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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
NO
701
Ninety One
South Africa
$3.49M +$3.7M +14,357 New
GFG
702
Goldstone Financial Group
Illinois
$3.49M -$2.59M -10,041 -42%
DTC
703
Davidson Trust Company
Washington
$3.46M
CFCI
704
Comprehensive Financial Consultants Institutional
Indiana
$3.44M +$823K +3,191 +30%
AP
705
Americana Partners
Texas
$3.44M +$258 +1 +0%
CWM
706
Cranbrook Wealth Management
Michigan
$3.42M -$88.2K -342 -2%
SIC
707
Salem Investment Counselors
North Carolina
$3.4M
VAS
708
Vestmark Advisory Solutions
Massachusetts
$3.38M +$149K +576 +4%
CG
709
Corundum Group
Colorado
$3.38M +$725K +2,809 +26%
AGAM
710
Audent Global Asset Management
California
$3.38M -$660K -2,559 -18%
AWM
711
Apollon Wealth Management
South Carolina
$3.37M -$329K -1,276 -9%
RSF
712
Rik Saylor Financial
Ohio
$3.37M -$4.9K -19 -0.1%
BWA
713
Beam Wealth Advisors
Louisiana
$3.36M -$660K -2,558 -16%
WS
714
Wedbush Securities
California
$3.35M -$818K -3,171 -19%
DE
715
Diversified Enterprises
Delaware
$3.35M -$61.1K -237 -2%
MHS
716
M Holdings Securities
Oregon
$3.35M -$330K -1,279 -9%
R
717
Rebalance
California
$3.34M -$181K -701 -5%
HCA
718
Heck Capital Advisors
Wisconsin
$3.34M +$593K +2,299 +21%
CAM
719
Campion Asset Management
Virginia
$3.33M -$24.2K -94 -0.7%
LA
720
Lifeworks Advisors
Michigan
$3.32M +$564K +2,185 +19%
BAM
721
Berkshire Asset Management
Pennsylvania
$3.32M +$44.1K +171 +1%
SFG
722
Seamount Financial Group
Colorado
$3.31M -$36.6K -142 -1%
RWMG
723
Redwood Wealth Management Group
New Jersey
$3.31M -$58.6K -227 -2%
BFG
724
Bouchey Financial Group
New York
$3.31M
CPBTD
725
Central Pacific Bank - Trust Division
Hawaii
$3.3M -$966K -3,745 -22%

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.