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iShares Russell 2000 ETF
IWM

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: 166 → 169 (+3)

1% less funds holding

Funds holding: 2,597 → 2,579 (-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

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
SRCM
2551
Signature Resources Capital Management
California
$7.19K -$2.84K -11 -28%
CCC
2552
Chelsea Counsel Company
California
$7.19K – – –
TC
2553
Truvestments Capital
Florida
$6.94K – – –
WBC
2554
West Branch Capital
Massachusetts
$6.94K – – –
HIC
2555
Hamrick Investment Counsel
Washington
$6.2K +$6.45K +25 New
CVM
2556
Cheviot Value Management
California
$5.46K – – –
VWA
2557
Valued Wealth Advisors
Utah
$5.46K – – –
NECFA
2558
New England Capital Financial Advisors
Connecticut
$4.96K – – –
WAG
2559
Wiser Advisor Group
Arizona
$4.96K – – –
IIL
2560
Insight Inv LLC
California
$4.71K -$23K -89 -82%
FC
2561
Fairscale Capital
New Hampshire
$4.71K – – –
ACM
2562
Accent Capital Management
Ohio
$4.46K +$4.64K +18 New
WAG
2563
Wilkerson Advisory Group
Missouri
$4.06K – – –
SFG
2564
Strive Financial Group
Indiana
$4K – – –
MASM
2565
MH & Associates Securities Management
California
$3.97K – – –
KG
2566
Kilter Group
New York
$3.72K – – –
MWC
2567
MBM Wealth Consultants
Missouri
$2.98K +$3.1K +12 New
SC
2568
Solstein Capital
California
$2.73K – – –
WPWM
2569
Western Pacific Wealth Management
Illinois
$2.56K – – –
LA
2570
LM Advisors
California
$2.51K -$204K -790 -56%
GPFA
2571
Game Plan Financial Advisors
Ohio
$2.48K -$10.1K -39 -80%
CPG
2572
Cornerstone Planning Group
New Jersey
$2.26K -$2.06K -8 -50%
CMP
2573
Coston McIsaac & Partners
Maine
$2K – – –
PWM
2574
Proathlete Wealth Management
Florida
$2K – – –
CW
2575
CrossGen Wealth
North Carolina
$1.98K – – –
101 102
103
104 105

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.