We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF
IWM

2,359 hedge funds and large institutions have $62.1B invested in iShares Russell 2000 ETF in 2025 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 779 increasing their positions, 1,072 reducing their positions, and 251 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.57% more ownership

Funds ownership: 89.62% → 97.19% (+7.6%)

6% less capital invested

Capital invested by funds: $65.9B → $62.1B (-$3.8B)

6% less funds holding

Funds holding: 2,522 → 2,359 (-163)

20% less funds holding in top 10

Funds holding in top 10: 205 → 165 (-40)

27% less repeat investments, than reductions

Existing positions increased: 779 | Existing positions reduced: 1,072

46% less first-time investments, than exits

New positions opened: 135 | Existing positions closed: 251

58% less call options, than puts

Call options by funds: $45.2B | Put options by funds: $108B

Holders
2,359
Holders Change
-163
Holders Change %
-6.46%
% of All Funds
31.63%
Holding in Top 10
165
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-19.51%
% of All Funds
2.21%
New
135
Increased
779
Reduced
1,072
Closed
251
Calls
$45.2B
Puts
$108B
Net Calls
-$62.5B
Net Calls Change
+$1.54B

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$1.84B
2
Morgan Stanley
Morgan Stanley
New York
+$802M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$695M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$662M
5
JP Morgan Chase
JP Morgan Chase
New York
+$491M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$848M
2
Rafferty Asset Management
Rafferty Asset Management
New York
-$397M
3
JFG
Jefferies Financial Group
New York
-$309M
4
SFM
Soros Fund Management
New York
-$163M
5
Jane Street
Jane Street
New York
-$153M
Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
2351
Global Trust Asset Management
Florida
$2.19K – – –
SC
2352
Solstein Capital
California
$2.19K – – –
SHF
2353
Safe Harbor Fiduciary
Florida
$2.19K +$2.39K +11 New
CMP
2354
Coston McIsaac & Partners
Maine
$2K – – –
TFA
2355
Transamerica Financial Advisors
Florida
$2K – – –
FC
2356
Fairscale Capital
New Hampshire
$1.4K – – –
NWM
2357
Nova Wealth Management
Florida
$1.4K +$1.52K +7 New
C
2358
Covestor
United Kingdom
$1K – – –
HIM
2359
Hillsdale Investment Management
Ontario, Canada
$997 – – –
SIP
2360
Sellwood Investment Partners
Oregon
$997 – – –
GCS
2361
Gordian Capital (Singapore)
Singapore
$399 – – –
RF
2362
Robbins Farley
New Hampshire
$200 – – –
SFM
2363
Soros Fund Management
New York
– -$163M -751,800 Closed
Balyasny Asset Management
2364
Balyasny Asset Management
Illinois
– -$96.6M -445,398 Closed
Parallax Volatility Advisers
2365
Parallax Volatility Advisers
California
– -$76.5M -352,533 Closed
NSGL
2366
No Street GP LP
California
– -$71.8M -325,000 Closed
GJL
2367
Gendell Jeffrey L
– -$63.7M -288,388 Closed
MSR
2368
Main Street Research
Connecticut
– -$62.4M -282,358 Closed
AIA
2369
Angeles Investment Advisors
California
– -$58.8M -266,155 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
2370
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$51.5M -233,267 Closed
JHU
2371
Johns Hopkins University
Maryland
– -$45.7M -206,829 Closed
Temasek Holdings
2372
Temasek Holdings
Singapore
– -$45.6M -206,500 Closed
AMH
2373
Apollo Management Holdings
New York
– -$45M -203,557 Closed
RCMU
2374
Rokos Capital Management (UK)
United Kingdom
– -$37.2M -171,280 Closed
RP
2375
Reinhart Partners
Wisconsin
– -$32M -144,731 Closed
93 94
95
96 97

IWM Hedge Fund Activity: Q1 2025 in Review

2,359 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q1 2025, worth a combined $62.1B — down 5.8% from $65.9B a quarter earlier.

Sellers outnumbered buyers: 251 funds closed out of IWM and 135 opened new positions — a net loss of 116 holders — while 1,072 trimmed existing stakes and 779 added.

The largest buyer was Goldman Sachs, adding an estimated $1.84B. The largest seller was Wells Fargo, cutting an estimated $848M.

  • 2,359 institutional investors held iShares Russell 2000 ETF (IWM) as of Q1 2025, down from 2,522 in Q4 2024.
  • Funds reported $62.1B of iShares Russell 2000 ETF stock for Q1 2025, down 5.8% quarter-over-quarter.
  • 135 funds opened new iShares Russell 2000 ETF positions in Q1 2025 and 251 closed out, a net change of -116 holders.
  • The largest iShares Russell 2000 ETF buyer in Q1 2025 was Goldman Sachs, an estimated $1.84B added.
  • The largest iShares Russell 2000 ETF seller in Q1 2025 was Wells Fargo, an estimated $848M sold.

Based on aggregated 13F filings for Q1 2025.