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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 %
GHA
2026
GW Henssler & Associates
Georgia
$214K +$214K +991 New
CMMS
2027
Comprehensive Money Management Services
Florida
$213K +$213K +985 New
CTC
2028
Cetera Trust Company
Minnesota
$211K +$87.4K +405 +71%
ACM
2029
Arcataur Capital Management
Wisconsin
$211K +$211K +978 New
LWMNY
2030
Landmark Wealth Management (New York)
New York
$211K +$211K +977 New
JPWM
2031
Jamison Private Wealth Management
Georgia
$210K +$210K +973 New
RCM
2032
Requisite Capital Management
Texas
$210K +$210K +973 New
IWS
2033
Integrity Wealth Solutions
Colorado
$210K -$361K -1,673 -63%
MSA
2034
Marathon Strategic Advisors
Pennsylvania
$209K +$209K +970 New
JCM
2035
Jag Capital Management
Missouri
$209K -$38.4K -178 -16%
SF
2036
SWP Financial
California
$208K +$208K +966 New
TAM
2037
TCP Asset Management
Ohio
$208K +$208K +965 New
TMWM
2038
Taylor & Morgan Wealth Management
Michigan
$208K +$208K +964 New
MAV
2039
Mason & Associates (Virginia)
Virginia
$207K -$161K -745 -44%
FH
2040
Financial Harvest
Florida
$207K +$207K +958 New
AW
2041
Alteri Wealth
California
$207K +$207K +958 New
LWM
2042
Luminvest Wealth Management
Arizona
$206K +$206K +924 New
MCM
2043
Monarch Capital Management
Indiana
$206K +$206K +954 New
SA
2044
Shilanski & Associates
Alaska
$205K +$205K +951 New
CCP
2045
Cushing Capital Partners
Wisconsin
$205K +$205K +950 New
SFP
2046
SwitchPoint Financial Planning
Utah
$205K +$205K +949 New
GSEP
2047
Golden State Equity Partners
California
$204K +$204K +948 New
VH
2048
Visionary Horizons
Tennessee
$204K +$204K +947 New
KAS
2049
KPP Advisory Services
Kentucky
$204K +$204K +946 New
CF
2050
Copperwynd Financial
Arizona
$204K +$204K +946 New
80 81
82
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