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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
GC
2526
Granville Capital
North Carolina
$10.4K
SFCL
2527
Strengthening Families & Communities LLC
Massachusetts
$9.97K +$10.3K +40 New
CSWG
2528
Cardinal Strategic Wealth Guidance
Kentucky
$9.92K
CWIG
2529
Chung Wu Investment Group
Texas
$9.92K
PS
2530
Pinney & Scofield
Massachusetts
$9.42K
EWA
2531
Elevate Wealth Advisory
Georgia
$9.18K
IWS
2532
Intentional Wealth Strategies
Colorado
$9.18K +$9.54K +37 New
KFP
2533
Kerr Financial Planning
California
$9.02K -$17.8K -69 -68%
GK
2534
Graney & King
New York
$8.5K
MWA
2535
Merkkuri Wealth Advisors
New York
$7.52K +$7.74K +30 New
TFM
2536
TFC Financial Management
Massachusetts
$7.45K
DAM
2537
Delta Asset Management
Tennessee
$7.44K
SC
2538
Sawyer & Company
Massachusetts
$7.44K
FFL
2539
Financial Freedom LLC
Ohio
$7.2K
SRCM
2540
Signature Resources Capital Management
California
$7.19K -$2.84K -11 -28%
CCC
2541
Chelsea Counsel Company
California
$7.19K
TC
2542
Truvestments Capital
Florida
$6.94K
WBC
2543
West Branch Capital
Massachusetts
$6.94K
HIC
2544
Hamrick Investment Counsel
Washington
$6.2K +$6.45K +25 New
CVM
2545
Cheviot Value Management
California
$5.46K
VWA
2546
Valued Wealth Advisors
Utah
$5.46K
NECFA
2547
New England Capital Financial Advisors
Connecticut
$4.96K
WAG
2548
Wiser Advisor Group
Arizona
$4.96K
IIL
2549
Insight Inv LLC
California
$4.71K -$23K -89 -82%
FC
2550
Fairscale Capital
New Hampshire
$4.71K

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.