We are live on ! Find out more
IWM icon

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
KeyBank National Association
51
KeyBank National Association
Ohio
$195M -$1.25M -4,865 -0.6%
Pathstone Holdings
52
Pathstone Holdings
New Jersey
$195M -$4.73M -18,331 -2%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$191M +$15.3M +59,488 +8%
CBU
54
CIBC Bancorp USA
Illinois
$176M +$183M +708,544 New
LIA
55
LBMC Investment Advisors
Tennessee
$175M -$1.15M -4,465 -0.6%
CB
56
Commerce Bank
Missouri
$169M +$59.1M +229,077 +51%
Mariner
57
Mariner
Kansas
$168M +$625K +2,423 +0.4%
Millennium Management
58
Millennium Management
New York
$167M +$20M +77,694 +13%
HighTower Advisors
59
HighTower Advisors
Illinois
$159M +$13.5M +52,166 +9%
Citadel Advisors
60
Citadel Advisors
Florida
$159M -$84.3M -326,776 -34%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$159M +$939K +3,640 +0.6%
Stifel Financial
62
Stifel Financial
Missouri
$158M -$6.38M -24,747 -4%
Franklin Resources
63
Franklin Resources
California
$156M +$4.76M +18,444 +3%
William Blair & Company
64
William Blair & Company
Illinois
$156M +$17.9M +69,490 +12%
Osaic Holdings
65
Osaic Holdings
Arizona
$148M +$15.2M +59,061 +11%
Walleye Trading
66
Walleye Trading
New York
$145M +$71.5M +277,146 +90%
Focus Partners Wealth
67
Focus Partners Wealth
Massachusetts
$145M -$2.51M -9,722 -2%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$144M -$1.81M -7,036 -1%
Creative Planning
69
Creative Planning
Kansas
$142M -$8.95M -34,700 -6%
Blackstone Inc
70
Blackstone Inc
New York
$141M +$103M +400,598 +239%
SHGA
71
Sand Hill Global Advisors
California
$140M +$253K +982 +0.2%
AllianceBernstein
72
AllianceBernstein
Tennessee
$134M -$91.3M -353,902 -39%
Cerity Partners
73
Cerity Partners
New York
$133M +$3.1K +12 +0%
SG Americas Securities
74
SG Americas Securities
New York
$132M +$67.5M +261,789 +96%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$128M +$11.7M +45,308 +10%

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.