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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
FNFDCM
476
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.45M -$84.6K -328 -1%
GT
477
GreatBanc Trust
Illinois
$6.44M -$7.74K -30 -0.1%
JAM
478
JCIC Asset Management
Ontario, Canada
$6.42M +$6.68M +25,890 New
JWM
479
Jacksonville Wealth Management
Florida
$6.42M +$1.03M +4,004 +18%
FSBI
480
Fearless Solutions (Best Invest)
Texas
$6.41M -$145K -562 -2%
PCA
481
Peddock Capital Advisors
Massachusetts
$6.4M +$45.9K +178 +0.7%
WAP
482
Wealthcare Advisory Partners
Pennsylvania
$6.38M +$1.86M +7,200 +39%
MWM
483
Meridian Wealth Management
Kentucky
$6.36M +$2.21M +8,583 +50%
WF
484
Welch & Forbes
Massachusetts
$6.35M -$585K -2,269 -8%
SCA
485
Snowden Capital Advisors
New York
$6.34M -$96.2K -373 -1%
IAMOG
486
Investors Asset Management of Georgia
Georgia
$6.34M -$2.26M -8,773 -25%
SW
487
SVB Wealth
Massachusetts
$6.34M -$608K -2,357 -8%
CHC
488
City Holding Co
West Virginia
$6.27M -$109K -422 -2%
Bank Julius Baer & Co
489
Bank Julius Baer & Co
Switzerland
$6.26M +$3.94M +15,274 +153%
NB
490
Northwest Bancshares
Pennsylvania
$6.26M +$2.68M +10,404 +70%
HB
491
Horizon Bancorp
Indiana
$6.25M -$639K -2,476 -9%
SWP
492
Summit Wealth Partners
Florida
$6.23M +$67.8K +263 +1%
TPWM
493
Torrey-Payne Wealth Management
California
$6.21M -$5.42K -21 -0.1%
BIM
494
Bridges Investment Management
Nebraska
$6.2M
WWA
495
WCG Wealth Advisors
Nevada
$6.18M +$677K +2,624 +12%
GCWM
496
Guided Capital Wealth Management
Texas
$6.17M -$2.03M -7,861 -24%
PA
497
PFW Advisors
Georgia
$6.16M -$521K -2,021 -8%
HTC
498
Haverford Trust Company
Pennsylvania
$6.16M +$340K +1,318 +6%
NL
499
NVWM LLC
Pennsylvania
$6.11M +$2.1M +8,135 +49%
USB
500
Union Savings Bank
Connecticut
$6.07M +$49.3K +191 +0.8%

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.