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iShares Russell 2000 ETF

2,332 hedge funds and large institutions have $61.9B invested in iShares Russell 2000 ETF in 2025 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 766 increasing their positions, 1,061 reducing their positions, and 248 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,332
Holders Change
-165
Holders Change %
-6.61%
% of All Funds
31.68%
Holding in Top 10
163
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-19.7%
% of All Funds
2.21%
New
136
Increased
766
Reduced
1,061
Closed
248
Calls
$45.2B
Puts
$108B
Net Calls
-$62.5B
Net Calls Change
+$1.54B
Name Holding Trade Value Shares
Change
Shares
Change %
BSTWA
1501
Blake Schutter Theil Wealth Advisors
Ohio
$555K
FAM
1502
Flaharty Asset Management
Florida
$552K -$70.6K -354 -11%
SAF
1503
Smith Anglin Financial
Texas
$552K -$70.8K -355 -11%
RWM
1504
Ritholtz Wealth Management
New York
$549K +$94.6K +474 +21%
SW
1505
SkyOak Wealth
Michigan
$545K
FWM
1506
Forza Wealth Management
Florida
$545K
MGW
1507
MB Generational Wealth
Washington
$545K -$5.99K -30 -1%
LDB
1508
Lee, Danner & Bass
Tennessee
$544K +$30.5K +153 +6%
WA
1509
Wealth Architects
California
$543K -$997 -5 -0.2%
CPA
1510
Capital Performance Advisors
California
$542K +$291K +2,258 +116%
SWA
1511
Sax Wealth Advisors
New Jersey
$542K +$66.2K +332 +14%
FCCM
1512
First City Capital Management
Georgia
$542K -$6.58K -33 -1%
AC
1513
Addison Capital
Pennsylvania
$541K -$25.9K -130 -5%
CA
1514
CGN Advisors
Kansas
$540K -$92.6K -464 -15%
MCM
1515
Mengis Capital Management
Oregon
$539K
TVAMP
1516
Tennessee Valley Asset Management Partners
Tennessee
$537K -$57.3K -287 -10%
SFP
1517
Shepherd Financial Partners
Massachusetts
$536K +$19.8K +99 +4%
EP
1518
Edgestream Partners
New Jersey
$535K -$4.59K -23 -0.9%
MCP
1519
Mirador Capital Partners
California
$535K -$23.5K -118 -4%
KA
1520
Kovack Advisors
Florida
$535K -$158K -792 -23%
CCG
1521
Cypress Capital Group
Florida
$534K -$413K -2,072 -44%
UCB
1522
United Community Bank
South Carolina
$532K +$5.99K +30 +1%
BWP
1523
Balboa Wealth Partners
Arizona
$531K -$88.6K -444 -14%
TSWM
1524
Triangle Securities Wealth Management
North Carolina
$531K +$531K +2,660 New
BAAM
1525
Baker Avenue Asset Management
California
$528K -$9.58K -48 -2%