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
31.58%
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
CA
851
Claro Advisors
Massachusetts
$2.44M +$155K +602 +7%
VT
852
Vise Technologies
New York
$2.43M
BAM
853
Bosun Asset Management
Illinois
$2.43M
LIM
854
Leavell Investment Management
Alabama
$2.42M -$105K -407 -4%
RWP
855
Revolve Wealth Partners
New Jersey
$2.42M -$83.6K -324 -3%
RFWA
856
RPg Family Wealth Advisory
Massachusetts
$2.42M +$1.48M +5,744 +143%
RWMH
857
Riverpoint Wealth Management Holdings
Illinois
$2.42M +$4.13K +16 +0.2%
EWM
858
Empirical Wealth Management
Washington
$2.4M -$18.6K -72 -0.7%
KIA
859
KCM Investment Advisors
California
$2.4M +$144K +558 +6%
BMCM
860
Bryn Mawr Capital Management
Pennsylvania
$2.4M +$685K +2,654 +38%
TCBWMS
861
Texas Capital Bank Wealth Management Services
Texas
$2.4M +$940K +3,643 +61%
SCA
862
Southern Capital Advisors
Tennessee
$2.39M +$57.3K +222 +2%
SHFP
863
Second Half Financial Partners
Florida
$2.39M +$927K +3,593 +59%
FWI
864
Facet Wealth Inc
Maryland
$2.39M +$57.5K +223 +2%
AIM
865
Athena Investment Management
California
$2.39M
HHGC
866
Hunting Hill Global Capital
New York
$2.38M +$2.48M +9,600 New
RPG
867
Risk Paradigm Group
Texas
$2.38M +$1.48M +5,732 +149%
GS
868
GWN Securities
Florida
$2.37M -$650K -2,518 -21%
Tudor Investment Corp
869
Tudor Investment Corp
Connecticut
$2.37M -$158M -612,531 -98%
MFS
870
Miller Financial Services
Michigan
$2.37M -$102K -394 -4%
AWM
871
Avior Wealth Management
Nebraska
$2.37M +$830K +3,219 +50%
KFGK
872
Keystone Financial Group (Kentucky)
Kentucky
$2.36M +$2.25M +8,715 +1,063%
JGIA
873
Jackson Grant Investment Advisers
Connecticut
$2.36M +$126K +488 +5%
VH
874
VVR Holdings
Washington
$2.36M +$154K +598 +7%
PFA
875
Pure Financial Advisors
California
$2.36M -$30.7K -119 -1%

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.