We are live on ! Find out more
IWM icon

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
LJCM
376
Lee Johnson Capital Management
Texas
$9.09M +$359K +1,392 +4%
Arrowstreet Capital
377
Arrowstreet Capital
Massachusetts
$9.08M +$1.17M +4,535 +14%
GC
378
Gilbert & Cook
Iowa
$9.06M -$195K -756 -2%
PCIG
379
Partners Capital Investment Group
Massachusetts
$9M -$237K -920 -2%
CIAS
380
Capital Investment Advisory Services
North Carolina
$8.91M -$318K -1,234 -3%
ES
381
Eagle Strategies
New York
$8.81M +$9.16M +35,520 New
PE
382
PCM Encore
Colorado
$8.8M +$1.03M +4,003 +13%
CTB
383
Country Trust Bank
Illinois
$8.79M +$101K +391 +1%
CFA
384
Capstone Financial Advisors
Illinois
$8.7M -$136K -527 -1%
BNP Paribas Asset Management
385
BNP Paribas Asset Management
France
$8.65M +$742K +2,878 +9%
KV
386
Kickstand Ventures
New York
$8.62M +$326K +1,262 +4%
GWM
387
Geneos Wealth Management
Colorado
$8.61M -$1.69M -6,545 -16%
HI
388
Harbour Investments
Wisconsin
$8.59M +$2.49M +9,666 +39%
PWAM
389
Private Wealth Asset Management
Iowa
$8.51M -$110K -425 -1%
RG
390
Rathbones Group
United Kingdom
$8.5M +$656K +2,545 +8%
CCM
391
Coldstream Capital Management
Washington
$8.5M -$249K -964 -3%
GIA
392
Gladstone Institutional Advisory
Florida
$8.48M +$1.56M +6,030 +21%
NB
393
NBT Bank
New York
$8.47M +$13.2K +51 +0.1%
B
394
Barings
North Carolina
$8.46M +$8.8M +34,127 New
PIP
395
Palisades Investment Partners
California
$8.45M +$623K +2,415 +8%
RIM
396
Redwood Investment Management
Arizona
$8.44M +$982K +3,807 +13%
OC
397
Oppenheimer & Co
New York
$8.43M -$355K -1,378 -4%
VOYA Investment Management
398
VOYA Investment Management
Georgia
$8.41M -$3.58M -13,861 -29%
RPC
399
Rossmore Private Capital
Connecticut
$8.37M +$112K +436 +1%
SC
400
Sierra Capital
Florida
$8.31M -$384K -1,489 -4%

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.