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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
BMWM
1676
Brown Miller Wealth Management
Virginia
$559K -$44.5K -181 -7%
MRP
1677
Measured Risk Portfolios
California
$558K +$983 +4 +0.2%
BHWM
1678
Bar Harbor Wealth Management
New Hampshire
$555K
Fiera Capital (Canada)
1679
Fiera Capital (Canada)
Quebec, Canada
$554K -$440K -1,790 -44%
First Manhattan
1680
First Manhattan
New York
$553K -$38.4K -156 -6%
RA
1681
RoundAngle Advisors
New Jersey
$552K -$27.3K -111 -5%
SWA
1682
Sax Wealth Advisors
New Jersey
$552K +$39.3K +160 +8%
GSEP
1683
Golden State Equity Partners
California
$549K +$343K +1,396 +167%
VA
1684
Valor Advisors
Florida
$549K +$548K +2,230 New
GFG
1685
Grantvest Financial Group
New Jersey
$548K -$34.9K -142 -6%
SWM
1686
SHP Wealth Management
Massachusetts
$546K +$545K +2,217 New
MWA
1687
Midland Wealth Advisors
Illinois
$545K -$19.9K -81 -4%
SWM
1688
SeaCrest Wealth Management
New York
$544K -$175K -713 -25%
LI
1689
LRI Investments
Florida
$543K -$130K -529 -19%
CFG
1690
Compass Financial Group
Ohio
$543K +$542K +2,204 New
CFS
1691
Commonwealth Financial Services
West Virginia
$542K +$13K +53 +2%
PF
1692
Penney Financial
Texas
$542K
TWP
1693
Triad Wealth Partners
Kansas
$542K +$64.7K +263 +14%
KWA
1694
Kondo Wealth Advisors
California
$541K -$246 -1 -0%
DCM
1695
Donaldson Capital Management
Indiana
$539K -$150K -612 -22%
RIA
1696
Retirement Investment Advisors
Oklahoma
$536K -$34.7K -141 -6%
SSW
1697
Stone Summit Wealth
Florida
$536K -$18.4K -75 -3%
OP
1698
ORG Partners
Indiana
$535K +$2.95K +12 +0.6%
FA
1699
Fountainhead AM
New Jersey
$535K -$1.26M -5,106 -39%
MWM
1700
Mascoma Wealth Management
New Hampshire
$533K