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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 %
BFA
2026
Beaumont Financial Advisors
Massachusetts
$217K +$20.1K +101 +10%
PP
2027
PDS Planning
Ohio
$217K -$5.79K -29 -3%
PWP
2028
Precedent Wealth Partners
Texas
$217K +$217K +1,086 New
CWA
2029
Continuum Wealth Advisors
New York
$215K
SFG
2030
Stonebridge Financial Group
Pennsylvania
$214K -$105K -524 -33%
RMC
2031
Ring Mountain Capital
California
$214K +$12.2K +61 +6%
EHC
2032
Everett Harris & Co
California
$214K -$5.99K -30 -3%
WTB
2033
Washington Trust Bank
Washington
$214K -$777K -3,893 -78%
EE
2034
EWG Elevate
California
$213K -$2.1M -10,535 -91%
CIA
2035
Cladis Investment Advisory
Montana
$213K
AWM
2036
Ariadne Wealth Management
California
$213K
PWM
2037
PBMares Wealth Management
Virginia
$213K +$13K +65 +7%
TWG
2038
The Wealth Group
Minnesota
$212K
TCM
2039
Tassel Capital Management
North Carolina
$211K +$211K +1,059 New
CWM
2040
Cabot Wealth Management
Massachusetts
$211K
SIC
2041
SJS Investment Consulting
Ohio
$210K
AIA
2042
Armor Investment Advisors
North Carolina
$210K
CIP
2043
Capital Insight Partners
Arizona
$209K -$15K -75 -7%
DSC
2044
Duncker Streett & Co
Missouri
$209K -$119K -598 -36%
PFA
2045
Pathway Financial Advisors
Vermont
$209K
FWM
2046
FSA Wealth Management
Massachusetts
$208K -$12K -60 -5%
LFA
2047
Lauterbach Financial Advisors
Texas
$207K
PNAA
2048
Pictet North America Advisors
Switzerland
$207K
CCP
2049
Cassia Capital Partners
North Carolina
$206K
IIA
2050
Integrity Investment Advisors
Colorado
$205K +$205K +1,029 New