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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
SI
2701
Seeds Investor
New York
-$215K -872 Closed
WMA
2702
William Mack & Associates
Michigan
-$212K -860 Closed
ML
2703
Mayport LLC
Massachusetts
-$210K -854 Closed
CIP
2704
Capital Insight Partners
Arizona
-$206K -837 Closed
HNWA
2705
Henrickson Nauta Wealth Advisors
Michigan
-$213K -834 Closed
CGFA
2706
Colton Groome Financial Advisors
North Carolina
-$204K -828 Closed
TPWM
2707
Twelve Points Wealth Management
Massachusetts
-$215K -826 Closed
BSA
2708
Braun Stacey Associates
New York
-$201K -817 Closed
PPWM
2709
Premier Private Wealth Management
Florida
-$209K -799 Closed
QFW
2710
QTR Family Wealth
Florida
-$205K -770 Closed
EPG
2711
Estate Planners Group
Pennsylvania
-$177K -721 Closed
MFG
2712
Mendota Financial Group
Wisconsin
-$165K -668 Closed
WA
2713
Wasatch Advisors
Utah
-$150K -611 Closed
EFG
2714
Embree Financial Group
Illinois
-$133K -542 Closed
CGF
2715
Constant Guidance Financial
Massachusetts
-$358K -522 Closed
FL
2716
FreeGulliver LLC
Louisiana
-$101K -412 Closed
QPBE
2717
Quintet Private Bank (Europe)
Luxembourg
-$98.5K -400 Closed
CCG
2718
Ceeto Capital Group
Florida
-$87K -352 Closed
CA
2719
Cresta Advisors
Texas
-$85.2K -346 Closed
NI
2720
NCP Inc
California
-$80.4K -326 Closed
CIA
2721
Cape Investment Advisory
Georgia
-$78.7K -320 Closed
LC
2722
Luminist Capital
Michigan
-$74.9K -304 Closed
BDL
2723
Banque de Luxembourg
Luxembourg
-$72.4K -294 Closed
VWWMG
2724
Vermillion & White Wealth Management Group
Pennsylvania
-$69.9K -284 Closed
TIM
2725
Thompson Investment Management
Wisconsin
-$62.8K -255 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.