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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
NWM
1376
Northwest Wealth Management
Iowa
$939K -$32.7K -133 -3%
OBWG
1377
Onyx Bridge Wealth Group
New York
$937K -$78.9K -321 -8%
BLC
1378
Brown, Lisle/Cummings
Rhode Island
$934K
TAM
1379
Townsend Asset Management
North Carolina
$930K +$983 +4 +0.1%
LW
1380
Libra Wealth
California
$929K
NEAM
1381
New England Asset Management
Connecticut
$928K
AFG
1382
Allegheny Financial Group
Pennsylvania
$926K +$78.4K +319 +9%
CFA
1383
Churchill Financial Advisors
Kentucky
$920K +$919K +3,739 New
GC
1384
Garde Capital
Washington
$912K -$2.46K -10 -0.3%
EF
1385
Elite Financial
Idaho
$912K +$121K +494 +15%
DIA
1386
Dana Investment Advisors
Wisconsin
$911K +$280K +1,138 +44%
BBES
1387
Buffalo Business & Estate Services
New York
$905K +$904K +3,678 New
WDG
1388
Wealth Dimensions Group
Ohio
$905K -$51.4K -209 -5%
EK
1389
Evensky & Katz
Florida
$904K +$1.97K +8 +0.2%
MFP
1390
Meramec Financial Planners
Missouri
$901K +$835K +3,398 New
EPW
1391
Evolve Private Wealth
California
$900K +$899K +3,657 New
LWCFA
1392
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$900K +$14.3K +58 +2%
UFA
1393
Uptown Financial Advisors
Texas
$898K
SDWMA
1394
Schneider Downs Wealth Management Advisors
Pennsylvania
$897K +$135K +549 +18%
CCWM
1395
Cassaday & Co Wealth Management
Virginia
$894K
IPAM
1396
Investment Partners Asset Management
New Jersey
$892K -$14.8K -60 -2%
CHA
1397
Cooper/Haims Advisors
New York
$892K +$246 +1 +0%
NAM
1398
NorthCrest Asset Manangement
Minnesota
$890K +$738 +3 +0.1%
AFA
1399
American Financial Advisors
Georgia
$887K -$44.3K -180 -5%
SSWM
1400
Smith Salley Wealth Management
North Carolina
$886K -$38.8K -158 -4%