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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
AFG
326
Atomi Financial Group
New York
$10.5M -$208K -806 -2%
ECM
327
Engine Capital Management
New York
$10.5M
FLPIM
328
F.L. Putnam Investment Management
Massachusetts
$10.5M +$177K +688 +2%
ATC
329
Argent Trust Co
Tennessee
$10.5M +$1.29M +4,991 +13%
VNT
330
Vanguard National Trust
Pennsylvania
$10.4M +$10.9M +42,128 New
GAM
331
Gotham Asset Management
New York
$10.4M +$1.81M +7,027 +20%
GPW
332
Gray Private Wealth
Massachusetts
$10.4M +$265K +1,028 +3%
EW
333
Evoke Wealth
California
$10.3M +$1.79M +6,958 +20%
CI
334
Conning Inc
Connecticut
$10.3M
Envestnet Portfolio Solutions
335
Envestnet Portfolio Solutions
Illinois
$10.3M -$14.2M -55,081 -57%
CIEC
336
Crédit Industriel et Commercial
France
$10.3M +$8.33M +32,282 +356%
FG
337
Foster Group
Iowa
$10.2M -$447K -1,732 -4%
SEI Investments
338
SEI Investments
Pennsylvania
$10.2M +$6.37M +24,710 +151%
SQA
339
Simon Quick Advisors
New Jersey
$10.1M +$487K +1,887 +5%
NP
340
Nilsine Partners
Colorado
$10.1M +$830K +3,219 +10%
BCM
341
Basso Capital Management
Connecticut
$10M +$793K +3,075 +8%
CBB
342
Citizens Business Bank
California
$10M -$29.1K -113 -0.3%
FBB
343
Fulton Breakefield Broenniman
Maryland
$9.99M -$155K -601 -1%
CGPCS
344
Capital Group Private Client Services
California
$9.97M +$333K +1,291 +3%
DPI
345
Diversified Portfolios Inc
Michigan
$9.95M -$113K -437 -1%
SAI
346
Systematic Alpha Investments
New Jersey
$9.92M
LNWTC
347
Laird Norton Wetherby Trust Company
Washington
$9.92M +$1.35M +5,219 +15%
FIA
348
Foundations Investment Advisors
Arizona
$9.84M +$3.23M +12,525 +46%
CPIG
349
Chicago Partners Investment Group
Illinois
$9.8M -$7.22K -28 -0.1%
PWM
350
Perigon Wealth Management
California
$9.79M -$4.41M -17,114 -30%

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.