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iShares Russell 2000 ETF

2,332 hedge funds and large institutions have $61.9B invested in iShares Russell 2000 ETF in 2025 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 766 increasing their positions, 1,061 reducing their positions, and 248 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,332
Holders Change
-165
Holders Change %
-6.61%
% of All Funds
31.68%
Holding in Top 10
163
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-19.7%
% of All Funds
2.21%
New
136
Increased
766
Reduced
1,061
Closed
248
Calls
$45.2B
Puts
$108B
Net Calls
-$62.5B
Net Calls Change
+$1.54B
Name Holding Trade Value Shares
Change
Shares
Change %
GWAG
2526
Garrett Wealth Advisory Group
Texas
-$210K -950 Closed
AW
2527
Alteri Wealth
California
-$209K -946 Closed
LPT
2528
Legacy Private Trust
Wisconsin
-$209K -944 Closed
RRCM
2529
Rappaport Reiches Capital Management
Illinois
-$209K -944 Closed
GA
2530
Gordian Advisors
Arizona
-$209K -944 Closed
JPLA
2531
Joseph P. Lucia & Associates
New York
-$209K -944 Closed
RMCM
2532
Reynders McVeigh Capital Management
Massachusetts
-$207K -939 Closed
SIAP
2533
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$207K -936 Closed
CWG
2534
Crown Wealth Group
North Carolina
-$206K -932 Closed
PFA
2535
Professional Financial Advisors
Nebraska
-$205K -928 Closed
LWM
2536
Luminvest Wealth Management
Arizona
-$204K -924 Closed
EPM
2537
Elm Partners Management
Pennsylvania
-$204K -921 Closed
OL
2538
Optas LLC
Texas
-$203K -919 Closed
PFS
2539
Prospect Financial Services
New York
-$203K -918 Closed
TNBTD
2540
Trustmark National Bank Trust Department
Mississippi
-$202K -915 Closed
BOC
2541
Blue Oak Capital
California
-$201K -910 Closed
PA
2542
Persium Advisors
Georgia
-$201K -910 Closed
NCM
2543
Nelson Capital Management
California
-$200K -906 Closed
PWM
2544
Palacios Wealth Management
Florida
-$202K -897 Closed
EW
2545
Element Wealth
Mississippi
-$188K -853 Closed
IWA
2546
Icon Wealth Advisors
Texas
-$186K -840 Closed
AWM
2547
Aberdeen Wealth Management
Illinois
-$181K -820 Closed
SH
2548
SLT Holdings
Arizona
-$169K -766 Closed
OC
2549
Oarsman Capital
Wisconsin
-$144K -651 Closed
AA
2550
Atmos Advisory
Pennsylvania
-$144K -650 Closed