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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
Fuller & Thaler Asset Management
676
Fuller & Thaler Asset Management
California
$3.7M -$7.35M -28,494 -66%
Principal Financial Group
677
Principal Financial Group
Iowa
$3.68M -$2.4M -9,317 -39%
PA
678
PFG Advisors
Arizona
$3.66M +$1.12M +4,347 +42%
PWAC
679
Private Wealth Advisors (California)
California
$3.64M +$394K +1,528 +12%
QCG
680
Quadrant Capital Group
Ohio
$3.63M -$1.18M -4,570 -24%
TCA
681
Trifecta Capital Advisors
Illinois
$3.63M -$142K -551 -4%
CCT
682
Chemung Canal Trust
New York
$3.62M -$157K -609 -4%
SWP
683
Sagespring Wealth Partners
Tennessee
$3.62M +$94.9K +368 +3%
MWM
684
Mission Wealth Management
California
$3.62M +$423K +1,640 +13%
AA
685
Armis Advisers
Georgia
$3.6M +$603K +2,338 +23%
SVWAG
686
Sound View Wealth Advisors Group
Georgia
$3.59M -$24K -93 -0.6%
NL
687
NDWM LLC
California
$3.59M +$3.74M +14,480 New
HFP
688
Holistic Financial Partners
Indiana
$3.59M -$76.9K -298 -2%
MWP
689
MYCIO Wealth Partners
Pennsylvania
$3.57M +$10.3K +40 +0.3%
TSW
690
Three Seasons Wealth
Utah
$3.55M -$4.58M -17,760 -55%
Russell Investments Group
691
Russell Investments Group
United Kingdom
$3.54M -$544K -2,108 -13%
EWM
692
Evermay Wealth Management
Virginia
$3.54M -$81.8K -317 -2%
MCM
693
Manchester Capital Management
Vermont
$3.53M -$1.96M -7,597 -35%
FA
694
Fiducient Advisors
Illinois
$3.51M +$1.94M +7,526 +113%
CFO
695
Capitol Family Office
Oregon
$3.51M
CAM
696
Cozad Asset Management
Illinois
$3.5M -$56.2K -218 -2%
GT
697
Greenleaf Trust
Michigan
$3.49M -$264K -1,024 -7%
BHIA
698
Birch Hill Investment Advisors
Massachusetts
$3.49M +$6.45K +25 +0.2%
SC
699
SouthState Corp
Florida
$3.49M +$917K +3,554 +34%
OCA
700
OpenArc Corporate Advisory
Georgia
$3.49M -$18.6K -72 -0.5%

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.