IWM icon

iShares Russell 2000 ETF

2,387 hedge funds and large institutions have $65.7B invested in iShares Russell 2000 ETF in 2025 Q3 according to their latest regulatory filings, with 218 funds opening new positions, 789 increasing their positions, 949 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

4.29% less ownership

Funds ownership: 98.81%94.51% (-4.3%)

17% less repeat investments, than reductions

Existing positions increased: 789 | Existing positions reduced: 949

59% less call options, than puts

Call options by funds: $51.4B | Put options by funds: $126B

Holders
2,387
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
160
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$51.4B
Puts
$126B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
2001
Traynor Capital Management
Pennsylvania
$261K
EHC
2002
Everett Harris & Co
California
$260K
WTB
2003
Washington Trust Bank
Washington
$260K
EE
2004
EWG Elevate
California
$258K
TWG
2005
The Wealth Group
Minnesota
$257K
NA
2006
Nestegg Advisors
New York
$257K
ME
2007
McIlrath & Eck
Washington
$257K
GA
2008
GoalVest Advisory
New York
$257K
CWM
2009
Cabot Wealth Management
Massachusetts
$256K
PFA
2010
Pathway Financial Advisors
Vermont
$255K
FPW
2011
Flywheel Private Wealth
California
$254K
PWM
2012
Palacios Wealth Management
Florida
$254K
MSG
2013
Main Street Group
Virginia
$254K
CIP
2014
Capital Insight Partners
Arizona
$254K
GIM
2015
Guild Investment Management
California
$254K
GAA
2016
Global Assets Advisory
Florida
$254K
COI
2017
Connable Office Inc
Michigan
$253K
LFA
2018
Lauterbach Financial Advisors
Texas
$251K
AWM
2019
Ariadne Wealth Management
California
$251K
PNAA
2020
Pictet North America Advisors
Switzerland
$251K
SWM
2021
Shakespeare Wealth Management
Wisconsin
$251K
MF
2022
Manuka Financial
Virginia
$250K
BT
2023
Banque Transatlantique
France
$250K
APW
2024
Austin Private Wealth
Texas
$249K
AIA
2025
Armor Investment Advisors
North Carolina
$248K