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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 %
HPIA
2176
Hamilton Point Investment Advisors
North Carolina
$69.7K – – –
HWP
2177
Highline Wealth Partners
California
$69.2K +$2.37K +11 +4%
AWM
2178
Abound Wealth Management
Tennessee
$68.8K -$2.37K -11 -3%
TPWA
2179
Twin Peaks Wealth Advisors
California
$68.5K +$68.5K +302 New
CAL
2180
Capital Advisors Ltd
Ohio
$68K – – –
KA
2181
Kozak & Associates
Colorado
$66.2K +$224 +1 +0.3%
SHIM
2182
Stone House Investment Management
Pennsylvania
$66.1K +$215 +1 +0.3%
BL
2183
Balentine LLC
Georgia
$65.4K – – –
DCM
2184
Discovery Capital Management
Connecticut
$65.2K +$65.2K +302 New
PP
2185
PFS Partners
New Jersey
$64.7K +$6.47K +30 +11%
VWWMG
2186
Vermillion & White Wealth Management Group
Pennsylvania
$61.3K – – –
RF
2187
Rossby Financial
Florida
$60.9K -$1.51K -7 -2%
HC
2188
Hoese & Co
Minnesota
$59.3K +$48.6K +225 +450%
CFS
2189
CGC Financial Services
Oregon
$58.3K – – –
RTC
2190
Riverview Trust Company
Washington
$58K – – –
SFC
2191
SYM Financial Corp
Indiana
$57.4K -$21.6K -100 -27%
HFM
2192
Hartford Financial Management
Connecticut
$55.7K – – –
TTIC
2193
Tower Trust & Investment Company
Iowa
$53.9K – – –
CAM
2194
Creekmur Asset Management
Illinois
$52.7K +$2.37K +11 +5%
RJA
2195
Ross\Johnson & Associates
Minnesota
$52.5K +$432 +2 +0.8%
MDA
2196
Minot DeBlois Advisors
Massachusetts
$51.4K +$12.3K +57 +31%
VWA
2197
VSM Wealth Advisory
Maryland
$50.7K – – –
MIA
2198
MeadowBrook Investment Advisors
Michigan
$50.5K – – –
CFP
2199
Comprehensive Financial Planning
Pennsylvania
$50.4K -$67.7K -314 -57%
ACA
2200
American Capital Advisory
Idaho
$49.6K -$18.6K -86 -27%
86 87
88
89 90