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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 %
BMCM
2076
Burns Matteson Capital Management
New York
$182K -$1.51K -7 -0.8%
OPTFSNA
2077
Old Point Trust & Financial Services N A
Virginia
$181K – – –
MHR
2078
Matthew Hamilton Rosenberg
$179K +$4.96K +23 +3%
CLOS
2079
Compagnie Lombard Odier SCmA
Switzerland
$177K -$64.3K -298 -27%
FCG
2080
Financial Connections Group
California
$174K -$2.16K -10 -1%
CCMI
2081
Creative Capital Management Investments
California
$174K – – –
ETS
2082
ESL Trust Services
New York
$174K -$3.24K -15 -2%
SMFG
2083
Sumitomo Mitsui Financial Group
Japan
$172K -$22K -102 -11%
Harris Associates
2084
Harris Associates
Illinois
$169K +$53.9K +250 +47%
RP
2085
Rice Partnership
Hawaii
$167K -$1.73K -8 -1%
AIA
2086
Angeles Investment Advisors
California
$164K +$164K +759 New
PPC
2087
Park Place Capital
Alabama
$164K -$33.4K -153 -17%
BL
2088
BFSG LLC
California
$162K – – –
PSB
2089
Piscataqua Savings Bank
New Hampshire
$158K +$89.1K +413 +129%
HNW
2090
High Note Wealth
Minnesota
$158K -$1.51K -7 -0.9%
PFG
2091
Premier Financial Group
California
$156K +$156K +695 New
HWM
2092
Horizons Wealth Management
North Carolina
$154K +$35.8K +166 +30%
A
2093
Allianz
Germany
$153K +$112K +518 +271%
WAG
2094
Windsor Advisory Group
Ohio
$152K -$147K -680 -49%
DWS
2095
Dynamic Wealth Strategies
California
$151K +$1.94K +9 +1%
MSWA
2096
Marshall & Sterling Wealth Advisors
New York
$151K +$216 +1 +0.1%
QT
2097
Quantbot Technologies
New York
$151K -$4.24M -19,657 -97%
WTFG
2098
Wood Tarver Financial Group
Idaho
$149K -$30.7K -143 -17%
APW
2099
Atlantic Private Wealth
North Carolina
$148K +$36.5K +169 +33%
VWM
2100
Vermillion Wealth Management
Minnesota
$145K +$431 +2 +0.3%
82 83
84
85 86