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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
SL
1426
Sentry LLC
Tennessee
$848K
OFP
1427
OFC Financial Planning
New Jersey
$848K -$5.66K -23 -0.7%
CTC
1428
Central Trust Company
Missouri
$846K +$5.9K +24 +0.7%
ICP
1429
Impact Capital Partners
Colorado
$846K -$300K -1,219 -26%
TNB
1430
Thomasville National Bank
Georgia
$845K -$35.6K -145 -4%
VF
1431
Vawter Financial
Ohio
$842K -$33.9K -138 -4%
DAS
1432
Daybright Advisory Services
Florida
$842K +$841K +3,421 New
SHFA
1433
SC&H Financial Advisors
Maryland
$842K -$23.4K -95 -3%
MWM
1434
Moran Wealth Management
Florida
$840K +$839K +3,414 New
MAM
1435
Milestone Asset Management
Pennsylvania
$840K +$2.7K +11 +0.3%
OAM
1436
Occidental Asset Management
California
$837K
FFM
1437
Forum Financial Management
Illinois
$836K +$36.4K +148 +5%
NFW
1438
Noble Family Wealth
Florida
$832K
APW
1439
Aurora Private Wealth
New Jersey
$832K +$838K +3,410 New
PWM
1440
Penobscot Wealth Management
Maine
$832K +$43.3K +176 +5%
NEPPG
1441
New England Professional Planning Group
Rhode Island
$831K -$119K -486 -13%
HWAM
1442
Hennion & Walsh Asset Management
New Jersey
$830K
CP
1443
Canopy Partners
Ohio
$826K
FAM
1444
Formidable Asset Management
Ohio
$823K
RFP
1445
Root Financial Partners
California
$822K +$65.2K +265 +9%
APIM
1446
Agate Pass Investment Management
Washington
$822K +$2.46K +10 +0.3%
LWM
1447
Lionshead Wealth Management
New York
$820K +$246 +1 +0%
WWM
1448
Westwood Wealth Management
California
$820K +$819K +3,330 New
MAM
1449
Mystic Asset Management
Rhode Island
$817K +$41.8K +170 +5%
RRA
1450
Red Reef Advisors
Florida
$817K +$815K +3,317 New