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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
M&T Bank
26
M&T Bank
New York
$508M -$46.4M -179,697 -8%
Raymond James Financial
27
Raymond James Financial
Florida
$497M +$30.7M +119,195 +6%
AG
28
AIA Group
Hong Kong
$462M +$310M +1,201,808 +181%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$460M -$11.9M -46,092 -2%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$442M -$63.6M -246,397 -12%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$436M +$8.73M +33,853 +2%
CCA
32
Catalyst Capital Advisors
New York
$398M +$44.3M +171,918 +12%
MRC
33
Millburn Ridgefield Corp
New York
$398M +$44.3M +171,918 +12%
JF
34
Jump Financial
Illinois
$384M -$27.5M -106,454 -6%
Ameriprise
35
Ameriprise
Minnesota
$366M +$26.4M +102,386 +7%
CIBC World Market
36
CIBC World Market
Ontario, Canada
$343M -$126M -487,721 -26%
Truist Financial
37
Truist Financial
North Carolina
$293M -$19.9M -76,974 -6%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$290M +$39.4M +152,917 +15%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$275M +$116M +449,677 +68%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$270M +$40.5M +156,964 +17%
PFPG
41
Pinnacle Financial Partners (Georgia)
Georgia
$265M +$2.63M +10,199 +1%
DCP
42
Durable Capital Partners
Maryland
$255M +$240M +930,838 +962%
MASUI
43
MIRAE ASSET SECURITIES (USA) INC.
New York
$252M -$18.2M -70,537 -6%
Brown Advisory
44
Brown Advisory
Maryland
$243M -$9.44M -36,581 -4%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$237M +$94.1M +364,779 +62%
GJL
46
Gendell Jeffrey L
$237M +$246M +954,068 New
SP
47
Sherman Porfolios
Idaho
$228M +$235M +912,239 +10,823%
VCM
48
Valiant Capital Management
California
$225M +$64.6M +250,500 +38%
JFG
49
Jefferies Financial Group
New York
$219M -$217M -842,653 -49%
ANTB
50
AMG National Trust Bank
Colorado
$213M +$9.76M +37,843 +5%

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.