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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
CH
501
Canton Hathaway
Rhode Island
$6.05M
BCG
502
BayBridge Capital Group
California
$6.03M
MCWS
503
McKinley Carter Wealth Services
West Virginia
$6.01M -$289K -1,119 -4%
CFSG
504
Clark Financial Services Group
Missouri
$5.97M -$550K -2,131 -8%
EWA
505
Evolution Wealth Advisors
Florida
$5.96M +$90.5K +351 +1%
MCCA
506
Mill Creek Capital Advisors
Pennsylvania
$5.96M -$30.2K -117 -0.5%
SWM
507
Shepherd Wealth Management
Ohio
$5.95M -$718K -2,782 -12%
WJWM
508
Williams Jones Wealth Management
New York
$5.95M +$230K +890 +4%
TBWA
509
Three Bridge Wealth Advisors
California
$5.93M +$908K +3,520 +17%
WF
510
WinCap Financial
Massachusetts
$5.85M +$315K +1,222 +5%
LWANC
511
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.83M +$1M +3,889 +23%
MFS
512
Madrid Financial Services
California
$5.83M +$6.06M +23,504 New
MAS
513
MPWM Advisory Solutions
Georgia
$5.83M +$71.2K +276 +1%
SWR
514
Spahn Wealth & Retirement
Arizona
$5.81M
MC
515
Mount Capital
United Kingdom
$5.73M
CW
516
CreativeOne Wealth
Kansas
$5.69M -$497K -1,927 -8%
SWRP
517
Summit Wealth & Retirement Planning
California
$5.69M -$115K -447 -2%
ACA
518
Aptus Capital Advisors
Alabama
$5.69M -$24.5M -94,884 -81%
IPW
519
IronBridge Private Wealth
Texas
$5.67M -$9.16M -35,529 -61%
CAMG
520
CWA Asset Management Group
Florida
$5.63M +$729K +2,828 +14%
TCOT
521
Trust Company of Toledo
Ohio
$5.63M -$23K -89 -0.4%
MI
522
Moneywise Inc
Virginia
$5.62M +$5.3M +20,558 +977%
AI
523
Atom Investors
Texas
$5.62M +$5.84M +22,645 New
PWMG
524
Pinnacle Wealth Management Group
Michigan
$5.57M -$42.3K -164 -0.7%
MIC
525
Meridian Investment Counsel
California
$5.56M +$158K +614 +3%

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.