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iShares Russell 2000 ETF

2,569 hedge funds and large institutions have $75.8B invested in iShares Russell 2000 ETF in 2026 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 889 increasing their positions, 986 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed

13.42% more ownership

Funds ownership: 93.72%107.14% (+13%)

13% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 167

8% more capital invested

Capital invested by funds: $70.4B → $75.8B (+$5.34B)

1% more funds holding in top 10

Funds holding in top 10: 165167 (+2)

1% less funds holding

Funds holding: 2,5912,569 (-22)

10% less repeat investments, than reductions

Existing positions increased: 889 | Existing positions reduced: 986

61% less call options, than puts

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

Holders
2,569
Holders Change
-22
Holders Change %
-0.85%
% of All Funds
31.58%
Holding in Top 10
167
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.21%
% of All Funds
2.05%
New
188
Increased
889
Reduced
986
Closed
167
Calls
$40.3B
Puts
$102B
Net Calls
-$62.2B
Net Calls Change
-$15.7B
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$10.3B -$556M -2,156,196 -5%
Morgan Stanley
2
Morgan Stanley
New York
$7.38B +$3.26B +12,640,789 +74%
Goldman Sachs
3
Goldman Sachs
New York
$4.77B +$1.16B +4,487,772 +30%
BlackRock
4
BlackRock
New York
$2.6B +$41.3M +160,152 +2%
Wells Fargo
5
Wells Fargo
California
$2.37B -$663M -2,569,157 -21%
Empower Advisory Group
6
Empower Advisory Group
Colorado
$2.13B +$31.1M +120,455 +1%
Citigroup
7
Citigroup
New York
$2.1B +$1.36B +5,288,480 +166%
UBS Group
8
UBS Group
Switzerland
$1.67B +$493M +1,911,669 +40%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.55B -$440M -1,704,290 -21%
BNP Paribas Financial Markets
10
BNP Paribas Financial Markets
France
$1.53B +$311M +1,205,881 +24%
JP Morgan Chase
11
JP Morgan Chase
New York
$1.48B +$532M +2,063,362 +50%
Treasurer of the State of North Carolina
12
Treasurer of the State of North Carolina
North Carolina
$1.47B +$1B +3,884,893 +192%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
13
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.16B -$64.2M -249,000 -5%
Barclays
14
Barclays
United Kingdom
$1.16B +$295M +1,143,326 +32%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.08B +$119M +462,362 +12%
Northern Trust
16
Northern Trust
Illinois
$1.03B -$27.1M -104,866 -2%
HF
17
HRT Financial
New York
$973M -$50.3M -194,938 -5%
LPL Financial
18
LPL Financial
California
$927M -$957M -3,709,737 -50%
Rafferty Asset Management
19
Rafferty Asset Management
New York
$907M -$341M -1,321,565 -27%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$862M -$64M -247,923 -7%
US Bancorp
21
US Bancorp
Minnesota
$859M +$298M +1,156,047 +50%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$790M +$50.9M +197,189 +7%
Jane Street
23
Jane Street
New York
$740M +$274M +1,063,224 +55%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$728M +$191M +741,080 +34%
Canada Pension Plan Investment Board
25
Canada Pension Plan Investment Board
Ontario, Canada
$690M

IWM Hedge Fund Activity: Q1 2026 in Review

2,569 of the 8,134 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q1 2026, worth a combined $75.8B — up 7.6% from $70.4B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new IWM positions and 167 closed out — a net gain of 21 holders — while 889 added to existing stakes and 986 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.26B. The largest seller was LPL Financial, cutting an estimated $957M.

  • 2,569 institutional investors held iShares Russell 2000 ETF (IWM) as of Q1 2026, down from 2,591 in Q4 2025.
  • Funds reported $75.8B of iShares Russell 2000 ETF stock for Q1 2026, up 7.6% quarter-over-quarter.
  • 188 funds opened new iShares Russell 2000 ETF positions in Q1 2026 and 167 closed out, a net change of +21 holders.
  • The largest iShares Russell 2000 ETF buyer in Q1 2026 was Morgan Stanley, an estimated $3.26B added.
  • The largest iShares Russell 2000 ETF seller in Q1 2026 was LPL Financial, an estimated $957M sold.

Based on aggregated 13F filings for Q1 2026.