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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
EWA
1826
Encompass Wealth Advisors
Oregon
$433K
CNBOF
1827
City National Bank of Florida
Florida
$433K
FFM
1828
Flagstone Financial Management
Nebraska
$433K
MCM
1829
Mainstay Capital Management
Michigan
$433K -$90.7K -369 -17%
AWP
1830
Abacus Wealth Partners
California
$433K -$13.3K -54 -3%
FAT
1831
First American Trust
California
$432K +$30.5K +124 +8%
B
1832
Birchbrook
Maine
$432K +$67.4K +274 +19%
RDWM
1833
Red Door Wealth Management
Tennessee
$431K +$246 +1 +0.1%
FLP
1834
Financial Life Planners
Arizona
$431K +$6.15K +25 +1%
EM
1835
ELCO Management
New York
$431K +$4.92K +20 +1%
AFA
1836
Amicus Financial Advisors
Texas
$428K +$428K +1,739 New
AIA
1837
AssuredPartners Investment Advisors
Florida
$428K +$428K +1,739 New
SHJ
1838
Sharkey, Howes & Javer
Colorado
$427K -$11.8K -48 -3%
PAS
1839
Professional Advisory Services
Florida
$427K
OWA
1840
One Wealth Advisors
California
$427K +$426K +1,734 New
4WM
1841
49 Wealth Management
Texas
$427K -$24.8K -101 -6%
ZIG
1842
Zullo Investment Group
Pennsylvania
$425K
DWA
1843
Dougherty Wealth Advisers
Minnesota
$422K +$378K +1,539 +869%
AG
1844
Advocate Group
Minnesota
$422K
DA
1845
Detalus Advisors
Missouri
$422K
WA
1846
Wealthstar Advisors
Texas
$422K -$7.87K -32 -2%
WA
1847
Waystone Advisors
Washington
$422K +$421K +1,713 New
IWP
1848
Innova Wealth Partners
Pennsylvania
$419K +$90.7K +369 +28%
TVM
1849
True Vision MN
Minnesota
$419K -$6.64K -27 -2%
APWA
1850
Atlas Private Wealth Advisors
New Jersey
$418K -$246 -1 -0.1%