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iShares Russell 2000 ETF
IWM

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: 165 → 167 (+2)

1% less funds holding

Funds holding: 2,590 → 2,568 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.26B
2
Citigroup
Citigroup
New York
+$1.36B
3
Goldman Sachs
Goldman Sachs
New York
+$1.16B
4
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
+$1B
5
JP Morgan Chase
JP Morgan Chase
New York
+$532M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$957M
2
Wells Fargo
Wells Fargo
California
-$663M
3
Bank of America
Bank of America
North Carolina
-$556M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$440M
5
IMC Chicago
IMC Chicago
Illinois
-$390M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2551
Accent Capital Management
Ohio
$4.46K +$4.64K +18 New
WAG
2552
Wilkerson Advisory Group
Missouri
$4.06K – – –
SFG
2553
Strive Financial Group
Indiana
$4K – – –
MASM
2554
MH & Associates Securities Management
California
$3.97K – – –
KG
2555
Kilter Group
New York
$3.72K – – –
MWC
2556
MBM Wealth Consultants
Missouri
$2.98K +$3.1K +12 New
SC
2557
Solstein Capital
California
$2.73K – – –
WPWM
2558
Western Pacific Wealth Management
Illinois
$2.56K – – –
LA
2559
LM Advisors
California
$2.51K -$204K -790 -56%
GPFA
2560
Game Plan Financial Advisors
Ohio
$2.48K -$10.1K -39 -80%
CPG
2561
Cornerstone Planning Group
New Jersey
$2.26K -$2.06K -8 -50%
CMP
2562
Coston McIsaac & Partners
Maine
$2K – – –
PWM
2563
Proathlete Wealth Management
Florida
$2K – – –
CW
2564
CrossGen Wealth
North Carolina
$1.98K – – –
FC
2565
Financial Consulate
Maryland
$1.98K – – –
KTC
2566
Kentucky Trust Company
Kentucky
$1.49K – – –
TFA
2567
Transamerica Financial Advisors
Florida
$1.36K – – –
HIM
2568
Hillsdale Investment Management
Ontario, Canada
$1.24K – – –
SIP
2569
Sellwood Investment Partners
Oregon
$1.24K – – –
C
2570
Covestor
United Kingdom
$1K +$774 +3 +150%
SAS
2571
Spurstone Advisory Services
Connecticut
$744 – – –
IMC Chicago
2572
IMC Chicago
Illinois
– -$390M -1,585,486 Closed
Allianz Asset Management
2573
Allianz Asset Management
Germany
– -$303M -1,173,150 Closed
Parallax Volatility Advisers
2574
Parallax Volatility Advisers
California
– -$161M -625,766 Closed
Balyasny Asset Management
2575
Balyasny Asset Management
Illinois
– -$82.5M -319,832 Closed
101 102
103
104 105

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.