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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
SWIM
1851
Smallwood Wealth Investment Management
New Jersey
$417K -$1.97K -8 -0.5%
RWM
1852
Rockwood Wealth Management
Pennsylvania
$417K -$17.2K -70 -4%
WA
1853
Walsh & Associates
Florida
$417K +$417K +1,695 New
NI
1854
Natural Investments
California
$417K +$417K +1,695 New
AMCA
1855
Arthur M. Cohen & Associates
Illinois
$417K
TWPM
1856
Total Wealth Planning & Management
Florida
$417K +$416K +1,692 New
TL
1857
Tradewinds LLC
North Carolina
$416K -$23.4K -95 -5%
NC
1858
North Capital
Utah
$415K +$9.83K +40 +2%
CWM
1859
Castle Wealth Management
Florida
$414K +$70.6K +287 +21%
PCS
1860
Private Client Services
Kentucky
$414K +$54.6K +222 +15%
OWA
1861
Octavia Wealth Advisors
Ohio
$412K -$9.34K -38 -2%
TWA
1862
TCI Wealth Advisors
Arizona
$412K -$50.6K -206 -11%
XWM
1863
Xcel Wealth Management
Florida
$411K
PCA
1864
Purkiss Capital Advisors
Connecticut
$411K -$41.8K -170 -9%
PK
1865
Pflug Koory
Nebraska
$410K
BCMLT
1866
Beacon Capital Management LLC (Tennessee)
Tennessee
$409K -$42K -171 -9%
SAM
1867
S.A. Mason
Michigan
$409K
AFS
1868
AFG Fiduciary Services
Massachusetts
$408K
RIG
1869
RiverFront Investment Group
Virginia
$407K -$77.2K -314 -16%
SFG
1870
Sage Financial Group
Pennsylvania
$407K
JPG
1871
Jordan Park Group
California
$407K -$283K -1,150 -41%
IPW
1872
Inlet Private Wealth
Florida
$406K
QPWM
1873
Quadrant Private Wealth Management
Pennsylvania
$406K
MFG
1874
Midwest Financial Group
Kansas
$406K -$7.38K -30 -2%
PAM
1875
PVG Asset Management
Colorado
$405K +$405K +1,646 New