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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
CC
1476
Cultivar Capital
Texas
$791K -$13.5K -55 -2%
XWL
1477
XXI Wealth LLC
Illinois
$788K +$787K +3,200 New
BPC
1478
Bearing Point Capital
Minnesota
$786K +$27.8K +113 +4%
DWM
1479
DKM Wealth Management
California
$785K -$7.13K -29 -0.9%
S
1480
Sachetta
Massachusetts
$785K -$126K -514 -14%
MIG
1481
McGuire Investment Group
Rhode Island
$784K
PA
1482
Procyon Advisors
Connecticut
$783K -$4.18K -17 -0.5%
BA
1483
Ballew Advisors
Mississippi
$781K +$246 +1 +0%
CWM
1484
Copia Wealth Management
Oregon
$781K +$16K +65 +2%
NRC
1485
New Republic Capital
North Carolina
$779K +$492 +2 +0.1%
SWM
1486
Stronghold Wealth Management
Florida
$778K +$777K +3,161 New
AFAS
1487
Acorn Financial Advisory Services
Virginia
$774K -$13.3K -54 -2%
FWA
1488
FSM Wealth Advisors
Ohio
$772K -$34.7K -141 -4%
CFP
1489
Cascade Financial Partners
California
$772K +$72K +293 +10%
WG
1490
Welch Group
Alabama
$772K +$227K +925 +42%
JFG
1491
JDM Financial Group
Texas
$771K -$15K -61 -2%
WC
1492
Waterloo Capital
Texas
$769K +$498K +2,026 +184%
TCA
1493
Transcend Capital Advisors
New Jersey
$768K -$406K -1,653 -35%
I2I
1494
Insight 2811 Inc
Illinois
$767K -$41.1K -167 -5%
TFG
1495
Tilson Financial Group
New Jersey
$766K +$2.21K +9 +0.3%
GWM
1496
Gilpin Wealth Management
Colorado
$765K +$764K +3,108 New
IRC
1497
Investors Research Corp
Georgia
$765K
PCTC
1498
Perkins Coie Trust Company
Washington
$764K
CPA
1499
Capital Performance Advisors
California
$763K +$120K +487 +19%
MIFH
1500
Migdal Insurance & Financial Holdings
Israel
$763K +$327K +1,331 +75%