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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,324 hedge funds and large institutions have $63.2B invested in iShares Russell 2000 ETF in 2025 Q2 according to their latest regulatory filings, with 195 funds opening new positions, 727 increasing their positions, 998 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,324
Holders Change
-8
Holders Change %
-0.34%
% of All Funds
31.17%
Holding in Top 10
149
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-8.59%
% of All Funds
2%
New
195
Increased
727
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
$8.02B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.76B
4
DCP
Durable Capital Partners
Maryland
$560M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.05B

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$902M
2
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$46.1M
3
Goldman Sachs
Goldman Sachs
New York
$4.73B
4
Jones Financial Companies
Jones Financial Companies
Missouri
$1.04B
5
Morgan Stanley
Morgan Stanley
New York
$4.5B
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
2301
FWL Investment Management
Texas
$6.47K – – –
EC
2302
Elequin Capital
New York
$6.47K – – –
CCC
2303
Chelsea Counsel Company
California
$6.26K – – –
FCAS
2304
First Command Advisory Services
Texas
$6.26K +$6.26K +29 New
FFL
2305
Financial Freedom LLC
Ohio
$6.21K – – –
SC
2306
Sawyer & Company
Massachusetts
$6K – – –
TFG
2307
Team Financial Group
California
$5.21K +$5.21K +24 New
BDPWM
2308
Barnes Dennig Private Wealth Management
Ohio
$5.18K +$5.18K +24 New
OWP
2309
ORG Wealth Partners
Texas
$5.05K – – –
CVM
2310
Cheviot Value Management
California
$4.85K – – –
VWA
2311
Valued Wealth Advisors
Utah
$4.75K -$127K -587 -96%
NECFA
2312
New England Capital Financial Advisors
Connecticut
$4.32K +$4.32K +20 New
UFF
2313
USA Financial Formulas
Michigan
$3.45K -$887K -4,109 -100%
EWM
2314
Evolution Wealth Management
Florida
$3.45K +$3.45K +16 New
KG
2315
Kilter Group
New York
$3.24K +$3.24K +15 New
GTAM
2316
Global Trust Asset Management
Florida
$2.37K – – –
SC
2317
Solstein Capital
California
$2.37K – – –
WPWM
2318
Western Pacific Wealth Management
Illinois
$2.21K -$125K -566 -98%
CMP
2319
Coston McIsaac & Partners
Maine
$2K – – –
FC
2320
Fairscale Capital
New Hampshire
$1.54K – – –
LCM
2321
Logan Capital Management
Pennsylvania
$1.3K -$354K -1,640 -100%
KTC
2322
Kentucky Trust Company
Kentucky
$1.3K +$1.3K +6 New
TFA
2323
Transamerica Financial Advisors
Florida
$1.19K – – –
HIM
2324
Hillsdale Investment Management
Ontario, Canada
$1.08K – – –
SIP
2325
Sellwood Investment Partners
Oregon
$1.08K – – –
91 92
93
94 95