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iShares Russell 2000 ETF

2,533 hedge funds and large institutions have $75.6B invested in iShares Russell 2000 ETF in 2026 Q1 according to their latest regulatory filings, with 185 funds opening new positions, 881 increasing their positions, 972 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

9% less repeat investments, than reductions

Existing positions increased: 881 | Existing positions reduced: 972

2% less funds holding

Funds holding: 2,5762,533 (-43)

61% less call options, than puts

Call options by funds: $40.3B | Put options by funds: $102B

Holders
2,533
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
163
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40.3B
Puts
$102B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
501
Shepherd Wealth Management
Ohio
$5.95M
WJWM
502
Williams Jones Wealth Management
New York
$5.95M
TBWA
503
Three Bridge Wealth Advisors
California
$5.93M
WF
504
WinCap Financial
Massachusetts
$5.85M
LWANC
505
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.83M
MFS
506
Madrid Financial Services
California
$5.83M
MAS
507
MPWM Advisory Solutions
Georgia
$5.83M
SWR
508
Spahn Wealth & Retirement
Arizona
$5.81M
MC
509
Mount Capital
United Kingdom
$5.73M
CW
510
CreativeOne Wealth
Kansas
$5.69M
SWRP
511
Summit Wealth & Retirement Planning
California
$5.69M
ACA
512
Aptus Capital Advisors
Alabama
$5.69M
IPW
513
IronBridge Private Wealth
Texas
$5.67M
CAMG
514
CWA Asset Management Group
Florida
$5.63M
TCOT
515
Trust Company of Toledo
Ohio
$5.63M
MI
516
Moneywise Inc
Virginia
$5.62M
AI
517
Atom Investors
Texas
$5.62M
PWMG
518
Pinnacle Wealth Management Group
Michigan
$5.57M
MIC
519
Meridian Investment Counsel
California
$5.56M
RA
520
Rockingstone Advisors
Massachusetts
$5.56M
FWIA
521
Fort Washington Investment Advisors
Ohio
$5.55M
SJIM
522
St. Johns Investment Management
Florida
$5.54M
CGA
523
Crescent Grove Advisors
Illinois
$5.54M
LCOV
524
London Company of Virginia
Virginia
$5.54M
EGA
525
E&G Advisors
Texas
$5.53M