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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
RP
2626
Reinhart Partners
Wisconsin
– -$4.22M -17,135 Closed
VWM
2627
Vigilare Wealth Management
Arizona
– -$4.02M -16,338 Closed
TA
2628
TFB Advisors
Kansas
– -$3.88M -15,755 Closed
NI
2629
Navi International
Brazil
– -$3.33M -13,537 Closed
HT
2630
Headlands Technologies
Illinois
– -$3.3M -13,391 Closed
NTCM
2631
Nut Tree Capital Management
New York
– -$3.22M -13,100 Closed
CRM
2632
Cramer Rosenthal McGlynn
Connecticut
– -$3.21M -13,045 Closed
DFG
2633
Dupree Financial Group
Kentucky
– -$3.21M -13,035 Closed
ACM
2634
ADAR1 Capital Management
Texas
– -$3.11M -12,070 Closed
MAP
2635
Moody Aldrich Partners
Massachusetts
– -$2.59M -10,533 Closed
PGCM
2636
Prescott Group Capital Management
Oklahoma
– -$2.43M -9,870 Closed
MCM
2637
Massar Capital Management
Connecticut
– -$2.4M -9,767 Closed
WFA
2638
WMG Financial Advisors
Tennessee
– -$2.35M -9,527 Closed
SAM
2639
Southernsun Asset Management
Tennessee
– -$2.17M -8,800 Closed
ISS
2640
Intesa Sanpaolo SpA.
Italy
– -$2.11M -8,500 Closed
WA
2641
Wealth Alliance
New York
– -$1.98M -8,033 Closed
EP
2642
Edgestream Partners
New Jersey
– -$1.76M -7,143 Closed
GCM
2643
Greenland Capital Management
New York
– -$1.76M -7,138 Closed
AC
2644
Allstate Corporation
Illinois
– -$1.54M -6,261 Closed
IC
2645
Inscription Capital
Texas
– -$1.45M -5,908 Closed
BI
2646
Bramshill Investments
Florida
– -$1.35M -5,500 Closed
AR
2647
Advisory Research
Illinois
– -$1.32M -5,364 Closed
LOAMU
2648
Lombard Odier Asset Management (USA)
New York
– -$1.3M -5,285 Closed
BCM
2649
Bluefin Capital Management
New York
– -$1.32M -5,100 Closed
BCWM
2650
Ball & Co Wealth Management
Tennessee
– -$1.22M -4,940 Closed
104 105
106
107 108

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.