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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
31.58%
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
CAAM
751
Cornerstone Advisors Asset Management
Pennsylvania
$3.08M
RWB
752
RMR Wealth Builders
New Jersey
$3.08M -$4.4M -17,045 -58%
CA
753
Cannon Advisors
North Carolina
$3.07M +$74.8K +290 +2%
CWM
754
Circle Wealth Management
New Jersey
$3.07M -$202K -785 -6%
RWA
755
Redhawk Wealth Advisors
Minnesota
$3.02M +$564K +2,187 +22%
SEP
756
Signature Equity Partners
Ohio
$3.02M +$35.1K +136 +1%
SCA
757
St. Clair Advisors
Ohio
$3.01M +$1.95M +7,562 +165%
RIM
758
Ryan Investment Management
Colorado
$3M -$2.55M -9,872 -45%
CFA
759
Camarda Financial Advisors
Florida
$2.99M +$2.58M +10,011 +494%
PWM
760
Pines Wealth Management
North Carolina
$2.98M +$12.6K +49 +0.4%
AUB
761
Atlantic Union Bankshares
Virginia
$2.98M +$271K +1,050 +10%
WA
762
Wilmar Advisors
Florida
$2.98M +$1.81M +7,000 +140%
AC
763
AlphaCore Capital
California
$2.97M -$63.7K -247 -2%
EARNEST Partners
764
EARNEST Partners
Georgia
$2.96M -$12.9M -50,140 -81%
LP
765
LGL Partners
Pennsylvania
$2.96M +$5.16K +20 +0.2%
BFC
766
Bedel Financial Consulting
Indiana
$2.96M -$15.5K -60 -0.5%
HIS
767
Harvest Investment Services
Illinois
$2.95M +$787K +3,050 +34%
ATWA
768
Arbor Trust Wealth Advisors
Michigan
$2.95M -$9.8K -38 -0.3%
AIMC
769
Alley Investment Management Company
Illinois
$2.94M -$60.6K -235 -2%
QWM
770
Quadcap Wealth Management
Texas
$2.92M -$561K -2,174 -16%
PMA
771
Prudent Man Advisors
Illinois
$2.9M -$1.12M -4,323 -27%
RAM
772
Readystate Asset Management
Illinois
$2.89M +$2.64M +10,246 +726%
FGA
773
Fortis Group Advisors
New Jersey
$2.88M -$1.83M -7,098 -41%
CWM
774
ClientFirst Wealth Management
Arkansas
$2.88M
CA
775
CWC Advisors
Oregon
$2.88M +$893K +3,462 +43%

IWM Hedge Fund Activity: Q1 2026 in Review

2,568 of the 8,131 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.