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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 %
W
1676
Wealthquest
Ohio
$396K -$23.3K -117 -6%
CTA
1677
Chesley Taft & Associates
Illinois
$396K -$120K -600 -23%
AUB
1678
Atlantic Union Bankshares
Virginia
$396K -$997 -5 -0.3%
SFG
1679
Sovereign Financial Group
Connecticut
$395K +$66.2K +332 +20%
MSWMA
1680
Market Street Wealth Management Advisors
Indiana
$394K
AP
1681
Americana Partners
Texas
$394K -$367K -1,840 -48%
HFAS
1682
Hummer Financial Advisory Services
Illinois
$394K
MPM
1683
Meritage Portfolio Management
Kansas
$392K -$10.4K -52 -3%
MAS
1684
Madden Advisory Services
Florida
$392K -$3.59K -18 -0.9%
LWMM
1685
Legacy Wealth Management (Mississippi)
Mississippi
$391K +$391K +1,962 New
USWIA
1686
UP Strategic Wealth Investment Advisors
Pennsylvania
$391K
VIA
1687
Vickerman Investment Advisors
Washington
$391K -$6.78K -34 -2%
GCM
1688
Gables Capital Management
Florida
$391K -$26.9K -135 -6%
MCM
1689
Maple Capital Management
Vermont
$390K +$390K +1,956 New
MFG
1690
Midwest Financial Group
Kansas
$389K +$9.97K +50 +3%
HP
1691
Holistic Planning
Texas
$388K +$14K +70 +4%
RDWM
1692
Red Door Wealth Management
Tennessee
$387K
MCWA
1693
Meadow Creek Wealth Advisors
Georgia
$387K
MFG
1694
Magnus Financial Group
New York
$385K +$17.8K +89 +5%
BAM
1695
Byrne Asset Management
New Jersey
$383K +$383K +1,919 New
SSA
1696
SSA Swiss Advisors
$382K +$382K +1,915 New
CIS
1697
Custom Index Systems
New York
$381K
SIA
1698
Stegner Investment Associates
Kentucky
$380K
CWM
1699
Cahaba Wealth Management
Georgia
$378K +$599 +3 +0.2%
LHC
1700
Little House Capital
Massachusetts
$378K -$12.1M -60,485 -97%