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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 %
CT
2151
Clearstead Trust
Maine
$94.7K +$19.4K +90 +26%
TCM
2152
TD Capital Management
Tennessee
$91.4K -$13.4K -62 -13%
OW
2153
Olistico Wealth
Oklahoma
$91.3K – – –
BG
2154
Bollard Group
Massachusetts
$91K +$215 +1 +0.2%
MIM
2155
MTM Investment Management
South Carolina
$88.3K – – –
GJIA
2156
Glass Jacobson Investment Advisors
Maryland
$87.2K -$98.2K -455 -53%
WIM
2157
Westside Investment Management
California
$86.3K – – –
SC
2158
Skylands Capital
Wisconsin
$86.3K – – –
CSPIA
2159
Cary Street Partners Investment Advisory
Virginia
$83.9K +$2.59K +12 +3%
HC
2160
Hurley Capital
New York
$82K – – –
FFA
2161
Founders Financial Alliance
North Carolina
$81.4K -$5.83K -27 -7%
JEST
2162
JTC Employer Solutions Trustee
Jersey
$81K – – –
BI
2163
Binnacle Investments
Iowa
$80.9K – – –
CIA
2164
Cape Investment Advisory
Georgia
$80.1K +$15.1K +70 +23%
WSC
2165
Wellington Shields & Co
New York
$80.1K +$80.1K +371 New
EWM
2166
EPG Wealth Management
Georgia
$77.7K -$248K -1,147 -76%
CIM
2167
Contravisory Investment Management
Massachusetts
$77.3K +$5.4K +25 +8%
CCG
2168
Ceeto Capital Group
Florida
$76K – – –
PCFFS
2169
Pacific Center for Financial Services
California
$75.7K – – –
MMCM
2170
Murphy & Mullick Capital Management
New York
$73.4K +$15.1K +70 +26%
W
2171
WealthCollab
Washington
$72.7K – – –
SC
2172
Stephens Consulting
Michigan
$72.3K -$41.4K -192 -36%
AAMA
2173
Advanced Asset Management Advisors
Ohio
$71.4K +$2.37K +11 +3%
KPP
2174
Kings Path Partners
Texas
$71.2K – – –
NOI
2175
Newton One Investments
Delaware
$70.6K – – –
85 86
87
88 89