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iShares Russell 2000 ETF

2,589 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: 2,4282,589 (+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
2,589
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
LCM
1701
Liberty Capital Management
Michigan
$532K +$303K +1,234 +133%
HPM
1702
Hoxton Planning & Management
West Virginia
$532K -$22.4K -91 -4%
TCM
1703
Tran Capital Management
California
$531K +$17K +69 +3%
LCS
1704
Levin Capital Strategies
New York
$531K -$89.7K -365 -14%
WPP
1705
Whalerock Point Partners
Rhode Island
$531K -$49.2K -200 -8%
JJBC
1706
James J. Burns & Company
New York
$528K +$492 +2 +0.1%
PCM
1707
Prelude Capital Management
New York
$528K -$2.4M -9,774 -82%
OR
1708
Olympiad Research
Connecticut
$528K -$2.4M -9,766 -82%
CA
1709
Cortland Associates
Missouri
$528K
WFAG
1710
Wescott Financial Advisory Group
Pennsylvania
$527K +$25.8K +105 +5%
BI
1711
Breachway Investments
Rhode Island
$526K +$525K +2,135 New
HR
1712
Howe & Rusling
New York
$522K +$148K +603 +40%
SIC
1713
Samalin Investment Counsel
New York
$522K +$32.7K +133 +7%
BFAG
1714
Blackston Financial Advisory Group
Florida
$520K -$107K -435 -17%
SIAS
1715
Summit Investment Advisory Services
Minnesota
$520K
CAAS
1716
Capital Asset Advisory Services
Michigan
$520K +$5.16K +21 +1%
USWIA
1717
UP Strategic Wealth Investment Advisors
Pennsylvania
$519K
UBS AM
1718
UBS AM
Illinois
$519K +$518K +2,108 New
MI
1719
Moneywise Inc
Virginia
$518K +$518K +2,105 New
TAM
1720
Trillium Asset Management
Massachusetts
$518K
CWRP
1721
Cassady Wealth & Retirement Planning
Nevada
$518K +$517K +2,103 New
P8IP
1722
Pier 88 Investment Partners
California
$517K +$49.2K +200 +11%
RTC
1723
Real Talk Capital
Tennessee
$516K
JAG
1724
Journey Advisory Group
Kentucky
$514K -$11.8K -48 -2%
GCM
1725
Gables Capital Management
Florida
$514K -$3.69K -15 -0.7%