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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
MCM
2626
Massar Capital Management
Connecticut
– -$2.4M -9,767 Closed
WFA
2627
WMG Financial Advisors
Tennessee
– -$2.35M -9,527 Closed
SAM
2628
Southernsun Asset Management
Tennessee
– -$2.17M -8,800 Closed
ISS
2629
Intesa Sanpaolo SpA.
Italy
– -$2.11M -8,500 Closed
WA
2630
Wealth Alliance
New York
– -$1.98M -8,033 Closed
EP
2631
Edgestream Partners
New Jersey
– -$1.76M -7,143 Closed
GCM
2632
Greenland Capital Management
New York
– -$1.76M -7,138 Closed
AC
2633
Allstate Corporation
Illinois
– -$1.54M -6,261 Closed
IC
2634
Inscription Capital
Texas
– -$1.45M -5,908 Closed
BI
2635
Bramshill Investments
Florida
– -$1.35M -5,500 Closed
AR
2636
Advisory Research
Illinois
– -$1.32M -5,364 Closed
LOAMU
2637
Lombard Odier Asset Management (USA)
New York
– -$1.3M -5,285 Closed
BCM
2638
Bluefin Capital Management
New York
– -$1.32M -5,100 Closed
BCWM
2639
Ball & Co Wealth Management
Tennessee
– -$1.22M -4,940 Closed
PIM
2640
Pullen Investment Management
Florida
– -$1.05M -4,277 Closed
ACGA
2641
Atlanta Consulting Group Advisors
Georgia
– -$1.04M -4,222 Closed
SAM
2642
Sherman Asset Management
California
– -$1.03M -4,170 Closed
EGM
2643
Engineers Gate Manager
New York
– -$1.01M -4,117 Closed
PAS
2644
Parsonex Advisory Services
Colorado
– -$977K -3,969 Closed
BCM
2645
Bayesian Capital Management
New York
– -$862K -3,500 Closed
ICP
2646
Impact Capital Partners
Colorado
– -$846K -3,436 Closed
MWM
2647
Moran Wealth Management
Florida
– -$840K -3,414 Closed
WWM
2648
Westwood Wealth Management
California
– -$820K -3,330 Closed
WC
2649
Waterloo Capital
Texas
– -$769K -3,125 Closed
NSUP
2650
NLB Skladi upravljanje premozenja
– -$753K -3,061 Closed
104 105
106
107 108

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.