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iShares Russell 2000 ETF

2,588 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: 2,4282,588 (+160)

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
2,588
Holders Change
+160
Holders Change %
+6.59%
% of All Funds
31.49%
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
WFA
901
WMG Financial Advisors
Tennessee
$2.35M +$119K +483 +5%
HFO
902
Heritage Family Offices
Arizona
$2.34M +$454K +1,845 +24%
LWPC
903
Legacy Wealth Partners (Colorado)
Colorado
$2.34M +$2.34M +9,523 New
NB
904
Nicolet Bankshares
Wisconsin
$2.34M -$125K -507 -5%
AFM
905
Abbot Financial Management
Massachusetts
$2.33M -$130K -530 -5%
VA
906
Vident Advisory
Georgia
$2.33M -$21.4K -87 -0.9%
SCA
907
Southern Capital Advisors
Tennessee
$2.32M +$85.1K +346 +4%
AWA
908
American Wealth Advisors
Georgia
$2.32M -$23.8K -97 -1%
JA
909
JVL Associates
Michigan
$2.32M
GP
910
Gridiron Partners
Pennsylvania
$2.3M -$8.31M -33,818 -78%
LWM
911
Lyell Wealth Management
California
$2.3M +$12.3K +50 +0.5%
MFC
912
Mechanics Financial Corp
Ohio
$2.29M -$9.59K -39 -0.4%
HCC
913
Hirtle Callaghan & Co
Pennsylvania
$2.29M -$70.1K -285 -3%
BCA
914
Bay Colony Advisors
Massachusetts
$2.29M -$452K -1,838 -17%
ESB
915
Essex Savings Bank
Connecticut
$2.28M -$39.1K -159 -2%
DWA
916
Delos Wealth Advisors
Texas
$2.28M +$78.9K +321 +4%
FWMP
917
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.28M -$103K -418 -4%
CA
918
Claro Advisors
Massachusetts
$2.28M -$87.5K -356 -4%
HCM
919
Hollencrest Capital Management
California
$2.27M +$246 +1 +0%
TPI
920
Trust Point Inc
Wisconsin
$2.26M +$110K +449 +5%
SCM
921
Shelton Capital Management
Colorado
$2.26M +$1.08M +4,391 +92%
OPWM
922
Oakwell Private Wealth Management
Texas
$2.26M +$45.5K +185 +2%
TSW
923
Thompson Siegel & Walmsley
Virginia
$2.26M +$4.42K +18 +0.2%
GBT
924
Grove Bank & Trust
Florida
$2.25M +$268K +1,090 +14%
OCG
925
Opus Capital Group
Ohio
$2.25M -$127K -518 -5%