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iShares Russell 2000 ETF

2,332 hedge funds and large institutions have $61.9B invested in iShares Russell 2000 ETF in 2025 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 766 increasing their positions, 1,061 reducing their positions, and 248 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,332
Holders Change
-165
Holders Change %
-6.61%
% of All Funds
31.68%
Holding in Top 10
163
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-19.7%
% of All Funds
2.21%
New
136
Increased
766
Reduced
1,061
Closed
248
Calls
$45.2B
Puts
$108B
Net Calls
-$62.5B
Net Calls Change
+$1.54B
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
2001
TruNorth Capital Management
Michigan
$228K +$200K +1,001 +715%
SCP
2002
Sandhill Capital Partners
New York
$227K -$70.4K -353 -24%
GWMIA
2003
Global Wealth Management Investment Advisory
Florida
$226K -$66.6K -334 -23%
FWM
2004
ForthRight Wealth Management
Georgia
$226K +$399 +2 +0.2%
SAS
2005
Spurstone Advisory Services
Connecticut
$226K +$598 +3 +0.3%
SPWM
2006
Straight Path Wealth Management
Michigan
$225K
RMA
2007
Roffman Miller Associates
Pennsylvania
$225K -$3.79K -19 -2%
NPAN
2008
Northeast Planning Associates NH
New Hampshire
$225K -$818K -4,099 -78%
VBWMG
2009
Von Berge Wealth Management Group
California
$224K +$194 +1 +0.1%
JAG
2010
Journey Advisory Group
Kentucky
$224K +$11.6K +58 +5%
BSSFA
2011
Baron Silver Stevens Financial Advisors
Florida
$224K
CWA
2012
Cura Wealth Advisors
Illinois
$224K -$120K -600 -35%
RFW
2013
Rainier Family Wealth
Washington
$223K -$7.98K -40 -3%
CAM
2014
Clark Asset Management
New Hampshire
$223K -$41.7K -209 -16%
PG
2015
Patten Group
Tennessee
$223K -$2.99K -15 -1%
CLOS
2016
Compagnie Lombard Odier SCmA
Switzerland
$223K -$30.9K -155 -12%
VPP
2017
Vertex Planning Partners
Illinois
$223K -$8.58K -43 -4%
PNC
2018
Park National Corp
Ohio
$222K +$222K +1,115 New
ME
2019
McIlrath & Eck
Washington
$222K -$15.8K -79 -7%
MFA
2020
Morling Financial Advisors
California
$222K +$127K +637 +134%
CFGA
2021
Cambridge Financial Group (Arizona)
Arizona
$221K +$9.98K +50 +5%
MF
2022
Manuka Financial
Virginia
$219K
CCM
2023
Ciovacco Capital Management
Georgia
$219K -$2.41M -12,091 -92%
NFA
2024
Northern Financial Advisors
Michigan
$219K +$399 +2 +0.2%
NWA
2025
New World Advisors
Massachusetts
$218K +$218K +1,092 New