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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 %
LA
1601
LM Advisors
California
$453K +$104K +523 +30%
VCM
1602
Virtue Capital Management
Tennessee
$452K +$452K +2,266 New
QFW
1603
QTR Family Wealth
Florida
$452K +$452K +2,264 New
EIP
1604
Ellis Investment Partners
Pennsylvania
$451K
OWA
1605
Octavia Wealth Advisors
Ohio
$450K +$4.59K +23 +1%
BCM
1606
Bayesian Capital Management
New York
$450K -$2.36M -11,845 -84%
AI
1607
Arvest Investments
Arkansas
$450K -$14.8K -74 -3%
MSCM
1608
McElhenny Sheffield Capital Management
Texas
$450K +$71K +356 +19%
KWA
1609
Kondo Wealth Advisors
California
$450K -$33.7K -169 -7%
DP
1610
Denver PWM
Colorado
$447K +$798 +4 +0.2%
OAS
1611
Optivise Advisory Services
Tennessee
$446K -$249K -1,246 -36%
PCM
1612
Parsons Capital Management
Rhode Island
$443K +$42.9K +215 +11%
PAWA
1613
Palo Alto Wealth Advisors
California
$440K +$1.04K +5 +0.2%
PF
1614
Penney Financial
Texas
$439K
SWM
1615
SK Wealth Management
Rhode Island
$438K -$125K -683 -22%
SC
1616
Sapient Capital
Indiana
$437K +$86.4K +433 +25%
SIC
1617
Samalin Investment Counsel
New York
$437K -$540K -2,707 -55%
KBFS
1618
Kohmann Bosshard Financial Services
Ohio
$435K
SWM
1619
Shepherd Wealth Management
Ohio
$433K -$24.6M -123,509 -98%
KCM
1620
KRS Capital Management
Michigan
$431K -$55.9K -280 -11%
NFA
1621
Northwest Financial Advisors
Virginia
$430K -$2.2K -11 -0.5%
CSIC
1622
Clifford Swan Investment Counsel
California
$429K
HCM
1623
Howland Capital Management
Massachusetts
$427K -$16.6K -83 -4%
BWCS
1624
Beirne Wealth Consulting Services
Connecticut
$426K -$937K -4,694 -69%
CAM
1625
Costello Asset Management
Pennsylvania
$424K