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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
WW
276
Westshore Wealth
California
$14.3M -$187K -725 -1%
CPCPP
277
Canada Post Corporation Pension Plan
Canada
$14.3M
ITB
278
Idaho Trust Bank
Idaho
$14.3M +$873K +3,385 +6%
AF
279
Allworth Financial
California
$14.2M +$196K +759 +1%
RSWM
280
Robertson Stephens Wealth Management
California
$14.1M +$2.68M +10,380 +22%
PFS
281
Prospera Financial Services
Texas
$13.9M -$402K -1,560 -3%
VA
282
VestGen Advisors
Illinois
$13.9M +$454K +1,760 +4%
AL
283
Aspiriant LLC
California
$13.8M +$336K +1,302 +2%
AGWCA
284
Annis Gardner Whiting Capital Advisors
Florida
$13.6M
BF
285
BOK Financial
Oklahoma
$13.5M -$451K -1,747 -3%
HWM
286
HighMark Wealth Management
Minnesota
$13.5M +$266K +1,033 +2%
SAM
287
Silvercrest Asset Management
New York
$13.4M -$480K -1,860 -3%
LWMT
288
Legacy Wealth Management (Tennessee)
Tennessee
$13.2M -$79.7K -309 -0.6%
LPAM
289
Lodestar Private Asset Management
California
$13.1M -$63.7K -247 -0.5%
PAS
290
Park Avenue Securities
New York
$12.9M -$8.41M -32,588 -39%
SWM
291
SilverOak Wealth Management
Minnesota
$12.9M +$154K +597 +1%
HW
292
Hancock Whitney
Mississippi
$12.8M -$996K -3,863 -8%
CC
293
Courier Capital
New York
$12.7M +$123K +475 +0.9%
NL
294
NEPC LLC
Massachusetts
$12.6M +$20.1K +78 +0.2%
HI
295
Humankind Investments
New York
$12.6M -$1.24M -4,800 -9%
LI
296
Latigo Investments
Florida
$12.5M
BS
297
Banco Santander
Spain
$12.5M +$8.84M +34,275 +215%
SWP
298
Strategic Wealth Partners
Ohio
$12.4M +$480K +1,862 +4%
ST
299
Sageworth Trust
Pennsylvania
$12.4M -$437K -1,695 -3%
BCIM
300
British Columbia Investment Management
British Columbia, Canada
$12.4M +$12.9M +50,000 New

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.