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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 %
BA
776
Bristlecone Advisors
Washington
$2.36M -$88.8K -445 -4%
LP
777
LGL Partners
Pennsylvania
$2.36M -$39.7K -199 -2%
LGW
778
Leslie Global Wealth
Illinois
$2.35M +$173K +867 +8%
HTC
779
Haverford Trust Company
Pennsylvania
$2.33M
AIFAIM
780
American Institute for Advanced Investment Management
Arizona
$2.33M -$107K -535 -4%
JWM
781
Jessup Wealth Management
Ohio
$2.32M -$64.8K -325 -3%
SIM
782
Strategic Investment Management
Virginia
$2.32M
CWM
783
ClientFirst Wealth Management
Arkansas
$2.31M +$46.5K +233 +2%
CWMK
784
Caliber Wealth Management (Kansas)
Kansas
$2.3M +$2.3M +11,551 New
WWM
785
Western Wealth Management
Colorado
$2.3M -$86.2K -432 -4%
TAM
786
Tocqueville Asset Management
New York
$2.29M +$42.5K +213 +2%
WCG
787
Weaver Consulting Group
California
$2.28M -$61.2K -307 -3%
DFG
788
Delta Financial Group
New Jersey
$2.28M +$54.5K +261 +2%
QCG
789
Quadrant Capital Group
Ohio
$2.27M -$540K -2,708 -19%
FGWP
790
Founders Grove Wealth Partners
Virginia
$2.27M +$166K +834 +8%
GCA
791
Genesee Capital Advisors
New York
$2.27M +$124K +620 +6%
AFO
792
Allie Family Office
Florida
$2.26M
GKWIM
793
Gerber Kawasaki Wealth & Investment Management
California
$2.26M -$1.02M -5,121 -31%
FMWA
794
Forvis Mazars Wealth Advisors
Missouri
$2.26M -$179K -895 -7%
GFP
795
Gryphon Financial Partners
Ohio
$2.25M -$4.39K -22 -0.2%
WPC
796
Wedmont Private Capital
Pennsylvania
$2.24M +$571K +3,097 +34%
AIC
797
Allodium Investment Consultants
Minnesota
$2.23M -$10.6K -53 -0.5%
SSB
798
Sandy Spring Bank
Maryland
$2.23M -$92.4K -463 -4%
BAM
799
Bosun Asset Management
Illinois
$2.23M +$699K +3,506 +46%
FGA
800
Fortis Group Advisors
New Jersey
$2.21M -$956K -4,794 -30%