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iShares Russell 2000 ETF

2,579 hedge funds and large institutions have $75.8B invested in iShares Russell 2000 ETF in 2026 Q1 according to their latest regulatory filings, with 190 funds opening new positions, 892 increasing their positions, 988 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 167

13.47% more ownership

Funds ownership: 93.76%107.23% (+13%)

8% more capital invested

Capital invested by funds: $70.5B → $75.8B (+$5.38B)

2% more funds holding in top 10

Funds holding in top 10: 166169 (+3)

1% less funds holding

Funds holding: 2,5972,579 (-18)

10% less repeat investments, than reductions

Existing positions increased: 892 | Existing positions reduced: 988

61% less call options, than puts

Call options by funds: $40.3B | Put options by funds: $103B

Holders
2,579
Holders Change
-18
Holders Change %
-0.69%
% of All Funds
31.56%
Holding in Top 10
169
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.81%
% of All Funds
2.07%
New
190
Increased
892
Reduced
988
Closed
167
Calls
$40.3B
Puts
$103B
Net Calls
-$62.2B
Net Calls Change
-$15.7B
Name Holding Trade Value Shares
Change
Change in
Stake
LAS
2476
Lloyd Advisory Services
Georgia
$35K +$36.4K +141 New
ECA
2477
Elevated Capital Advisors
Utah
$33.7K
PIP
2478
Philadelphia Investment Partners
New Jersey
$33K +$34.3K +133 New
FIM
2479
FWL Investment Management
Texas
$32.7K
CT
2480
Clearstead Trust
Maine
$31.7K -$68.6K -266 -68%
Q1WB
2481
Quest 10 Wealth Builders
Virginia
$31.7K -$3.87K -15 -10%
QWM
2482
Quaker Wealth Management
New Jersey
$31.7K +$774 +3 +2%
TVWM
2483
Tower View Wealth Management
Wisconsin
$31.7K +$33K +128 New
OCM
2484
Osbon Capital Management
Massachusetts
$31.5K
PCA
2485
Providence Capital Advisors
North Carolina
$31.4K -$2.58K -10 -7%
MCA
2486
McGuire Capital Advisors
Oklahoma
$30.8K +$14.4K +56 +82%
TA
2487
TCM Advisors
West Virginia
$29.3K
TPCM
2488
Templeton & Phillips Capital Management
Tennessee
$29.3K
RFG
2489
REAP Financial Group
Texas
$28.7K +$15.7K +61 +111%
HIA
2490
HFM Investment Advisors
New Jersey
$28.5K -$12.1K -47 -29%
AWA
2491
Acumen Wealth Advisors
Tennessee
$28.5K +$1.55K +6 +6%
MWPCG
2492
Measured Wealth Private Client Group
New Hampshire
$28.3K
MSFP
2493
Mark Sheptoff Financial Planning
Connecticut
$28.3K +$25.8K +100 New
ICCON
2494
Investment Counsel Company of Nevada
Nevada
$26.8K
IA
2495
IFS Advisors
Kansas
$26K
IA
2496
IFG Advisory
Georgia
$25.3K -$9.3M -36,047 -100%
GWSA
2497
Global Wealth Strategies & Associates
Colorado
$24.8K -$4.13K -16 -14%
BCPWM
2498
Bradley & Co Private Wealth Management
Florida
$24.8K
CI
2499
Cordant Inc
Oregon
$24.8K
KSB
2500
Kennebec Savings Bank
Maine
$24.8K

IWM Hedge Fund Activity: Q1 2026 in Review

2,579 of the 8,172 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 $70.5B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new IWM positions and 167 closed out — a net gain of 23 holders — while 892 added to existing stakes and 988 trimmed.

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

  • 2,579 institutional investors held iShares Russell 2000 ETF (IWM) as of Q1 2026, down from 2,597 in Q4 2025.
  • Funds reported $75.8B of iShares Russell 2000 ETF stock for Q1 2026, up 7.6% quarter-over-quarter.
  • 190 funds opened new iShares Russell 2000 ETF positions in Q1 2026 and 167 closed out, a net change of +23 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.