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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
B
1001
Bensler
Washington
$1.95M -$92.9K -378 -5%
FSWA
1002
Financial Synergies Wealth Advisors
Texas
$1.93M +$31.7K +129 +2%
GI
1003
GAMCO Investors
Connecticut
$1.92M +$707K +2,877 +58%
WA
1004
WESPAC Advisors
California
$1.92M +$500K +2,033 +35%
PGF
1005
Plan Group Financial
Oklahoma
$1.91M -$1.13M -4,585 -37%
RPWA
1006
Regent Peak Wealth Advisors
Georgia
$1.91M -$29.7K -121 -2%
FC
1007
FCA Corp
Texas
$1.9M -$256K -1,043 -12%
ACM
1008
Aspen Capital Management
Idaho
$1.9M
GIA
1009
Gateway Investment Advisers
Ohio
$1.9M +$24.6K +100 +1%
FGWP
1010
Founders Grove Wealth Partners
Virginia
$1.9M -$182K -740 -9%
AA
1011
Apriem Advisors
California
$1.89M
AFO
1012
Allie Family Office
Florida
$1.88M
SCG
1013
Sonata Capital Group
Washington
$1.88M -$27.3K -111 -1%
SCP
1014
Silverleafe Capital Partners
Tennessee
$1.88M +$12.3K +50 +0.7%
IA
1015
Integrity Alliance
Iowa
$1.88M +$1.06M +4,304 +130%
NSIM
1016
North Star Investment Management
Illinois
$1.87M +$11.8K +48 +0.6%
LA
1017
Legacy Advisors
Pennsylvania
$1.86M +$106K +432 +6%
SB
1018
Sunflower Bank
Texas
$1.86M
STCOSD
1019
Sageworth Trust Company of South Dakota
South Dakota
$1.86M
TFA
1020
Toth Financial Advisory
Virginia
$1.85M +$7.62K +31 +0.4%
WA
1021
Wealth Architects
California
$1.85M
WP
1022
WealthShield Partners
North Carolina
$1.85M +$303K +1,231 +20%
MPWT
1023
MassMutual Private Wealth & Trust
Connecticut
$1.85M -$27K -110 -1%
EFA
1024
Evernest Financial Advisors
Indiana
$1.85M -$688K -2,799 -29%
EFG
1025
Ethos Financial Group
Pennsylvania
$1.84M -$75.7K -308 -4%