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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
RA
526
Rockingstone Advisors
Massachusetts
$5.56M +$49.5K +192 +0.9%
FWIA
527
Fort Washington Investment Advisors
Ohio
$5.55M +$808K +3,134 +16%
SJIM
528
St. Johns Investment Management
Florida
$5.54M -$49.8K -193 -0.9%
CGA
529
Crescent Grove Advisors
Illinois
$5.54M -$305K -1,182 -5%
LCOV
530
London Company of Virginia
Virginia
$5.54M -$7.79M -30,181 -57%
EGA
531
E&G Advisors
Texas
$5.53M +$119K +461 +2%
OHWP
532
Oak Harbor Wealth Partners
North Carolina
$5.52M +$39.7K +154 +0.7%
AC
533
Apella Capital
Connecticut
$5.51M +$426K +1,652 +9%
AFS
534
Amtrust Financial Services
New York
$5.51M
NW
535
NewEdge Wealth
Pennsylvania
$5.48M -$2.57M -9,951 -31%
NG
536
Novem Group
New York
$5.48M +$98.3K +381 +2%
HCM
537
Helios Capital Management
Singapore
$5.46M -$2.58M -10,000 -31%
GFG
538
Genesis Financial Group
New Jersey
$5.45M +$1.14M +4,430 +25%
SCM
539
Stordahl Capital Management
Colorado
$5.44M -$283K -1,096 -5%
AAM
540
Aureus Asset Management
Massachusetts
$5.43M +$658K +2,549 +13%
FTS
541
Fifth Third Securities
Ohio
$5.42M -$46.4K -180 -0.8%
FMTC
542
Farmers & Merchants Trust Company
California
$5.4M +$135K +525 +2%
PCG
543
Prosperity Consulting Group
Maryland
$5.4M -$65.5K -254 -1%
AC
544
Addenda Capital
Quebec, Canada
$5.4M +$28.4K +110 +0.5%
FNBOO
545
First National Bank of Omaha
Nebraska
$5.38M +$415K +1,610 +8%
DC
546
Davenport & Co
Virginia
$5.36M +$799K +3,098 +17%
AIA
547
Arcadia Investment Advisors
Idaho
$5.36M -$164K -636 -3%
CWP
548
Corepath Wealth Partners
Arizona
$5.36M -$138K -536 -3%
TCM
549
Triumph Capital Management
Colorado
$5.35M +$392K +1,521 +8%
ACB
550
Aristotle Capital Boston
Massachusetts
$5.31M -$3.95M -15,295 -42%

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.