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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
CWM
651
Connecticut Wealth Management
Connecticut
$4.01M -$785K -3,045 -16%
JIP
652
Jaffetilchin Investment Partners
Florida
$3.99M +$80.2K +311 +2%
WPC
653
Wedmont Private Capital
Pennsylvania
$3.99M +$626K +2,428 +19%
HAM
654
Harmony Asset Management
Arizona
$3.98M +$434K +1,682 +12%
AAIM
655
American Assets Investment Management
California
$3.97M
BEI
656
Benjamin Edwards Inc
Missouri
$3.97M +$216K +838 +6%
GC
657
Guggenheim Capital
Illinois
$3.96M +$54.2K +210 +1%
FDCDDQ
658
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.95M -$5.51M -21,369 -57%
ANC
659
Ames National Corp
Iowa
$3.95M -$52.1K -202 -1%
FCM
660
Firestone Capital Management
Florida
$3.95M +$32.5K +126 +0.8%
TF
661
Tandem Financial
Colorado
$3.92M +$2.89M +11,191 +243%
1CM
662
1492 Capital Management
Wisconsin
$3.91M +$4.07M +15,765 New
BAS
663
Breakthru Advisory Services
Wisconsin
$3.88M
QT
664
Quantbot Technologies
New York
$3.87M -$2.43M -9,431 -38%
WCM
665
WealthBridge Capital Management
Ohio
$3.85M -$928K -3,596 -19%
LIA
666
LSP Investment Advisors
New York
$3.84M
TI
667
Tidal Investments
Wisconsin
$3.84M -$3.52M -13,646 -47%
IFWM
668
Institute for Wealth Management
Colorado
$3.83M +$582K +2,257 +17%
TAM
669
Tocqueville Asset Management
New York
$3.82M -$79.2K -307 -2%
WCFA
670
Walkner Condon Financial Advisors
Wisconsin
$3.81M -$12.1K -47 -0.3%
BPC
671
Banque Pictet & Cie
Switzerland
$3.81M -$8.49M -32,916 -68%
IAS
672
Insigneo Advisory Services
Florida
$3.77M -$369K -1,432 -9%
FMC
673
First Merchants Corp
Indiana
$3.75M +$274K +1,061 +8%
HCA
674
Harbour Capital Advisors
Virginia
$3.74M -$28.4K -110 -0.8%
JIC
675
Joel Isaacson & Co
New York
$3.7M +$189K +731 +5%

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.