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iShares Russell 2000 ETF

2,568 hedge funds and large institutions have $75.8B invested in iShares Russell 2000 ETF in 2026 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 888 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: 189 | 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: 2,5902,568 (-22)

10% less repeat investments, than reductions

Existing positions increased: 888 | Existing positions reduced: 986

61% less call options, than puts

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

Holders
2,568
Holders Change
-22
Holders Change %
-0.85%
% of All Funds
31.59%
Holding in Top 10
167
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.21%
% of All Funds
2.05%
New
189
Increased
888
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
GWAM
226
Guardian Wealth Advisors (Minnesota)
Minnesota
$18.9M -$580K -2,248 -3%
ANB
227
Amarillo National Bank
Texas
$18.8M -$624K -2,420 -3%
AB
228
ANB Bank
Colorado
$18.8M -$1.89M -7,346 -9%
AFP
229
Ausdal Financial Partners
Iowa
$18.7M +$721K +2,797 +4%
WM
230
WS Management
Florida
$18.6M +$19.3M +75,000 New
EWA
231
EP Wealth Advisors
California
$18.5M +$1.07M +4,149 +6%
BFG
232
Baron Financial Group
New Jersey
$18.2M -$141K -548 -0.7%
DCM
233
Dimension Capital Management
Florida
$18M +$2.49M +9,639 +15%
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$17.9M -$59.8K -232 -0.3%
SL
235
Salomon & Ludwin
Virginia
$17.9M -$161K -624 -0.9%
DT
236
Diversified Trust
Tennessee
$17.8M +$393K +1,524 +2%
KCM
237
Kanawha Capital Management
Virginia
$17.7M -$175K -678 -0.9%
IWC
238
Integrated Wealth Concepts
Massachusetts
$17.7M +$4.98M +19,287 +37%
CA
239
Crewe Advisors
Utah
$17.6M -$99.1K -384 -0.5%
PA
240
Pinnacle Associates
New York
$17.6M -$717K -2,780 -4%
CT
241
Coastline Trust
Rhode Island
$17.6M -$1.94M -7,513 -10%
MFG
242
Merit Financial Group
Georgia
$17.5M +$12.3M +47,506 +205%
LCM
243
LCM Capital Management
Illinois
$17.4M +$152K +589 +0.8%
VCA
244
Verdence Capital Advisors
Maryland
$17.4M -$156K -606 -0.9%
TPWA
245
TRUE Private Wealth Advisors
Oregon
$17.3M +$1.41M +5,462 +9%
ACL
246
Azora Capital LP
Florida
$17.2M +$17.9M +69,401 New
PFM
247
Patton Fund Management
Texas
$17.2M -$467K -1,811 -3%
FSAG
248
Financial Solutions Advisory Group
Illinois
$17M +$17.7M +68,437 New
QCM
249
Quantinno Capital Management
New York
$16.8M +$3.87M +15,000 +28%
IAN
250
Integrated Advisors Network
Texas
$16.6M +$5.69M +22,063 +49%

IWM Hedge Fund Activity: Q1 2026 in Review

2,568 of the 8,130 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: 189 funds opened new IWM positions and 167 closed out — a net gain of 22 holders — while 888 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.

  • 2,568 institutional investors held iShares Russell 2000 ETF (IWM) as of Q1 2026, down from 2,590 in Q4 2025.
  • Funds reported $75.8B of iShares Russell 2000 ETF stock for Q1 2026, up 7.6% quarter-over-quarter.
  • 189 funds opened new iShares Russell 2000 ETF positions in Q1 2026 and 167 closed out, a net change of +22 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.