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iShares Russell 2000 ETF

2,589 hedge funds and large institutions have $70.4B invested in iShares Russell 2000 ETF in 2025 Q4 according to their latest regulatory filings, with 353 funds opening new positions, 879 increasing their positions, 896 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 353 | Existing positions closed: 140

7% more capital invested

Capital invested by funds: $65.9B → $70.4B (+$4.53B)

7% more funds holding

Funds holding: 2,4282,589 (+161)

2% more funds holding in top 10

Funds holding in top 10: 161165 (+4)

2% less repeat investments, than reductions

Existing positions increased: 879 | Existing positions reduced: 896

1.15% less ownership

Funds ownership: 94.87%93.72% (-1.2%)

55% less call options, than puts

Call options by funds: $38.4B | Put options by funds: $84.8B

Holders
2,589
Holders Change
+161
Holders Change %
+6.63%
% of All Funds
31.5%
Holding in Top 10
165
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.48%
% of All Funds
2.01%
New
353
Increased
879
Reduced
896
Closed
140
Calls
$38.4B
Puts
$84.8B
Net Calls
-$46.4B
Net Calls Change
+$27.9B
Name Holding Trade Value Shares
Change
Change in
Stake
QFA
876
Quattro Financial Advisors
Texas
$2.46M
VWA
877
Visionary Wealth Advisors
Illinois
$2.46M -$320K -1,301 -12%
SAG
878
SageView Advisory Group
California
$2.46M +$165K +673 +7%
RWA
879
Redhawk Wealth Advisors
Minnesota
$2.46M +$479K +1,949 +24%
Bank Julius Baer & Co
880
Bank Julius Baer & Co
Switzerland
$2.46M +$761K +3,094 +45%
PPWM
881
Paragon Private Wealth Management
Kentucky
$2.46M +$341K +1,389 +16%
PAA
882
Peregrine Asset Advisers
Oregon
$2.46M
MFS
883
Miller Financial Services
Michigan
$2.45M -$261K -1,061 -10%
NL
884
NWAM LLC
Washington
$2.45M +$34.9K +142 +1%
LHP
885
Lexington Hill Partners
Texas
$2.44M +$2.44M +9,922 New
VT
886
Vise Technologies
New York
$2.43M +$2.03M +8,254 +506%
PGCM
887
Prescott Group Capital Management
Oklahoma
$2.43M +$2.43M +9,870 New
WIM
888
WealthPlan Investment Management
Nebraska
$2.43M -$21.4K -87 -0.9%
CI
889
Cavalier Investments
Georgia
$2.42M -$12.3M -50,101 -84%
Fisher Asset Management
890
Fisher Asset Management
Washington
$2.42M +$1.53M +6,205 +171%
BAM
891
Bosun Asset Management
Illinois
$2.41M -$28.3K -115 -1%
NFG
892
Nations Financial Group
Iowa
$2.41M +$1.88M +7,650 +355%
BWCS
893
Beirne Wealth Consulting Services
Connecticut
$2.41M +$5.16K +21 +0.2%
MCM
894
Massar Capital Management
Connecticut
$2.4M +$2.4M +9,767 New
EWM
895
Empirical Wealth Management
Washington
$2.4M +$35.4K +144 +1%
OFG
896
Oxford Financial Group
Indiana
$2.4M +$36.4K +148 +2%
RWMH
897
Riverpoint Wealth Management Holdings
Illinois
$2.4M +$7.62K +31 +0.3%
AC
898
Avestar Capital
New York
$2.39M
PFA
899
Pure Financial Advisors
California
$2.37M +$912K +3,711 +63%
AIM
900
Athena Investment Management
California
$2.37M