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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
IRAG
2501
Investment Research & Advisory Group
Georgia
$20.5K +$21.4K +83 New
PMIM
2502
Prudent Man Investment Management
Colorado
$20.4K
OWP
2503
ORG Wealth Partners
Texas
$19.8K -$3.87K -15 -16%
GI
2504
GS Investments
Minnesota
$18.6K
SWP
2505
SIMA Wealth Partners
Virginia
$18.1K -$258 -1 -1%
SA
2506
SRH Advisors
Kansas
$17.4K
NA
2507
Networth Advisors
Pennsylvania
$16.9K -$1.55K -6 -8%
CA
2508
Centerpoint Advisors
Massachusetts
$16K -$2.84K -11 -15%
T
2509
Tidemark
California
$15.7K +$16.3K +63 New
KCM
2510
Key Capital Management
Tennessee
$15.4K -$4.13K -16 -21%
PWA
2511
Portus Wealth Advisors
North Carolina
$15.1K +$15.7K +61 New
BDPWM
2512
Barnes Dennig Private Wealth Management
Ohio
$15.1K
BAM
2513
Bellevue Asset Management
Washington
$15K
PWM
2514
Provident Wealth Management
Tennessee
$14.1K
PFO
2515
Pioneer Family Office
Florida
$13.6K -$164K -635 -92%
ACM
2516
Anfield Capital Management
California
$12.6K
BGAI
2517
Bruce G. Allen Investments
Colorado
$12.6K +$13.2K +51 New
WOSD
2518
WFA of San Diego
California
$12.4K
FM
2519
Family Management
New York
$12.2K
WWMSC
2520
Wagner Wealth Management (South Carolina)
South Carolina
$12.2K +$2.84K +11 +29%
UIA
2521
Ulland Investment Advisors
Minnesota
$12K
MNA
2522
Manning & Napier Advisors
New York
$11.7K +$12.6K +49 New
JWM
2523
JPL Wealth Management
Colorado
$11.4K +$11.9K +46 New
DRP
2524
Decker Retirement Planning
Utah
$11K +$10.3K +40 +1,000%
RF
2525
Robinswood Financial
Washington
$10.6K -$127K -494 -92%

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.