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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
W
1051
WorthPointe
California
$1.72M +$1.72M +6,999 New
APP
1052
Avantax Planning Partners
Iowa
$1.72M -$16.2K -66 -0.9%
Lazard Asset Management
1053
Lazard Asset Management
New York
$1.72M
FWM
1054
Forteris Wealth Management
New York
$1.72M +$1.72M +6,994 New
APG
1055
Abacus Planning Group
South Carolina
$1.72M -$55.1K -224 -3%
AWA
1056
AmeriServ Wealth Advisors
Pennsylvania
$1.72M -$117K -477 -6%
IA
1057
IAM Advisory
Pennsylvania
$1.71M +$15.2K +62 +0.9%
MFG
1058
Mosaic Financial Group
Illinois
$1.71M -$3.93K -16 -0.2%
PIMG
1059
Patriot Investment Management Group
Tennessee
$1.71M
LBC
1060
Lowe Brockenbrough & Co
Virginia
$1.71M -$43K -175 -2%
ACM
1061
Aster Capital Management
United Arab Emirates
$1.71M +$1.7M +6,931 New
IFPG
1062
Intrepid Financial Planning Group
Indiana
$1.7M +$10.6K +43 +0.6%
MMG
1063
Monetary Management Group
Missouri
$1.7M -$36.9K -150 -2%
RZH
1064
Relyea Zuckerberg Hanson
Connecticut
$1.7M -$22.9K -93 -1%
BC
1065
Bricktown Capital
Michigan
$1.7M
RTL
1066
Red Tortoise LLC
Georgia
$1.69M -$3.93K -16 -0.2%
MM
1067
Morangie Management
Florida
$1.69M -$51.1K -208 -3%
RI
1068
Ruggiero Investments
Florida
$1.69M +$1.69M +6,855 New
ACS
1069
Archford Capital Strategies
Illinois
$1.69M
CIA
1070
Choate Investment Advisors
Massachusetts
$1.68M -$201K -816 -11%
PCA
1071
Pallas Capital Advisors
Massachusetts
$1.68M +$1.23M +5,003 +274%
FPCP
1072
Fort Point Capital Partners
California
$1.68M +$52.6K +214 +3%
GPW
1073
Genesis Private Wealth
Virginia
$1.68M +$1.15M +4,696 +222%
FWA
1074
FSC Wealth Advisors
New York
$1.66M -$4.08M -16,591 -71%
LA
1075
LVW Advisors
New York
$1.66M -$209K -852 -11%