We are live on ! Find out more
IWM icon

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
31.58%
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

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
TWM
801
Tanager Wealth Management
United Kingdom
$2.74M -$124K -480 -4%
JWM
802
JHP Wealth Management
Colorado
$2.73M +$258 +1 +0%
GSIAS
803
Garden State Investment Advisory Services
New Jersey
$2.73M -$127K -493 -4%
AIFAIM
804
American Institute for Advanced Investment Management
Arizona
$2.72M – – –
AIC
805
Allodium Investment Consultants
Minnesota
$2.72M -$18.8K -73 -0.7%
SWM
806
SK Wealth Management
Rhode Island
$2.71M +$146K +567 +6%
GCA
807
Genesee Capital Advisors
New York
$2.71M -$67.8K -263 -2%
SI
808
Saxon Interests
Texas
$2.7M -$317K -1,228 -10%
GAM
809
GEM Asset Management
Michigan
$2.7M +$1.81K +7 +0.1%
FAM
810
Forte Asset Management
New York
$2.69M +$158K +614 +6%
LLWM
811
Life Line Wealth Management
California
$2.69M +$4.9K +19 +0.2%
MNBTD
812
Moody National Bank Trust Division
Texas
$2.68M +$774 +3 +0%
ATS
813
Ashton Thomas Securities
New York
$2.67M +$2.78M +10,785 New
HCC
814
Hirtle Callaghan & Co
Pennsylvania
$2.67M +$384K +1,488 +16%
BWP
815
Balboa Wealth Partners
Arizona
$2.67M +$2.05M +7,966 +284%
FFC
816
Frederick Financial Consultants
Maryland
$2.66M -$130K -505 -5%
USCWA
817
U.S. Capital Wealth Advisors
Texas
$2.64M +$1.33M +5,149 +93%
FMWA
818
Forvis Mazars Wealth Advisors
Missouri
$2.64M -$21.2K -82 -0.8%
PMWMG
819
Parr McKnight Wealth Management Group
Minnesota
$2.63M -$1.06M -4,127 -28%
ACA
820
Anchor Capital Advisors
Massachusetts
$2.63M -$157K -607 -5%
PGF
821
Plan Group Financial
Oklahoma
$2.61M +$721K +2,796 +36%
PCMH
822
Polymer Capital Management (HK)
Hong Kong
$2.61M +$1.25M +4,843 +85%
ARC
823
Advisor Resource Council
Texas
$2.61M -$172K -668 -6%
MC
824
Moors & Cabot
Massachusetts
$2.59M +$28.1K +109 +1%
BHBT
825
Burke & Herbert Bank & Trust
Virginia
$2.58M +$43.9K +170 +2%
31 32
33
34 35

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.