IWM icon

iShares Russell 2000 ETF

2,332 hedge funds and large institutions have $61.9B invested in iShares Russell 2000 ETF in 2025 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 766 increasing their positions, 1,061 reducing their positions, and 248 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,332
Holders Change
-165
Holders Change %
-6.61%
% of All Funds
31.68%
Holding in Top 10
163
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-19.7%
% of All Funds
2.21%
New
136
Increased
766
Reduced
1,061
Closed
248
Calls
$45.2B
Puts
$108B
Net Calls
-$62.5B
Net Calls Change
+$1.54B
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
2126
Private Wealth Management Group
New Jersey
$109K
HWM
2127
Horizons Wealth Management
North Carolina
$109K
PFA
2128
Pillar Financial Advisors
Kentucky
$108K
BWL
2129
Bogart Wealth LLC
Virginia
$108K -$997 -5 -0.9%
Harris Associates
2130
Harris Associates
Illinois
$106K +$106K +533 New
RF
2131
Roxbury Financial
New Jersey
$106K +$52.6K +245 +99%
TC
2132
Trust Company
Kansas
$105K
SC
2133
Stephens Consulting
Michigan
$105K
FFA
2134
Frazier Financial Advisors
Ohio
$104K -$6.58K -33 -6%
APW
2135
Atlantic Private Wealth
North Carolina
$103K
GWANC
2136
Guardian Wealth Advisors (North Carolina)
North Carolina
$102K -$7.77K -39 -7%
IF
2137
Integrity Financial
Wyoming
$102K -$4.39K -22 -4%
WAS
2138
Winch Advisory Services
Wisconsin
$99.8K +$200 +1 +0.2%
KHC
2139
Koesten Hirschmann & Crabtree
Kansas
$99.7K
CYG
2140
Clean Yield Group
Vermont
$99.7K
MTIM
2141
Marathon Trading Investment Management
Pennsylvania
$99.7K +$99.7K +500 New
ADL
2142
Asset Dedication LLC
California
$98.9K -$2.59K -13 -3%
MAFA
2143
MJT & Associates Financial Advisory
Minnesota
$98.5K +$98.5K +494 New
TCM
2144
TD Capital Management
Tennessee
$96.9K +$199 +1 +0.2%
CWM
2145
Consultiva Wealth Management
Puerto Rico
$96.5K +$45.7K +229 +90%
FPF
2146
First Pacific Financial
Washington
$93.4K -$29.5K -148 -24%
LWA
2147
Lowe Wealth Advisors
Maryland
$89.5K -$1.4K -7 -2%
AG
2148
AmeriFlex Group
Nevada
$89K -$199 -1 -0.2%
HBW
2149
Hazlett, Burt & Watson
West Virginia
$88K -$22.9K -115 -21%
M
2150
MOTCO
Texas
$87.2K