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iShares Russell 2000 ETF
IWM

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: 165 → 167 (+2)

1% less funds holding

Funds holding: 2,590 → 2,568 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.26B
2
Citigroup
Citigroup
New York
+$1.36B
3
Goldman Sachs
Goldman Sachs
New York
+$1.16B
4
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
+$1B
5
JP Morgan Chase
JP Morgan Chase
New York
+$532M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$957M
2
Wells Fargo
Wells Fargo
California
-$663M
3
Bank of America
Bank of America
North Carolina
-$556M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$440M
5
IMC Chicago
IMC Chicago
Illinois
-$390M
Name Holding Trade Value Shares
Change 		Change in
Stake
SOAM
776
SBI Okasan Asset Management
Japan
$2.88M -$1.54M -5,960 -33%
LWPC
777
Legacy Wealth Partners (Colorado)
Colorado
$2.87M +$528K +2,045 +21%
3IP
778
3Chopt Investment Partners
Virginia
$2.87M -$2.32K -9 -0.1%
SCM
779
Saxony Capital Management
Missouri
$2.86M +$2.13M +8,239 +249%
EFS
780
Essex Financial Services
Connecticut
$2.85M +$37.9K +147 +1%
LGW
781
Leslie Global Wealth
Illinois
$2.85M -$558K -2,163 -16%
1L
782
10Elms LLP
Oklahoma
$2.84M +$268K +1,038 +10%
LF
783
LifeSteps Financial
California
$2.84M -$131K -506 -4%
KWA
784
Kingswood Wealth Advisors
California
$2.83M -$219K -850 -7%
AC
785
Annandale Capital
Texas
$2.83M – – –
PWA
786
Provenance Wealth Advisors
Florida
$2.82M -$6.96K -27 -0.2%
RW
787
REDW Wealth
New Mexico
$2.81M -$147K -569 -5%
CWM
788
Chesapeake Wealth Management
Virginia
$2.81M -$169K -657 -5%
AC
789
Avestar Capital
New York
$2.79M +$400K +1,551 +16%
DWM
790
DWR Wealth Management
California
$2.79M -$58.3K -226 -2%
GWM
791
GK Wealth Management
Nevada
$2.79M +$3M +11,629 New
VWA
792
Visionary Wealth Advisors
Illinois
$2.78M +$313K +1,215 +12%
DWA
793
Delos Wealth Advisors
Texas
$2.78M +$496K +1,924 +21%
PCWA
794
Pacific Capital Wealth Advisors
California
$2.77M +$131K +507 +5%
WIA
795
Wealthedge Investment Advisors
New York
$2.77M -$2.63M -10,189 -48%
AG
796
Algert Global
California
$2.76M -$2.98M -11,563 -51%
WTB
797
Washington Trust Bank
Washington
$2.75M +$2.44M +9,455 +575%
WB
798
West Bancorporation
Iowa
$2.75M -$161K -625 -5%
SG
799
StoneX Group
New York
$2.75M -$2.96M -11,483 -51%
JFGIW
800
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.75M – – –
30 31
32
33 34

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.