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iShares Russell 2000 ETF

2,718 hedge funds and large institutions have $83.8B invested in iShares Russell 2000 ETF in 2026 Q2 according to their latest regulatory filings, with 287 funds opening new positions, 816 increasing their positions, 1,064 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more first-time investments, than exits

New positions opened: 287 | Existing positions closed: 94

10% more capital invested

Capital invested by funds: $75.8B → $83.8B (+$7.92B)

8% more funds holding in top 10

Funds holding in top 10: 169182 (+13)

5% more funds holding

Funds holding: 2,5792,718 (+139)

6.8% less ownership

Funds ownership: 107.23%100.43% (-6.8%)

23% less repeat investments, than reductions

Existing positions increased: 816 | Existing positions reduced: 1,064

63% less call options, than puts

Call options by funds: $47.3B | Put options by funds: $127B

Holders
2,718
Holders Change
+139
Holders Change %
+5.39%
% of All Funds
32.89%
Holding in Top 10
182
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+7.69%
% of All Funds
2.2%
New
287
Increased
816
Reduced
1,064
Closed
94
Calls
$47.3B
Puts
$127B
Net Calls
-$80B
Net Calls Change
-$17.7B
Name Holding Trade Value Shares
Change
Change in
Stake
GWA
2776
Geometric Wealth Advisors
District of Columbia
-$288K -1,161 Closed
PFG
2777
Prosperity Financial Group
California
-$274K -1,106 Closed
IFA
2778
Interactive Financial Advisors
Illinois
-$264K -1,063 Closed
SWM
2779
Shakespeare Wealth Management
Wisconsin
-$257K -1,037 Closed
KCM
2780
Kendall Capital Management
Maryland
-$245K -987 Closed
GFWA
2781
Grey Fox Wealth Advisors
Delaware
-$231K -931 Closed
FWA
2782
FSC Wealth Advisors
New York
-$224K -905 Closed
WAOTB
2783
Wealth Advisors of Tampa Bay
Florida
-$217K -874 Closed
CAM
2784
CenterStar Asset Management
Illinois
-$241K -859 Closed
CG
2785
Cynosure Group
Utah
-$208K -840 Closed
TDC
2786
Thompson Davis & Co
Virginia
-$207K -835 Closed
FVWA
2787
Foster Victor Wealth Advisors
South Carolina
-$224K -833 Closed
BI
2788
Ballast Inc
Kentucky
-$205K -826 Closed
FP
2789
Fiduciary Planning
Florida
-$204K -822 Closed
WA
2790
Winter & Associates
Minnesota
-$205K -812 Closed
B
2791
Bellecapital
Switzerland
-$200K -808 Closed
SIS
2792
Sound Income Strategies
Florida
-$164K -659 Closed
WT
2793
WHI Trust
Illinois
-$124K -500 Closed
WPA
2794
Wealth Preservation Advisors
Tennessee
-$110K -442 Closed
QL
2795
Quarry LP
New York
-$102K -410 Closed
TWM
2796
TopTier Wealth Management
Wisconsin
-$99.2K -400 Closed
PJC
2797
Phillip James Consulting
Minnesota
-$79K -251 Closed
TPWA
2798
Twin Peaks Wealth Advisors
California
-$57.3K -231 Closed
SAP
2799
Strategic Advisory Partners
North Carolina
-$52.6K -212 Closed
OWA
2800
Opal Wealth Advisors
New York
-$48.4K -195 Closed

IWM Hedge Fund Activity: Q2 2026 in Review

2,718 of the 8,263 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q2 2026, worth a combined $83.8B — up 10% from $75.8B a quarter earlier.

Buyers outnumbered sellers: 287 funds opened new IWM positions and 94 closed out — a net gain of 193 holders — while 816 added to existing stakes and 1,064 trimmed.

The largest buyer was Wells Fargo, adding an estimated $628M. The largest seller was Morgan Stanley, cutting an estimated $3.11B.

  • 2,718 institutional investors held iShares Russell 2000 ETF (IWM) as of Q2 2026, up from 2,579 in Q1 2026.
  • Funds reported $83.8B of iShares Russell 2000 ETF stock for Q2 2026, up 10% quarter-over-quarter.
  • 287 funds opened new iShares Russell 2000 ETF positions in Q2 2026 and 94 closed out, a net change of +193 holders.
  • The largest iShares Russell 2000 ETF buyer in Q2 2026 was Wells Fargo, an estimated $628M added.
  • The largest iShares Russell 2000 ETF seller in Q2 2026 was Morgan Stanley, an estimated $3.11B sold.

Based on aggregated 13F filings for Q2 2026.