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iShares Russell 2000 ETF

2,588 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: 2,4282,588 (+160)

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
2,588
Holders Change
+160
Holders Change %
+6.59%
% of All Funds
31.49%
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
SEM
1951
Strategic Equity Management
Arizona
$361K +$361K +1,468 New
ICP
1952
Interchange Capital Partners
Pennsylvania
$361K
SAM
1953
Seelaus Asset Management
New Jersey
$360K +$18.4K +75 +5%
DP
1954
Denver PWM
Colorado
$358K
CGF
1955
Constant Guidance Financial
Massachusetts
$358K +$128K +522 New
FCA
1956
Fortis Capital Advisors
Kansas
$357K +$492 +2 +0.1%
BFIC
1957
Bedell Frazier Investment Counselling
California
$355K -$12.9M -52,446 -97%
OFG
1958
Omega Financial Group
California
$354K +$492 +2 +0.1%
SWM
1959
Shrier Wealth Management
California
$353K +$353K +1,435 New
EWP
1960
Elevation Wealth Partners
California
$353K
FF
1961
Friedenthal Financial
New Jersey
$353K -$36.1K -147 -9%
KWM
1962
KW Wealth Management
California
$353K +$15.2K +62 +5%
JSC
1963
Jackson Square Capital
California
$352K -$4.31M -17,534 -92%
LFA
1964
Lauterbach Financial Advisors
Texas
$352K +$96.1K +391 +38%
PP
1965
Prosperity Planning
Missouri
$351K -$36.9K -150 -10%
DG
1966
Dala Group
Illinois
$351K +$350K +1,424 New
TWM
1967
Trueblood Wealth Management
Ohio
$350K +$738 +3 +0.2%
WAG
1968
Wallace Advisory Group
California
$350K +$1.72K +7 +0.5%
RFW
1969
Redwood Family Wealth
Texas
$350K +$349K +1,420 New
AC
1970
Asio Capital
Kentucky
$349K
FWA
1971
Flagship Wealth Advisors
Massachusetts
$348K
RAM
1972
Readystate Asset Management
Illinois
$347K +$347K +1,411 New
NFG
1973
Northbridge Financial Group
Florida
$347K +$346K +1,409 New
VFIC
1974
Valley Forge Investment Consultants
Pennsylvania
$346K
HNWAG
1975
High Net Worth Advisory Group
Florida
$345K -$28.3K -115 -8%