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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
RSVP
401
Ramsay Stattman Vela & Price
Colorado
$8.31M -$137K -531 -2%
MFG
402
Macco Financial Group
Wisconsin
$8.3M +$5.83M +22,605 +208%
NCG
403
Newport Capital Group
New Jersey
$8.29M +$20.1K +78 +0.2%
RhumbLine Advisers
404
RhumbLine Advisers
Massachusetts
$8.25M +$6.66M +25,819 +346%
BCWM
405
Bartlett & Co Wealth Management
Ohio
$8.24M -$190K -738 -2%
PVI
406
Pine Valley Investments
New Jersey
$8.23M -$81K -314 -0.9%
SFS
407
Sowell Financial Services
Arkansas
$8.22M -$301K -1,168 -3%
PGWM
408
Parisi Gray Wealth Management
New Jersey
$8.21M +$1.47M +5,686 +21%
NAS
409
NWF Advisory Services
California
$8.2M +$312K +1,210 +4%
AG
410
Ascent Group
Virginia
$8.19M +$215K +834 +3%
IFO
411
Independent Family Office
New York
$8.19M
PAM
412
Palisade Asset Management
Minnesota
$8.18M -$10.6K -41 -0.1%
AAP
413
Arax Advisory Partners
Colorado
$8.14M +$6.4M +24,803 +310%
WIA
414
World Investment Advisors
California
$8.12M -$48.8K -189 -0.6%
CMBA
415
C.M. Bidwell & Associates
Hawaii
$8.09M
PIC
416
Platt Investment Counsel
Florida
$8.08M +$2.35M +9,098 +39%
SC
417
Scotia Capital
Ontario, Canada
$8.06M +$446K +1,730 +6%
EH
418
Equitable Holdings
New York
$8.02M +$1.36M +5,279 +3%
DS
419
DRW Securities
Illinois
$7.97M -$1.3M -5,035 -14%
MT
420
Midwest Trust
Kansas
$7.9M -$163K -632 -2%
MMA
421
Miracle Mile Advisors
California
$7.85M +$663K +2,570 +9%
SLT
422
St Louis Trust
Missouri
$7.8M +$698K +2,706 +9%
SI
423
SimpliFi Inc
California
$7.76M -$43.3K -168 -0.5%
KA
424
Klingman & Associates
New York
$7.75M -$92.6K -359 -1%
UW
425
Unique Wealth
Florida
$7.74M +$153K +592 +2%

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.