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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,325 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, 728 increasing their positions, 998 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,325
Holders Change
-7
Holders Change %
-0.3%
% 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
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 %
Invesco
2401
Invesco
Georgia
– -$664K -3,328 Closed
DWA
2402
Douglass Winthrop Advisors
New York
– -$638K -3,198 Closed
AWA
2403
Archvest Wealth Advisors
California
– -$624K -3,128 Closed
SSA
2404
Sierra Summit Advisors
Nevada
– -$623K -3,121 Closed
JSSH
2405
J. Safra Sarasin Holding
– -$608K -3,050 Closed
HKAM
2406
Horizon Kinetics Asset Management
New York
– -$590K -2,960 Closed
CFG
2407
Clayton Financial Group
Missouri
– -$571K -2,861 Closed
TVAMP
2408
Tennessee Valley Asset Management Partners
Tennessee
– -$537K -2,693 Closed
TSWM
2409
Triangle Securities Wealth Management
North Carolina
– -$531K -2,660 Closed
NPIC
2410
Neumeier Poma Investment Counsel
California
– -$484K -2,425 Closed
VCM
2411
Virtue Capital Management
Tennessee
– -$452K -2,266 Closed
BCM
2412
Bayesian Capital Management
New York
– -$450K -2,255 Closed
SWM
2413
Shepherd Wealth Management
Ohio
– -$433K -2,173 Closed
SIAS
2414
Summit Investment Advisory Services
Minnesota
– -$423K -2,122 Closed
SWM
2415
StoneCrest Wealth Management
Arizona
– -$410K -2,053 Closed
MCM
2416
Maple Capital Management
Vermont
– -$390K -1,956 Closed
MCWA
2417
Meadow Creek Wealth Advisors
Georgia
– -$387K -1,938 Closed
CIS
2418
Custom Index Systems
New York
– -$381K -1,912 Closed
SIG
2419
Stonegate Investment Group
Alabama
– -$367K -1,837 Closed
TL
2420
Tradewinds LLC
North Carolina
– -$340K -1,702 Closed
OFS
2421
Orrstown Financial Services
Pennsylvania
– -$325K -1,629 Closed
FPL
2422
Fortress Private Ledger
North Carolina
– -$318K -1,594 Closed
AIM
2423
AMI Investment Management
Indiana
– -$297K -1,491 Closed
AIA
2424
AssuredPartners Investment Advisors
Florida
– -$297K -1,489 Closed
CW
2425
Code Waechter
Florida
– -$282K -1,412 Closed
95 96
97
98 99