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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
BAM
451
Belpointe Asset Management
Nevada
$6.99M +$3.04M +11,785 +72%
PA
452
Parallel Advisors
California
$6.98M +$995K +3,858 +16%
FCBT
453
First Citizens Bank & Trust
North Carolina
$6.98M -$400K -1,551 -5%
DWT
454
Dorsey & Whitney Trust
South Dakota
$6.97M -$50.8K -197 -0.7%
SPCM
455
Spruce Point Capital Management
New York
$6.94M +$4.13M +16,000 +133%
BMM
456
Berkshire Money Management
Massachusetts
$6.91M +$5.36M +20,793 +294%
PCIA
457
Prime Capital Investment Advisors
Kansas
$6.89M -$47.5K -184 -0.7%
Financial Engines Advisors
458
Financial Engines Advisors
California
$6.89M -$333K -1,292 -4%
KWM
459
Kingsview Wealth Management
Oregon
$6.84M +$2.22M +8,624 +45%
JWA
460
JFS Wealth Advisors
Pennsylvania
$6.84M +$3.61K +14 +0.1%
MS
461
Maven Securities
Jersey
$6.83M +$7.11M +27,557 New
CIA
462
Caerus Investment Advisors
Texas
$6.82M -$115K -447 -2%
AWA
463
Arkadios Wealth Advisors
Georgia
$6.82M -$5.12M -19,855 -42%
BIAS
464
Beacon Investment Advisory Services
New Jersey
$6.78M -$67.3K -261 -0.9%
FPAS
465
Focus Partners Advisor Solutions
Missouri
$6.77M +$82K +318 +1%
IBOK
466
Independence Bank of Kentucky
Kentucky
$6.76M -$109K -422 -2%
FTWA
467
Fifth Third Wealth Advisors
Ohio
$6.6M -$107K -416 -2%
LFAS
468
Level Four Advisory Services
Texas
$6.59M -$4.19M -16,249 -38%
American Century Companies
469
American Century Companies
Missouri
$6.55M -$1.26M -4,891 -16%
VVP
470
Venture Visionary Partners
Ohio
$6.55M -$20.4K -79 -0.3%
FT
471
Fiduciary Trust
Massachusetts
$6.54M -$41.3K -160 -0.6%
CA
472
Cambridge Associates
Massachusetts
$6.51M -$873K -3,386 -11%
YIA
473
YHB Investment Advisors
Connecticut
$6.48M -$150K -583 -2%
HAG
474
HighPoint Advisor Group
Illinois
$6.48M -$273K -1,060 -4%
PRA
475
Pine Ridge Advisers
New York
$6.45M

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.