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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 %
JC
2001
JB Capital
Connecticut
$226K +$226K +1,045 New
APW
2002
Austin Private Wealth
Texas
$225K +$225K +1,041 New
LFA
2003
Lauterbach Financial Advisors
Texas
$224K – – –
TCM
2004
Traynor Capital Management
Pennsylvania
$224K -$26.8K -123 -11%
PNAA
2005
Pictet North America Advisors
Switzerland
$224K – – –
CCP
2006
Cassia Capital Partners
North Carolina
$223K – – –
MF
2007
Manuka Financial
Virginia
$223K -$14.5K -67 -6%
IIA
2008
Integrity Investment Advisors
Colorado
$223K +$647 +3 +0.3%
MIFH
2009
Migdal Insurance & Financial Holdings
Israel
$221K -$230K -1,065 -51%
FWM
2010
FSA Wealth Management
Massachusetts
$220K -$5.4K -25 -2%
JLBC
2011
J.L. Bainbridge & Co
Florida
$219K – – –
DWM
2012
Destination Wealth Management
California
$219K +$2.16K +10 +1%
FGC
2013
Financial Gravity Companies
Texas
$219K +$219K +1,015 New
UIM
2014
Unified Investment Management
Georgia
$219K – – –
WMP
2015
Wealth Management Partners
Arizona
$218K +$218K +993 New
CCMG
2016
Clark Capital Management Group
Pennsylvania
$218K -$289K -1,337 -57%
MSCM
2017
McElhenny Sheffield Capital Management
Texas
$218K -$268K -1,244 -55%
OBWG
2018
Onyx Bridge Wealth Group
New York
$218K -$30.4K -141 -12%
JWS
2019
Juncture Wealth Strategies
Arizona
$218K -$74.4K -345 -25%
PWM
2020
PBMares Wealth Management
Virginia
$216K -$13.8K -64 -6%
BFM
2021
Boothbay Fund Management
New York
$216K +$216K +1,000 New
1W
2022
1776 Wealth
Georgia
$216K +$216K +1,000 New
TC
2023
Tenret Company
Florida
$216K +$216K +1,000 New
KMWM
2024
Keudell/Morrison Wealth Management
Oregon
$216K +$216K +999 New
WSWA
2025
Warren Street Wealth Advisors
California
$215K +$215K +997 New
79 80
81
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