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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,323 hedge funds and large institutions have $63.2B invested in iShares Russell 2000 ETF in 2025 Q2 according to their latest regulatory filings, with 193 funds opening new positions, 728 increasing their positions, 998 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,323
Holders Change
-10
Holders Change %
-0.43%
% 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
193
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
1
Holocene Advisors
New York
$1.23B
2
Bank of America
2
Bank of America
North Carolina
$8.02B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.76B
4
DCP
4
Durable Capital Partners
Maryland
$560M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$1.05B

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$902M
2
Tudor Investment Corp
2
Tudor Investment Corp
Connecticut
$46.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.73B
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.04B
5
Morgan Stanley
5
Morgan Stanley
New York
$4.5B
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
201
Clearstead Advisors
Ohio
$20.5M -$752K -3,485 -4%
MFIM
202
Mesirow Financial Investment Management
Illinois
$20.4M +$8.2K +38 +0%
NA
203
NewEdge Advisors
Louisiana
$20.3M -$3.34M -15,461 -14%
P
204
&Partners
Tennessee
$20.2M +$69.4K +322 +0.3%
SW
205
SteelPeak Wealth
California
$20.2M +$2.17M +10,051 +12%
HCM
206
Hengehold Capital Management
Ohio
$19.8M +$109K +505 +0.6%
NAM
207
NTV Asset Management
West Virginia
$19.8M -$2.37M -10,995 -11%
RIM
208
Rovida Investment Management
Cayman Islands
$19.4M – – –
EWA
209
EP Wealth Advisors
California
$19.4M +$9.46M +43,848 +96%
RP
210
Reinhart Partners
Wisconsin
$19.1M +$19.1M +88,411 New
FF
211
Finley Financial
Nevada
$18.9M -$80.9K -375 -0.4%
RWA
212
River Wealth Advisors
Pennsylvania
$18.8M -$33M -152,952 -64%
AIP
213
Ameritas Investment Partners
Nebraska
$18.7M +$4.08M +18,902 +28%
Blackstone Inc
214
Blackstone Inc
New York
$18.5M +$18.1M +83,800 +4,011%
BJL
215
Brighton Jones LLC
Washington
$18.5M -$19.6K -91 -0.1%
ANB
216
Amarillo National Bank
Texas
$18.4M -$4.41M -20,420 -19%
OAM
217
Oppenheimer Asset Management
New York
$18.1M -$3.75M -17,401 -17%
Walleye Trading
218
Walleye Trading
New York
$17.9M +$14.8M +68,707 +488%
GT
219
Glenview Trust
Kentucky
$17.8M -$367K -1,703 -2%
HWA
220
Hillcrest Wealth Advisors
New Jersey
$17.8M -$55K -255 -0.3%
BPA
221
Beacon Pointe Advisors
California
$17.6M +$213K +989 +1%
JWCA
222
J.W. Cole Advisors
Florida
$17.3M +$2.31M +10,722 +15%
GWAM
223
Guardian Wealth Advisors (Minnesota)
Minnesota
$17.2M +$689K +3,194 +4%
LHWM
224
Lake Hills Wealth Management
Texas
$17.2M +$17.2M +79,743 New
BFP
225
Brewster Financial Planning
New York
$17M +$1.1M +5,119 +7%
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9
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