3%
RWS
1969
Retirement Wealth Solutions
Wisconsin
$238K +$22.2K +103 +10%
AAG
1970
Armstrong Advisory Group
Massachusetts
$238K -$107K -498 -31%
NFA
1971
Northern Financial Advisors
Michigan
$237K +$431 +2 +0.2%
BFA
1972
Beaumont Financial Advisors
Massachusetts
$235K – – –
PP
1973
PDS Planning
Ohio
$235K – – –
ACI
1974
Alpha Cubed Investments
California
$234K +$234K +1,085 New
ODIJL
1975
One Day In July LLC
Vermont
$234K +$234K +1,083 New
77 78
79
80 81