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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
Mirae Asset Global Investments
551
Mirae Asset Global Investments
South Korea
$5.24M -$17.2M -66,648 -76%
ACA
552
Alpha Capital Advisors
Maine
$5.23M +$137K +531 +3%
TFCP
553
Twin Focus Capital Partners
Massachusetts
$5.21M +$1.99M +7,717 +58%
ACM
554
AUA Capital Management
Pennsylvania
$5.19M +$200K +776 +4%
DSC
555
Duncker Streett & Co
Missouri
$5.19M +$3.18M +12,317 +143%
OCM
556
One Capital Management
California
$5.17M +$939K +3,640 +21%
SWM
557
Spire Wealth Management
Virginia
$5.16M +$240K +929 +5%
IAA
558
Ironsides Asset Advisors
North Carolina
$5.16M +$195K +757 +4%
SPW
559
Surience Private Wealth
Washington
$5.15M -$4.07M -15,795 -43%
CPSAC
560
Chas P. Smith & Associates (CPS)
Florida
$5.15M -$5.67K -22 -0.1%
SHWM
561
Smith & Howard Wealth Management
Georgia
$5.14M -$431K -1,669 -7%
AAM
562
Ackerman Asset Management
Maryland
$5.14M -$76.9K -298 -1%
CIC
563
Carnegie Investment Counsel
Ohio
$5.08M -$61.4K -238 -1%
SIM
564
SSI Investment Management
California
$5.06M -$12.1K -47 -0.2%
FHC
565
First Heartland Consultants
Missouri
$5.05M -$4.15M -16,079 -44%
MA
566
Montag & Associates
Georgia
$5.05M -$237K -919 -4%
RCAG
567
Rehmann Capital Advisory Group
Michigan
$5.02M -$772K -2,991 -13%
CWM
568
C2C Wealth Management
Arizona
$5.02M -$66K -256 -1%
SPC
569
Sigma Planning Corp
Michigan
$5M +$224K +868 +5%
TTWM
570
TCV Trust & Wealth Management
Virginia
$5M -$271K -1,051 -5%
KC
571
KCM Capital
Kansas
$4.98M +$2.53M +9,800 +95%
BCI
572
Brinker Capital Investments
Pennsylvania
$4.98M -$2.34M -9,081 -31%
ICM
573
Ionic Capital Management
New York
$4.96M +$5.16M +20,000 New
PAG
574
Private Advisory Group
Washington
$4.94M +$408K +1,582 +9%
OIA
575
OneDigital Investment Advisors
Kansas
$4.9M -$119K -460 -2%

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.