IWM icon

iShares Russell 2000 ETF

2,408 hedge funds and large institutions have $65.8B invested in iShares Russell 2000 ETF in 2025 Q3 according to their latest regulatory filings, with 219 funds opening new positions, 796 increasing their positions, 959 reducing their positions, and 116 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: $ → $

4.12% less ownership

Funds ownership: 98.85%94.73% (-4.1%)

17% less repeat investments, than reductions

Existing positions increased: 796 | Existing positions reduced: 959

59% less call options, than puts

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

Holders
2,408
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
161
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
FPW
2026
Flywheel Private Wealth
California
$254K
PWM
2027
Palacios Wealth Management
Florida
$254K
MSG
2028
Main Street Group
Virginia
$254K
CIP
2029
Capital Insight Partners
Arizona
$254K
GIM
2030
Guild Investment Management
California
$254K
GAA
2031
Global Assets Advisory
Florida
$254K
COI
2032
Connable Office Inc
Michigan
$253K
LFA
2033
Lauterbach Financial Advisors
Texas
$251K
AWM
2034
Ariadne Wealth Management
California
$251K
PNAA
2035
Pictet North America Advisors
Switzerland
$251K
SWM
2036
Shakespeare Wealth Management
Wisconsin
$251K
MF
2037
Manuka Financial
Virginia
$250K
BT
2038
Banque Transatlantique
France
$250K
APW
2039
Austin Private Wealth
Texas
$249K
AIA
2040
Armor Investment Advisors
North Carolina
$248K
IPWA
2041
International Private Wealth Advisors
California
$247K
FWM
2042
Focused Wealth Management
New York
$247K
FWM
2043
FSA Wealth Management
Massachusetts
$245K
UIM
2044
Unified Investment Management
Georgia
$245K
PBO
2045
Peoples Bank (Ohio)
Ohio
$245K
SBF
2046
Sara-Bay Financial
Florida
$245K
SIAG
2047
Safeguard Investment Advisory Group
California
$244K
EWM
2048
Elevatus Welath Management
New York
$244K
RPCONE
2049
Retirement Planning Company of New England
Rhode Island
$243K
WSCM
2050
Wellington Shields Capital Management
New York
$243K