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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
FC
2576
Financial Consulate
Maryland
$1.98K – – –
KTC
2577
Kentucky Trust Company
Kentucky
$1.49K – – –
TFA
2578
Transamerica Financial Advisors
Florida
$1.36K – – –
HIM
2579
Hillsdale Investment Management
Ontario, Canada
$1.24K – – –
SIP
2580
Sellwood Investment Partners
Oregon
$1.24K – – –
C
2581
Covestor
United Kingdom
$1K +$774 +3 +150%
SAS
2582
Spurstone Advisory Services
Connecticut
$744 – – –
IMC Chicago
2583
IMC Chicago
Illinois
– -$390M -1,585,486 Closed
Allianz Asset Management
2584
Allianz Asset Management
Germany
– -$303M -1,173,150 Closed
Parallax Volatility Advisers
2585
Parallax Volatility Advisers
California
– -$161M -625,766 Closed
Balyasny Asset Management
2586
Balyasny Asset Management
Illinois
– -$82.5M -319,832 Closed
Marshall Wace
2587
Marshall Wace
United Kingdom
– -$77.9M -301,844 Closed
FTUS
2588
Flow Traders U.S.
New York
– -$50.3M -204,294 Closed
IUHSA
2589
Itau Unibanco Holding S.A.
Brazil
– -$45.9M -186,377 Closed
Capstone Investment Advisors
2590
Capstone Investment Advisors
New York
– -$47.7M -184,760 Closed
Alkeon Capital Management
2591
Alkeon Capital Management
New York
– -$44.2M -179,500 Closed
CI Investments Inc
2592
CI Investments Inc
Ontario, Canada
– -$43M -174,700 Closed
AIFS
2593
A&I Financial Services
Colorado
– -$41.8M -169,929 Closed
NCA
2594
Newbrook Capital Advisors
New York
– -$41.5M -168,653 Closed
LP
2595
LMR Partners
United Kingdom
– -$35.7M -145,169 Closed
SV
2596
Starboard Value
New York
– -$35.3M -137,000 Closed
DBG
2597
De Burlo Group
Massachusetts
– -$33.5M -136,020 Closed
NCM
2598
Nantahala Capital Management
Connecticut
– -$30.2M -117,159 Closed
DAS
2599
Diversify Advisory Services
Utah
– -$28.1M -105,860 Closed
RFM
2600
Royal Fund Management
Florida
– -$24.4M -98,936 Closed
102 103
104
105 106

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.