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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
Loomis, Sayles & Company
576
Loomis, Sayles & Company
Massachusetts
$4.9M +$3.39M +13,160 +200%
PUI
577
Purpose Unlimited Inc
$4.89M +$288K +1,116 +6%
Bank of Nova Scotia
578
Bank of Nova Scotia
Ontario, Canada
$4.88M
CCWA
579
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.86M -$2.09M -8,102 -29%
LFG
580
Larson Financial Group
Missouri
$4.86M -$871K -3,378 -15%
AH
581
Addis & Hill
Pennsylvania
$4.82M +$89.8K +348 +2%
WB
582
Webster Bank
Connecticut
$4.78M +$771K +2,988 +18%
CA
583
Calton & Associates
Florida
$4.76M +$14.4K +56 +0.3%
CPRC
584
Consolidated Portfolio Review Corp
New York
$4.75M
PTC
585
Private Trust Company
Ohio
$4.74M -$822K -3,185 -14%
KA
586
KLCM Advisors
Wisconsin
$4.73M +$74K +287 +2%
CWMGP
587
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.73M +$4.92M +19,073 New
FW
588
Fairway Wealth
Ohio
$4.73M +$248K +962 +5%
LT
589
Legacy Trust
Michigan
$4.72M +$72.2K +280 +1%
LSA
590
Lansing Street Advisors
Pennsylvania
$4.71M -$25.8K -100 -0.5%
AIM
591
Acropolis Investment Management
Missouri
$4.7M +$12.6K +49 +0.3%
TWP
592
TFO Wealth Partners
Ohio
$4.67M
BWP
593
BSW Wealth Partners
Colorado
$4.65M +$64.5K +250 +1%
EI
594
EFG International
$4.64M +$118K +456 +2%
HIP
595
HUB Investment Partners
Texas
$4.64M +$137K +531 +3%
SPFA
596
Summit Place Financial Advisors
New Jersey
$4.63M +$218K +845 +5%
KFS
597
Krane Financial Solutions
California
$4.62M +$4.8M +18,619 New
ET
598
Equitable Trust
Tennessee
$4.61M +$105K +407 +2%
AG
599
AlTi Global
New York
$4.6M +$466K +1,808 +11%
SC
600
Steph & Co
Wisconsin
$4.59M -$729K -2,826 -13%

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.