We are live on ! Find out more
IWM icon

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
CGF
2726
Constant Guidance Financial
Massachusetts
-$358K -522 Closed
FL
2727
FreeGulliver LLC
Louisiana
-$101K -412 Closed
QPBE
2728
Quintet Private Bank (Europe)
Luxembourg
-$98.5K -400 Closed
CCG
2729
Ceeto Capital Group
Florida
-$87K -352 Closed
CA
2730
Cresta Advisors
Texas
-$85.2K -346 Closed
NI
2731
NCP Inc
California
-$80.4K -326 Closed
CIA
2732
Cape Investment Advisory
Georgia
-$78.7K -320 Closed
LC
2733
Luminist Capital
Michigan
-$74.9K -304 Closed
BDL
2734
Banque de Luxembourg
Luxembourg
-$72.4K -294 Closed
VWWMG
2735
Vermillion & White Wealth Management Group
Pennsylvania
-$69.9K -284 Closed
TIM
2736
Thompson Investment Management
Wisconsin
-$62.8K -255 Closed
CAM
2737
Columbia Asset Management
Michigan
-$31.5K -128 Closed
CFO
2738
Colony Family Offices
North Carolina
-$25.6K -104 Closed
CP
2739
Covenant Partners
Tennessee
-$21.9K -89 Closed
ETC
2740
Exchange Traded Concepts
Oklahoma
-$12.8K -52 Closed
VFM
2741
Vision Financial Markets
Connecticut
-$12.4K -51 Closed
AT
2742
Arlington Trust
Alabama
-$11.1K -45 Closed
BCMIO
2743
Beacon Capital Management Inc (Ohio)
Ohio
-$7.88K -32 Closed
MA
2744
Modus Advisors
Minnesota
-$7.63K -31 Closed
EC
2745
Elequin Capital
New York
-$7.38K -30 Closed
TPBG
2746
Turning Point Benefit Group
Maryland
-$4.68K -19 Closed
IIM
2747
IFC & Insurance Marketing
California
-$3K -13 Closed
VDBMI
2748
Van Den Berg Management I
Texas
-$1.3K -5 Closed
SSG
2749
Summit Securities Group
New York
-$258 -1 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.