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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
BRM
601
Boston Research & Management
Massachusetts
$4.59M -$386K -1,495 -7%
MAM
602
Marquette Asset Management
Minnesota
$4.57M -$3.09M -11,969 -39%
MMH
603
Menora Mivtachim Holdings
Israel
$4.55M +$516K +2,000 +12%
TWC
604
TD Waterhouse Canada
Ontario, Canada
$4.54M +$364K +1,413 +8%
SFG
605
Sunburst Financial Group
Alabama
$4.53M +$7.48K +29 +0.2%
AP
606
Appleton Partners
Massachusetts
$4.52M -$20.6K -80 -0.4%
WP
607
Wealthspan Partners
Iowa
$4.51M +$140K +544 +3%
CM
608
Cercano Management
Washington
$4.5M
RPSA
609
Richard P. Slaughter Associates
Texas
$4.49M +$18.1K +70 +0.4%
FB
610
Fulton Bank
Pennsylvania
$4.49M +$75.8K +294 +2%
BFWA
611
Benchmark Financial Wealth Advisors
Florida
$4.46M -$386K -1,498 -8%
FCM
612
Fire Capital Management
California
$4.45M +$693K +2,688 +18%
NS
613
NBC Securities
Alabama
$4.43M -$414K -1,606 -8%
AWC
614
Abundance Wealth Counselors
Pennsylvania
$4.41M +$645K +2,501 +16%
FWP
615
FAS Wealth Partners
Kansas
$4.36M +$9.03K +35 +0.2%
OA
616
Operose Advisors
Wisconsin
$4.31M -$5.42K -21 -0.1%
CBT
617
Crews Bank & Trust
Florida
$4.29M -$28.4K -110 -0.6%
CNC
618
Canandaigua National Corp
New York
$4.28M +$4.45M +17,261 New
Thrivent Financial for Lutherans
619
Thrivent Financial for Lutherans
Minnesota
$4.28M -$12.7M -49,165 -74%
LAS
620
Legacy Advisory Services
Pennsylvania
$4.28M +$212K +820 +5%
HIMC
621
Heritage Investors Management Corp
Maryland
$4.27M -$92.6K -359 -2%
AAS
622
Ameritas Advisory Services
Nebraska
$4.24M -$272K -1,056 -6%
CAG
623
Crestwood Advisors Group
Massachusetts
$4.23M +$83.1K +322 +2%
NFG
624
Northeast Financial Group
Pennsylvania
$4.23M -$1.02M -3,947 -19%
AI
625
Auour Investments
Massachusetts
$4.23M +$151K +584 +4%

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.