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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
MLIC
426
Mandatum Life Insurance Company
Finland
$7.67M +$1.35M +5,232 +20%
DFA
427
DHJJ Financial Advisors
Illinois
$7.65M -$136K -529 -2%
RCMF
428
RK Capital Management (Florida)
Florida
$7.6M +$7.9M +30,645 New
BFG
429
Bleakley Financial Group
New Jersey
$7.56M +$92.3K +358 +1%
GVAG
430
Great Valley Advisor Group
Delaware
$7.54M +$4.66M +18,083 +147%
CA
431
Cornerstone Advisory
Maryland
$7.5M +$9.8K +38 +0.1%
BCV
432
Banque Cantonale Vaudoise
Switzerland
$7.5M +$254K +986 +3%
JFG
433
JMG Financial Group
Illinois
$7.4M -$358K -1,389 -4%
AWA
434
Arete Wealth Advisors
Illinois
$7.39M -$385K -1,491 -5%
MA
435
Mutual Advisors
Nebraska
$7.38M +$623K +2,415 +9%
CFLC
436
California First Leasing Corp
California
$7.37M
SPP
437
Single Point Partners
Massachusetts
$7.35M +$23K +89 +0.3%
CGH
438
CMG Global Holdings
Texas
$7.35M -$40.2K -156 -0.5%
TF
439
Tompkins Financial
New York
$7.3M +$1.81M +7,003 +31%
AWE
440
Avidian Wealth Enterprises
Texas
$7.24M -$159K -616 -2%
NEPWA
441
New England Private Wealth Advisors
Massachusetts
$7.24M +$10.6K +41 +0.1%
BP
442
Ballentine Partners
Massachusetts
$7.24M +$27.6K +107 +0.4%
ATPW
443
Ashton Thomas Private Wealth
Arizona
$7.23M +$1.29K +5 +0%
DBIA
444
Dumont & Blake Investment Advisors
New Jersey
$7.2M -$450K -1,746 -6%
CRC
445
Curi RMB Capital
Illinois
$7.18M -$699K -2,709 -9%
ISB
446
Iowa State Bank
Iowa
$7.14M +$6.63M +25,710 +832%
CFB
447
Cullen/Frost Bankers
Texas
$7.11M +$96.7K +375 +1%
CSP
448
Cary Street Partners
Virginia
$7.11M -$140K -541 -2%
BWP
449
Burling Wealth Partners
Illinois
$7.1M -$826K -3,202 -10%
AWM
450
AE Wealth Management
Kansas
$7.09M +$1.14M +4,430 +18%

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.