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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
NFG
2676
Northbridge Financial Group
Florida
– -$347K -1,409 Closed
SAM
2677
SP Asset Management
California
– -$329K -1,337 Closed
MWM
2678
Moulton Wealth Management
Washington
– -$329K -1,323 Closed
CLIP
2679
Colter Lewis Investment Partners
Connecticut
– -$319K -1,294 Closed
Select Equity Group
2680
Select Equity Group
New York
– -$323K -1,251 Closed
C
2681
Cliffwater
California
– -$299K -1,213 Closed
PPC
2682
Park Place Capital
Alabama
– -$294K -1,196 Closed
MIAS
2683
Mason Investment Advisory Services
Virginia
– -$289K -1,174 Closed
BS
2684
BCI Securities
Florida
– -$287K -1,164 Closed
CWG
2685
Crown Wealth Group
North Carolina
– -$286K -1,162 Closed
GCM
2686
Generation Capital Management
New York
– -$284K -1,155 Closed
KFP
2687
KMG Fiduciary Partners
Ohio
– -$284K -1,152 Closed
STA
2688
Shade Tree Advisors
New York
– -$271K -1,100 Closed
BWM
2689
BCS Wealth Management
Tennessee
– -$268K -1,090 Closed
M1FG
2690
Mach-1 Financial Group
Arkansas
– -$265K -1,075 Closed
CAG
2691
Carroll Advisory Group
Texas
– -$246K -1,000 Closed
IPWA
2692
International Private Wealth Advisors
California
– -$244K -990 Closed
LWMM
2693
Legacy Wealth Management (Mississippi)
Mississippi
– -$243K -987 Closed
HSG
2694
Helen Stephens Group
Texas
– -$237K -964 Closed
FWP
2695
Fiduciary Wealth Partners
Massachusetts
– -$236K -960 Closed
VHAM
2696
Van Hulzen Asset Management
California
– -$236K -960 Closed
RWP
2697
Reliant Wealth Planning
Kentucky
– -$229K -929 Closed
DDC
2698
DF Dent & Co
Maryland
– -$227K -923 Closed
CTA
2699
Clear Trail Advisors
Texas
– -$225K -913 Closed
AWAP
2700
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
– -$218K -886 Closed
106 107
108
109 110

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.