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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
ST
876
Spinnaker Trust
Maine
$2.36M -$130K -505 -5%
LWM
877
Lyell Wealth Management
California
$2.36M +$44.4K +172 +2%
ACM
878
Absolute Capital Management
Pennsylvania
$2.34M -$555K -2,151 -19%
LHP
879
Lexington Hill Partners
Texas
$2.34M -$124K -482 -5%
AWA
880
American Wealth Advisors
Georgia
$2.34M +$4.38K +17 +0.2%
VA
881
Vident Advisory
Georgia
$2.34M -$7.48K -29 -0.3%
ESB
882
Essex Savings Bank
Connecticut
$2.34M +$38.7K +150 +2%
JA
883
JVL Associates
Michigan
$2.34M
AO
884
Advisor OS
Illinois
$2.33M +$157K +608 +7%
CB
885
Centennial Bank
Arkansas
$2.33M -$242K -939 -9%
GP
886
Gridiron Partners
Pennsylvania
$2.32M -$2.84K -11 -0.1%
HCM
887
Hollencrest Capital Management
California
$2.31M +$26.1K +101 +1%
AFM
888
Abbot Financial Management
Massachusetts
$2.31M -$41.3K -160 -2%
TPI
889
Trust Point Inc
Wisconsin
$2.31M +$36.1K +140 +2%
DIM
890
Delta Investment Management
California
$2.29M -$385K -1,492 -14%
EAM
891
Empirical Asset Management
Massachusetts
$2.28M +$76.4K +296 +3%
OPWM
892
Oakwell Private Wealth Management
Texas
$2.27M
SCM
893
Shelton Capital Management
Colorado
$2.27M -$5.67K -22 -0.2%
MFC
894
Mechanics Financial Corp
Ohio
$2.26M -$57K -221 -2%
HPC
895
HM Payson & Co
Maine
$2.26M +$25.3K +98 +1%
CCA
896
Childress Capital Advisors
Texas
$2.25M +$41.3K +160 +2%
LB
897
Legacy Bridge
Iowa
$2.25M +$41.8K +162 +2%
SCP
898
Silverleafe Capital Partners
Tennessee
$2.25M +$375K +1,453 +19%
TSW
899
Thompson Siegel & Walmsley
Virginia
$2.25M -$25.8K -100 -1%
KJHP
900
K.J. Harrison & Partners
Ontario, Canada
$2.25M -$3.44M -13,340 -60%

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.