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iShares Russell 2000 ETF

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: 166169 (+3)

1% less funds holding

Funds holding: 2,5972,579 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
M1FG
2701
Mach-1 Financial Group
Arkansas
-$265K -1,075 Closed
CAG
2702
Carroll Advisory Group
Texas
-$246K -1,000 Closed
IPWA
2703
International Private Wealth Advisors
California
-$244K -990 Closed
LWMM
2704
Legacy Wealth Management (Mississippi)
Mississippi
-$243K -987 Closed
HSG
2705
Helen Stephens Group
Texas
-$237K -964 Closed
FWP
2706
Fiduciary Wealth Partners
Massachusetts
-$236K -960 Closed
VHAM
2707
Van Hulzen Asset Management
California
-$236K -960 Closed
RWP
2708
Reliant Wealth Planning
Kentucky
-$229K -929 Closed
DDC
2709
DF Dent & Co
Maryland
-$227K -923 Closed
CTA
2710
Clear Trail Advisors
Texas
-$225K -913 Closed
AWAP
2711
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
-$218K -886 Closed
SI
2712
Seeds Investor
New York
-$215K -872 Closed
WMA
2713
William Mack & Associates
Michigan
-$212K -860 Closed
ML
2714
Mayport LLC
Massachusetts
-$210K -854 Closed
CIP
2715
Capital Insight Partners
Arizona
-$206K -837 Closed
HNWA
2716
Henrickson Nauta Wealth Advisors
Michigan
-$213K -834 Closed
CGFA
2717
Colton Groome Financial Advisors
North Carolina
-$204K -828 Closed
TPWM
2718
Twelve Points Wealth Management
Massachusetts
-$215K -826 Closed
BSA
2719
Braun Stacey Associates
New York
-$201K -817 Closed
PPWM
2720
Premier Private Wealth Management
Florida
-$209K -799 Closed
QFW
2721
QTR Family Wealth
Florida
-$205K -770 Closed
EPG
2722
Estate Planners Group
Pennsylvania
-$177K -721 Closed
MFG
2723
Mendota Financial Group
Wisconsin
-$165K -668 Closed
WA
2724
Wasatch Advisors
Utah
-$150K -611 Closed
EFG
2725
Embree Financial Group
Illinois
-$133K -542 Closed

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.