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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
PFWA
1076
Paces Ferry Wealth Advisors
Georgia
$1.66M +$738 +3 +0%
OCPWS
1077
One Charles Private Wealth Services
Massachusetts
$1.66M +$1.65M +6,731 New
PP
1078
Paladin Partners
Wisconsin
$1.65M +$1.65M +6,722 New
CP
1079
Camelot Portfolios
Ohio
$1.64M -$34.4K -140 -2%
FA
1080
Fiducient Advisors
Illinois
$1.64M -$360K -1,463 -18%
FWM
1081
Fonville Wealth Management
Virginia
$1.63M -$19.4K -79 -1%
DI
1082
Disciplined Investments
Oklahoma
$1.63M -$133K -542 -8%
AA
1083
Alesco Advisors
New York
$1.63M -$45.5K -185 -3%
AAG
1084
Asset Advisory Group
New Jersey
$1.62M +$1.62M +6,598 New
Loomis, Sayles & Company
1085
Loomis, Sayles & Company
Massachusetts
$1.62M -$196K -799 -11%
PIA
1086
Perennial Investment Advisors
California
$1.62M -$160K -652 -9%
FNB
1087
Farmers National Bank
Kentucky
$1.62M -$38.1K -155 -2%
SRC
1088
Sage Rhino Capital
California
$1.62M +$246 +1 +0%
VF
1089
Vista Finance
Missouri
$1.62M +$1.23K +5 +0.1%
LIA
1090
LS Investment Advisors
Michigan
$1.62M -$17.5K -71 -1%
PSA
1091
Plum Street Advisors
Louisiana
$1.61M -$119K -483 -7%
KWS
1092
Keystone Wealth Services
California
$1.61M -$26.1K -106 -2%
6F
1093
626 Financial
Michigan
$1.61M -$246 -1 -0%
MHC
1094
May Hill Capital
Massachusetts
$1.6M -$153K -623 -9%
BTD
1095
BankPlus Trust Department
Mississippi
$1.6M
AIM
1096
Allen Investment Management
New York
$1.6M
PG
1097
Proffitt & Goodson
Tennessee
$1.6M -$1.4M -5,684 -47%
OWM
1098
Orgel Wealth Management
Wisconsin
$1.6M -$18.2K -74 -1%
CWMK
1099
Caliber Wealth Management (Kansas)
Kansas
$1.59M -$257K -1,045 -14%
SGCA
1100
Steel Grove Capital Advisors
Tennessee
$1.58M