We are live on ! Find out more
IWM icon

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
DC
2651
Defender Capital
North Carolina
-$738K -3,000 Closed
PEA
2652
Park Edge Advisors
Ohio
-$715K -2,905 Closed
BSG
2653
Black Swift Group
Colorado
-$677K -2,750 Closed
MYIA
2654
Mount Yale Investment Advisors
Colorado
-$686K -2,660 Closed
SCM
2655
SOL Capital Management
Maryland
-$619K -2,516 Closed
CFG
2656
Cooper Financial Group
California
-$618K -2,511 Closed
BFM
2657
Brooklands Fund Management
United Kingdom
-$268K -2,501 Closed
CWM
2658
Cordatus Wealth Management
Pennsylvania
-$571K -2,321 Closed
BG
2659
Bellevue Group
Switzerland
-$566K -2,300 Closed
MAMU
2660
Myriad Asset Management US
Florida
-$498K -2,025 Closed
RTM
2661
RH Tailwind Management
Pennsylvania
-$492K -2,000 Closed
HOWA
2662
Heritage Oak Wealth Advisors
Florida
-$476K -1,933 Closed
RAS
2663
RPS Advisory Solutions
Kentucky
-$453K -1,840 Closed
ICA
2664
Infrastructure Capital Advisors
New York
-$449K -1,824 Closed
CNBOF
2665
City National Bank of Florida
Florida
-$433K -1,760 Closed
EM
2666
ELCO Management
New York
-$431K -1,750 Closed
OWA
2667
One Wealth Advisors
California
-$427K -1,734 Closed
TVM
2668
True Vision MN
Minnesota
-$419K -1,701 Closed
JPG
2669
Jordan Park Group
California
-$407K -1,653 Closed
OFW
2670
Omnia Family Wealth
Florida
-$403K -1,638 Closed
GAM
2671
Griffin Asset Management
New York
-$388K -1,575 Closed
WWM
2672
Whalen Wealth Management
Nevada
-$379K -1,542 Closed
BFIC
2673
Bedell Frazier Investment Counselling
California
-$355K -1,442 Closed
KWM
2674
KW Wealth Management
California
-$353K -1,432 Closed
AWM
2675
Austin Wealth Management
Texas
-$368K -1,425 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.