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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 %
UWM
2051
USAdvisors Wealth Management
Minnesota
$204K -$1.82M -8,437 -90%
VCM
2052
Versant Capital Management
Arizona
$204K -$16.6K -77 -8%
CA
2053
Cortland Associates
Missouri
$203K +$203K +943 New
GWAG
2054
Garrett Wealth Advisory Group
Texas
$203K +$203K +940 New
VHAM
2055
Van Hulzen Asset Management
California
$203K +$203K +939 New
CFO
2056
CVA Family Office
Colorado
$202K – – –
LPFG
2057
Landing Point Financial Group
Ohio
$201K -$58.5K -271 -22%
NA
2058
Novus Advisors
South Carolina
$201K -$184K -853 -48%
PSFG
2059
Park Square Financial Group
Georgia
$201K +$8.63K +40 +4%
LCM
2060
Liberty Capital Management
Michigan
$200K +$200K +927 New
GA
2061
Gordian Advisors
Arizona
$200K +$200K +927 New
BCM
2062
Boreal Capital Management
Florida
$200K +$200K +925 New
MM
2063
Main Management
California
$199K – – –
CPA
2064
Compass Planning Associates
Massachusetts
$199K +$647 +3 +0.3%
NCM
2065
Northwest Capital Management
Oregon
$198K – – –
LFASL
2066
Lugano Financial Advisors SA (LFA)
Switzerland
$198K +$172K +795 +646%
RBC
2067
Roble Belko & Company
Pennsylvania
$197K +$20.1K +93 +11%
AFG
2068
Albion Financial Group
Utah
$196K – – –
AIM
2069
Anchor Investment Management
South Carolina
$194K +$33.9K +157 +21%
RAM
2070
Riggs Asset Management
Pennsylvania
$188K -$5.23M -24,238 -97%
HDIM
2071
Hanson & Doremus Investment Management
Vermont
$188K +$43.3K +200 +30%
FRA
2072
Front Row Advisors
California
$187K +$123K +570 +192%
CICI
2073
Capital Investment Counsel Inc
North Carolina
$187K +$20.3K +94 +12%
MJRIC
2074
Mogy Joel R Investment Counsel
California
$185K -$31.3K -145 -15%
WSCM
2075
Wellington Shields Capital Management
New York
$184K +$184K +853 New
81 82
83
84 85