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iShares Russell 2000 ETF
IWM

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: 165 → 167 (+2)

1% less funds holding

Funds holding: 2,590 → 2,568 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.26B
2
Citigroup
Citigroup
New York
+$1.36B
3
Goldman Sachs
Goldman Sachs
New York
+$1.16B
4
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
+$1B
5
JP Morgan Chase
JP Morgan Chase
New York
+$532M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$957M
2
Wells Fargo
Wells Fargo
California
-$663M
3
Bank of America
Bank of America
North Carolina
-$556M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$440M
5
IMC Chicago
IMC Chicago
Illinois
-$390M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
301
Angeles Investment Advisors
California
$12.4M -$51.3M -198,964 -80%
OSAM
302
O'Shaughnessy Asset Management
Connecticut
$12.4M +$1.28M +4,969 +11%
BBPWM
303
Blue Bell Private Wealth Management
Pennsylvania
$12.3M +$818K +3,170 +7%
ACM
304
Aster Capital Management
United Arab Emirates
$12.2M +$14M +54,307 +784%
RCIM
305
Red Cedar Investment Management
Michigan
$12.1M -$271K -1,050 -2%
CWM
306
Cornerstone Wealth Management
Missouri
$12M +$614K +2,380 +5%
HWM
307
HB Wealth Management
Georgia
$12M +$1.22M +4,735 +11%
DAS
308
Dynamic Advisor Solutions
Arizona
$11.9M +$468K +1,816 +4%
WHCFA
309
William Howard & Co Financial Advisors
Tennessee
$11.9M +$126K +487 +1%
SFA
310
Sequoia Financial Advisors
Ohio
$11.8M +$840K +3,255 +7%
BFS
311
Bradley Foster & Sargent
Connecticut
$11.7M +$2.12M +8,230 +21%
MAM
312
McLean Asset Management
Virginia
$11.6M -$68.4K -265 -0.6%
SF
313
Symphony Financial
Texas
$11.3M -$3.01M -11,665 -20%
CCM
314
Consolidated Capital Management
California
$11.2M +$4.81M +18,659 +70%
FNT
315
First National Trust
Pennsylvania
$11.2M +$436K +1,690 +4%
AIA
316
Arbor Investment Advisors
North Carolina
$11.1M -$57K -221 -0.5%
TIAA Trust, National Association
317
TIAA Trust, National Association
North Carolina
$11.1M -$134M -520,030 -92%
AIP
318
Ameritas Investment Partners
Nebraska
$11.1M -$2.72M -10,560 -19%
GC
319
Grimes & Company
Massachusetts
$11M -$25.8K -100 -0.2%
DIP
320
DT Investment Partners
Pennsylvania
$10.9M -$606K -2,351 -5%
ST
321
Smithfield Trust
Pennsylvania
$10.9M -$310K -1,203 -3%
SEM
322
Strategic Equity Management
Arizona
$10.7M +$10.8M +41,684 +2,840%
XF
323
XML Financial
Maryland
$10.7M +$302K +1,170 +3%
ABWM
324
Alpine Bank Wealth Management
Colorado
$10.7M -$1.22M -4,740 -10%
SCM
325
SCS Capital Management
Massachusetts
$10.7M -$441K -1,708 -4%
11 12
13
14 15

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.