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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
CBT
251
Central Bank & Trust
Kentucky
$16.6M +$1.79M +6,930 +12%
CF
252
Centaurus Financial
California
$16.5M +$11.2M +43,502 +188%
SMC
253
Smith, Moore & Co
Missouri
$16.5M +$942K +3,650 +6%
CCFM
254
Clear Creek Financial Management
Washington
$16.3M +$7.49M +29,051 +79%
EA
255
Enclave Advisors
Texas
$16M +$3.8M +14,749 +30%
SWA
256
Stratos Wealth Advisors
Ohio
$16M +$191K +739 +1%
WB
257
WesBanco Bank
West Virginia
$15.7M +$374K +1,451 +2%
KWM
258
Kiker Wealth Management
Georgia
$15.6M +$15.9M +61,603 +4,660%
FCP
259
Fidelis Capital Partners
Florida
$15.6M +$133K +514 +0.8%
NPI
260
New Perspectives Inc
Mississippi
$15.5M +$576K +2,232 +4%
ASN
261
Advisory Services Network
Georgia
$15.4M +$2.03M +7,862 +14%
CIS
262
Connors Investor Services
Pennsylvania
$15.1M -$564K -2,188 -3%
BTW
263
Boston Trust Walden
Massachusetts
$15M -$16.1M -62,517 -51%
GS
264
GTS Securities
New York
$14.9M -$32.1M -124,291 -67%
PGA
265
Portland Global Advisors
Maine
$14.9M -$42K -163 -0.3%
RFA
266
RTD Financial Advisors
Pennsylvania
$14.7M -$735K -2,848 -5%
PWMAG
267
Pinnacle Wealth Management Advisory Group
New Jersey
$14.7M -$581K -2,254 -4%
JRP
268
Jasper Ridge Partners
California
$14.7M
SIC
269
Sigma Investment Counselors
Michigan
$14.6M -$322K -1,247 -2%
KPWS
270
Kestra Private Wealth Services
Texas
$14.6M +$1.4M +5,439 +10%
HH
271
Hilltop Holdings
Texas
$14.6M +$3.4M +13,192 +29%
CFO
272
Callan Family Office
Pennsylvania
$14.5M -$10.6M -41,112 -41%
IC
273
IEQ Capital
California
$14.4M +$936K +3,630 +7%
FF
274
Fluent Financial
Texas
$14.4M +$1.54M +5,988 +12%
SB
275
Simmons Bank
Arkansas
$14.3M -$26.1K -101 -0.2%

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.