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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 %
KHCM
401
Kettle Hill Capital Management
New York
$6.8M -$6.9M -34,567 -50%
HW
402
Hancock Whitney
Mississippi
$6.78M -$1.73M -8,673 -20%
ECM
403
Evergreen Capital Management
Washington
$6.77M +$145K +725 +2%
BP
404
Ballentine Partners
Massachusetts
$6.74M +$64.6K +324 +1%
CFS
405
Commonwealth Financial Services
West Virginia
$6.72M +$1.01M +5,048 +18%
PAM
406
Palisade Asset Management
Minnesota
$6.7M -$102K -511 -1%
CIAS
407
Capital Investment Advisory Services
North Carolina
$6.68M +$4.46M +22,357 +201%
PWAM
408
Private Wealth Asset Management
Iowa
$6.67M +$6.67M +33,442 New
CMBA
409
C.M. Bidwell & Associates
Hawaii
$6.66M -$9.18K -46 -0.1%
BFS
410
Bradley Foster & Sargent
Connecticut
$6.66M -$661K -3,315 -9%
AWE
411
Avidian Wealth Enterprises
Texas
$6.66M -$343K -1,719 -5%
DFA
412
DHJJ Financial Advisors
Illinois
$6.64M -$104K -523 -2%
FCBT
413
First Citizens Bank & Trust
North Carolina
$6.63M -$157K -788 -2%
FIA
414
Foundations Investment Advisors
Arizona
$6.57M -$5.53M -27,734 -46%
LFAS
415
Level Four Advisory Services
Texas
$6.53M -$3.5M -17,569 -35%
GCWM
416
Guided Capital Wealth Management
Texas
$6.52M +$1.82M +9,137 +39%
CCFCSB
417
Cape Cod Five Cents Savings Bank
Massachusetts
$6.47M
MWM
418
Modern Wealth Management
Kansas
$6.44M +$1.03M +5,140 +19%
AIM
419
Aspen Investment Management
Michigan
$6.42M -$1.11M -5,556 -15%
DBIA
420
Dumont & Blake Investment Advisors
New Jersey
$6.41M -$26.1K -131 -0.4%
KA
421
Klingman & Associates
New York
$6.41M +$199 +1 +0%
BCWM
422
Bartlett & Co Wealth Management
Ohio
$6.41M +$963K +4,829 +18%
JFG
423
JMG Financial Group
Illinois
$6.39M -$294K -1,475 -4%
GT
424
Greenleaf Trust
Michigan
$6.36M +$377K +1,890 +6%
LL
425
LPWM LLC
Minnesota
$6.36M +$237K +1,189 +4%