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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
TA
2476
TCM Advisors
West Virginia
$29.3K
TPCM
2477
Templeton & Phillips Capital Management
Tennessee
$29.3K
RFG
2478
REAP Financial Group
Texas
$28.7K +$15.7K +61 +111%
HIA
2479
HFM Investment Advisors
New Jersey
$28.5K -$12.1K -47 -29%
AWA
2480
Acumen Wealth Advisors
Tennessee
$28.5K +$1.55K +6 +6%
MWPCG
2481
Measured Wealth Private Client Group
New Hampshire
$28.3K
MSFP
2482
Mark Sheptoff Financial Planning
Connecticut
$28.3K +$25.8K +100 New
ICCON
2483
Investment Counsel Company of Nevada
Nevada
$26.8K
IA
2484
IFS Advisors
Kansas
$26K
IA
2485
IFG Advisory
Georgia
$25.3K -$9.3M -36,047 -100%
GWSA
2486
Global Wealth Strategies & Associates
Colorado
$24.8K -$4.13K -16 -14%
BCPWM
2487
Bradley & Co Private Wealth Management
Florida
$24.8K
CI
2488
Cordant Inc
Oregon
$24.8K
KSB
2489
Kennebec Savings Bank
Maine
$24.8K
RAM
2490
Ramirez Asset Management
New York
$24.8K
CFP
2491
Comprehensive Financial Planning
Pennsylvania
$24.5K
BHWM
2492
Beaird Harris Wealth Management
Texas
$24.1K -$154K -597 -86%
CFSG
2493
Community Financial Services Group
Vermont
$24K +$24.8K +96 New
BH
2494
Burk Holdings
Oklahoma
$23.8K +$24.8K +96 New
WG
2495
Wellington Group
Indiana
$22.8K +$23.7K +92 New
BNA
2496
BankChampaign National Association
Illinois
$22.6K -$79.7K -309 -77%
SG
2497
Sankala Group
Colorado
$22.1K +$23.2K +90 New
CW
2498
Curio Wealth
Maryland
$22.1K
BIG
2499
Brookwood Investment Group
Arizona
$21.6K +$22.4K +87 New
LHEI
2500
Leo H. Evart Inc
California
$20.8K +$21.7K +84 New

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.