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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 %
FMP
2101
Financial Management Professionals
Texas
$141K +$109K +505 +344%
GWSG
2102
GPS Wealth Strategies Group
Colorado
$139K -$13.2K -61 -9%
SIS
2103
Sound Income Strategies
Florida
$138K +$61.1K +283 +80%
CSC
2104
Caldwell Sutter Capital
California
$137K -$19.2K -89 -12%
RF
2105
Roxbury Financial
New Jersey
$137K +$30.8K +143 +29%
AWM
2106
Aberdeen Wealth Management
Illinois
$136K +$136K +630 New
PWA
2107
Physician Wealth Advisors
Utah
$133K +$432 +2 +0.3%
CWM
2108
Crowley Wealth Management
Delaware
$133K – – –
CFD
2109
Creative Financial Designs
Indiana
$132K -$54.4K -252 -29%
CNBTD
2110
Citizens National Bank Trust Department
Mississippi
$129K -$31.3K -145 -19%
FLFS
2111
Family Legacy Financial Solutions
North Carolina
$129K +$129K +597 New
AG
2112
AmeriFlex Group
Nevada
$128K +$31.9K +148 +33%
ACM
2113
Ananym Capital Management
New York
$126K -$240K -1,110 -65%
AW
2114
Avion Wealth
Texas
$125K -$9.5K -44 -7%
DFC
2115
DB Fitzpatrick & Co
Idaho
$125K -$432 -2 -0.3%
GWANC
2116
Guardian Wealth Advisors (North Carolina)
North Carolina
$123K +$12.5K +58 +11%
PP
2117
Pacifica Partners
Canada
$123K -$6.46K -30 -5%
DWM
2118
Darwin Wealth Management
Florida
$123K +$16.4K +76 +15%
HWA
2119
HHM Wealth Advisors
Tennessee
$120K +$2.37K +11 +2%
WA
2120
WPG Advisers
Maryland
$120K – – –
CWM
2121
Centricity Wealth Management
Ohio
$119K – – –
HFS
2122
Hantz Financial Services
Michigan
$119K -$193K -893 -62%
PMAM
2123
Picton Mahoney Asset Management
Ontario, Canada
$119K -$8.66K -40 -7%
MFA
2124
Morling Financial Advisors
California
$118K -$122K -565 -51%
PWMG
2125
Private Wealth Management Group
New Jersey
$118K – – –
83 84
85
86 87