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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
AF
726
Advisornet Financial
Minnesota
$3.3M +$265K +1,029 +8%
RA
727
Resolute Advisors
California
$3.29M +$2.84K +11 +0.1%
LEA
728
Legacy Edge Advisors
New York
$3.28M -$24K -93 -0.7%
AIC
729
Ayalon Insurance Company
Israel
$3.28M
VCM
730
Viewpoint Capital Management
Washington
$3.28M +$376K +1,457 +12%
NHC
731
Nicholas Hoffman & Company
Georgia
$3.28M +$2.06K +8 +0.1%
KA
732
Kovack Advisors
Florida
$3.27M -$1.7M -6,589 -33%
VCM
733
Vision Capital Management
Oregon
$3.26M -$64.7K -251 -2%
PI
734
PFG Investments
New York
$3.26M +$526K +2,040 +18%
AP
735
Aspect Partners
Virginia
$3.24M -$5.59M -21,678 -62%
GFP
736
Gryphon Financial Partners
Ohio
$3.22M +$203K +788 +6%
IF
737
Intrua Financial
Texas
$3.21M +$2.08M +8,070 +166%
BFPW
738
BOK Financial Private Wealth
Colorado
$3.2M -$255K -988 -7%
PWP
739
Pursue Wealth Partners
California
$3.18M -$625K -2,421 -16%
TRSOTSOK
740
Teachers Retirement System of the State of Kentucky
Kentucky
$3.18M -$46.9K -182 -1%
HW
741
HORAN Wealth
Ohio
$3.16M +$1.65M +6,410 +100%
GWCM
742
Godshalk Welsh Capital Management
Pennsylvania
$3.16M -$6.45K -25 -0.2%
AIC
743
Archer Investment Corporation
Indiana
$3.15M -$269K -1,044 -8%
State of Wisconsin Investment Board
744
State of Wisconsin Investment Board
Wisconsin
$3.13M -$12M -46,697 -79%
AWMM
745
Aegis Wealth Management (Maryland)
Maryland
$3.12M -$411K -1,594 -11%
AF
746
ASL Financial
California
$3.12M -$168K -653 -5%
ZIM
747
Zacks Investment Management
Illinois
$3.11M -$6.14M -23,797 -65%
FA
748
Flagstar Advisors
New York
$3.1M -$426K -1,650 -12%
CFA
749
Cahill Financial Advisors
Minnesota
$3.1M -$17.3K -67 -0.5%
IWAO
750
Independence Wealth Advisors (Ohio)
Ohio
$3.09M -$725K -2,811 -18%

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.