We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF

2,590 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: 2,4292,590 (+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
2,590
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
CT
1276
Caldwell Trust
Florida
$1.11M
LSA
1277
L & S Advisors
California
$1.11M +$15.5K +63 +1%
MIA
1278
MainStreet Investment Advisors
Illinois
$1.1M -$16K -65 -1%
AssetMark Inc
1279
AssetMark Inc
California
$1.1M +$66.6K +271 +6%
GFPC
1280
Global Financial Private Client
Florida
$1.09M
NCM
1281
Next Capital Management
New York
$1.09M +$246 +1 +0%
ZBNA
1282
Zions Bancorporation, National Association
Utah
$1.09M
DLCIG
1283
D.L. Carlson Investment Group
New Hampshire
$1.09M -$71.1K -289 -6%
BFW
1284
Brady Family Wealth
Missouri
$1.09M -$4.67K -19 -0.4%
WPC
1285
White Pine Capital
Minnesota
$1.08M +$3.44K +14 +0.3%
HWA
1286
Heritage Wealth Advisors
Virginia
$1.08M +$9.1K +37 +0.8%
FFC
1287
First Financial Corp
Indiana
$1.08M
CTWM
1288
Cherry Tree Wealth Management
Minnesota
$1.08M +$521K +2,121 +93%
IA
1289
Inspire Advisors
Idaho
$1.08M +$112K +455 +12%
VP
1290
Verum Partners
North Carolina
$1.07M +$7.38K +30 +0.7%
MBFW
1291
Morton Brown Family Wealth
Pennsylvania
$1.07M
CI
1292
CacheTech Inc
Utah
$1.06M
SWA
1293
Sightline Wealth Advisors
Connecticut
$1.06M +$28.8K +117 +3%
CFO
1294
Collective Family Office
Pennsylvania
$1.06M
PI
1295
Pachira Investments
California
$1.06M +$2.46K +10 +0.2%
LOPW
1296
Live Oak Private Wealth
North Carolina
$1.06M
KFI
1297
Key Financial Inc
Pennsylvania
$1.06M +$2.7K +11 +0.3%
AFC
1298
AFT Forsyth & Company
Florida
$1.05M
Wealthfront Advisers
1299
Wealthfront Advisers
California
$1.05M -$56.8K -231 -5%
PIM
1300
Pullen Investment Management
Florida
$1.05M +$1.05M +4,277 New