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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
PIM
2651
Pullen Investment Management
Florida
– -$1.05M -4,277 Closed
ACGA
2652
Atlanta Consulting Group Advisors
Georgia
– -$1.04M -4,222 Closed
SAM
2653
Sherman Asset Management
California
– -$1.03M -4,170 Closed
EGM
2654
Engineers Gate Manager
New York
– -$1.01M -4,117 Closed
PAS
2655
Parsonex Advisory Services
Colorado
– -$977K -3,969 Closed
BCM
2656
Bayesian Capital Management
New York
– -$862K -3,500 Closed
ICP
2657
Impact Capital Partners
Colorado
– -$846K -3,436 Closed
MWM
2658
Moran Wealth Management
Florida
– -$840K -3,414 Closed
WWM
2659
Westwood Wealth Management
California
– -$820K -3,330 Closed
WC
2660
Waterloo Capital
Texas
– -$769K -3,125 Closed
NSUP
2661
NLB Skladi upravljanje premozenja
– -$753K -3,061 Closed
DC
2662
Defender Capital
North Carolina
– -$738K -3,000 Closed
PEA
2663
Park Edge Advisors
Ohio
– -$715K -2,905 Closed
BSG
2664
Black Swift Group
Colorado
– -$677K -2,750 Closed
MYIA
2665
Mount Yale Investment Advisors
Colorado
– -$686K -2,660 Closed
SCM
2666
SOL Capital Management
Maryland
– -$619K -2,516 Closed
CFG
2667
Cooper Financial Group
California
– -$618K -2,511 Closed
BFM
2668
Brooklands Fund Management
United Kingdom
– -$268K -2,501 Closed
CWM
2669
Cordatus Wealth Management
Pennsylvania
– -$571K -2,321 Closed
BG
2670
Bellevue Group
Switzerland
– -$566K -2,300 Closed
MAMU
2671
Myriad Asset Management US
Florida
– -$498K -2,025 Closed
RTM
2672
RH Tailwind Management
Pennsylvania
– -$492K -2,000 Closed
HOWA
2673
Heritage Oak Wealth Advisors
Florida
– -$476K -1,933 Closed
RAS
2674
RPS Advisory Solutions
Kentucky
– -$453K -1,840 Closed
ICA
2675
Infrastructure Capital Advisors
New York
– -$449K -1,824 Closed
105 106
107
108 109

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.