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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
Marshall Wace
2576
Marshall Wace
United Kingdom
-$77.9M -301,844 Closed
FTUS
2577
Flow Traders U.S.
New York
-$50.3M -204,294 Closed
IUHSA
2578
Itau Unibanco Holding S.A.
Brazil
-$45.9M -186,377 Closed
Capstone Investment Advisors
2579
Capstone Investment Advisors
New York
-$47.7M -184,760 Closed
Alkeon Capital Management
2580
Alkeon Capital Management
New York
-$44.2M -179,500 Closed
CI Investments Inc
2581
CI Investments Inc
Ontario, Canada
-$43M -174,700 Closed
AIFS
2582
A&I Financial Services
Colorado
-$41.8M -169,929 Closed
NCA
2583
Newbrook Capital Advisors
New York
-$41.5M -168,653 Closed
LP
2584
LMR Partners
United Kingdom
-$35.7M -145,169 Closed
SV
2585
Starboard Value
New York
-$35.3M -137,000 Closed
DBG
2586
De Burlo Group
Massachusetts
-$33.5M -136,020 Closed
NCM
2587
Nantahala Capital Management
Connecticut
-$30.2M -117,159 Closed
DAS
2588
Diversify Advisory Services
Utah
-$28.1M -105,860 Closed
RFM
2589
Royal Fund Management
Florida
-$24.4M -98,936 Closed
JWCA
2590
J.W. Cole Advisors
Florida
-$19.5M -91,869 Closed
PP
2591
Prudential plc
United Kingdom
-$20.8M -84,400 Closed
Squarepoint
2592
Squarepoint
New York
-$21.6M -83,717 Closed
MCM
2593
Moore Capital Management
New York
-$20.6M -79,896 Closed
MFS
2594
Mirabella Financial Services
United Kingdom
-$15M -61,000 Closed
HCM
2595
Highbridge Capital Management
New York
-$12.7M -51,440 Closed
SC
2596
SummitTX Capital
Texas
-$12.2M -49,513 Closed
CI
2597
Clal Insurance
Israel
-$11.8M -48,000 Closed
OMC
2598
Old Mission Capital
Illinois
-$11.9M -46,089 Closed
AWM
2599
Axxcess Wealth Management
California
-$8.64M -35,096 Closed
MCM
2600
Maytus Capital Management
New York
-$7.63M -31,000 Closed

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.