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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
RAM
2501
Ramirez Asset Management
New York
$24.8K
CFP
2502
Comprehensive Financial Planning
Pennsylvania
$24.5K
BHWM
2503
Beaird Harris Wealth Management
Texas
$24.1K -$154K -597 -86%
CFSG
2504
Community Financial Services Group
Vermont
$24K +$24.8K +96 New
BH
2505
Burk Holdings
Oklahoma
$23.8K +$24.8K +96 New
WG
2506
Wellington Group
Indiana
$22.8K +$23.7K +92 New
BNA
2507
BankChampaign National Association
Illinois
$22.6K -$79.7K -309 -77%
SG
2508
Sankala Group
Colorado
$22.1K +$23.2K +90 New
CW
2509
Curio Wealth
Maryland
$22.1K
BIG
2510
Brookwood Investment Group
Arizona
$21.6K +$22.4K +87 New
LHEI
2511
Leo H. Evart Inc
California
$20.8K +$21.7K +84 New
IRAG
2512
Investment Research & Advisory Group
Georgia
$20.5K +$21.4K +83 New
PMIM
2513
Prudent Man Investment Management
Colorado
$20.4K
OWP
2514
ORG Wealth Partners
Texas
$19.8K -$3.87K -15 -16%
GI
2515
GS Investments
Minnesota
$18.6K
SWP
2516
SIMA Wealth Partners
Virginia
$18.1K -$258 -1 -1%
SA
2517
SRH Advisors
Kansas
$17.4K
NA
2518
Networth Advisors
Pennsylvania
$16.9K -$1.55K -6 -8%
CA
2519
Centerpoint Advisors
Massachusetts
$16K -$2.84K -11 -15%
T
2520
Tidemark
California
$15.7K +$16.3K +63 New
KCM
2521
Key Capital Management
Tennessee
$15.4K -$4.13K -16 -21%
PWA
2522
Portus Wealth Advisors
North Carolina
$15.1K +$15.7K +61 New
BDPWM
2523
Barnes Dennig Private Wealth Management
Ohio
$15.1K
BAM
2524
Bellevue Asset Management
Washington
$15K
PWM
2525
Provident Wealth Management
Tennessee
$14.1K

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.