IWM icon

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 %
DJSG
1076
D.J. St. Germain
Massachusetts
$1.21M -$4.79K -24 -0.4%
CFS
1077
Coordinated Financial Services
Colorado
$1.21M -$87.4K -438 -7%
CAG
1078
Csenge Advisory Group
Florida
$1.21M +$528K +2,832 +78%
EL
1079
EQ LLC
Washington
$1.21M -$2.79K -14 -0.2%
AC
1080
AlphaCore Capital
California
$1.2M +$604K +3,028 +101%
MFG
1081
MidWestOne Financial Group
Iowa
$1.2M -$36.1K -181 -3%
SCP
1082
Silverleafe Capital Partners
Tennessee
$1.2M -$496K -2,488 -29%
GBWM
1083
Granite Bay Wealth Management
New Hampshire
$1.2M +$563K +2,822 +89%
IP
1084
Intellectus Partners
California
$1.2M +$2.39K +12 +0.2%
MAM
1085
Milestone Asset Management
Pennsylvania
$1.19M +$473K +2,372 +66%
PIA
1086
Powell Investment Advisors
Florida
$1.19M +$106K +531 +10%
Chevy Chase Trust
1087
Chevy Chase Trust
Maryland
$1.19M -$51.9K -260 -4%
Zurich Cantonal Bank
1088
Zurich Cantonal Bank
Switzerland
$1.19M -$21.5K -107 -2%
EIG
1089
Ellenbecker Investment Group
Wisconsin
$1.19M -$3.79K -19 -0.3%
MC
1090
Middleton & Co
Massachusetts
$1.19M -$23.9K -120 -2%
CFP
1091
Cascade Financial Partners
California
$1.19M +$543K +2,724 +84%
MMG
1092
Monetary Management Group
Missouri
$1.18M -$22.3K -112 -2%
BWM
1093
Bernard Wealth Management
Michigan
$1.18M -$11.8K -59 -1%
FBFS
1094
First Business Financial Services
Wisconsin
$1.18M
CC
1095
Callan Capital
California
$1.18M -$39.3K -197 -3%
SIA
1096
Soltis Investment Advisors
Utah
$1.18M -$225K -1,128 -16%
SWM
1097
Segment Wealth Management
Texas
$1.18M -$19.9K -100 -2%
Betterment LLC
1098
Betterment LLC
New York
$1.18M -$44.1K -221 -4%
LWM
1099
Lionshead Wealth Management
New York
$1.17M -$438K -2,197 -27%
SAI
1100
Savvy Advisors Inc
New York
$1.17M +$180K +901 +18%