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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
FZCM
2001
Flynn Zito Capital Management
New York
$331K +$6.88K +28 +2%
NRI
2002
NFP Retirement Inc
California
$330K +$55.1K +224 +20%
BWM
2003
BCGM Wealth Management
Indiana
$330K +$492 +2 +0.1%
MSG
2004
Main Street Group
Virginia
$329K +$70.6K +287 +27%
MWM
2005
Moulton Wealth Management
Washington
$329K +$325K +1,323 New
SAM
2006
SP Asset Management
California
$329K
DF
2007
Dunhill Financial
United Kingdom
$328K -$33.2K -135 -9%
MMPW
2008
Mitchell McLeod Pugh & Williams
Alabama
$328K
MA
2009
MBA Advisors
Pennsylvania
$328K -$24.6K -100 -7%
CWM
2010
CCG Wealth Management
California
$328K -$6.39K -26 -2%
7WCP
2011
71 West Capital Partners
Massachusetts
$327K +$326K +1,327 New
KWM
2012
Kiker Wealth Management
Georgia
$325K -$13.1M -53,312 -98%
Schroder Investment Management Group
2013
Schroder Investment Management Group
United Kingdom
$325K
BHB
2014
Bank Hapoalim BM
Israel
$325K -$62.2K -253 -16%
FH
2015
Financial Harvest
Florida
$325K
ACM
2016
Allred Capital Management
Texas
$323K
ATC
2017
Adirondack Trust Company
New York
$323K -$8.61K -35 -3%
CFG
2018
Carter Financial Group
Illinois
$323K -$246 -1 -0.1%
GSAM
2019
Grant Street Asset Management
Pennsylvania
$323K -$48.9K -199 -13%
CBOR
2020
Community Bank of Raymore
Missouri
$322K
WI
2021
Wedgewood Investors
Pennsylvania
$322K -$3.93K -16 -1%
RSA
2022
River Street Advisors
Illinois
$321K
VMMC
2023
V.M. Manning & Co
South Carolina
$320K -$76.2K -310 -19%
DPW
2024
DiNuzzo Private Wealth
Pennsylvania
$320K
MM
2025
Meridian Management
Arkansas
$320K