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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
RMDI
951
R.M. Davis Inc
Maine
$2.01M +$7.74K +30 +0.4%
G
952
GenTrust
Florida
$2M -$150K -582 -7%
BIG
953
Builder Investment Group
Georgia
$2M -$4.13K -16 -0.2%
PP
954
Paladin Partners
Wisconsin
$1.98M +$322K +1,250 +19%
SCA
955
Sage Capital Advisors
South Dakota
$1.96M -$301K -1,167 -13%
SFG
956
SNS Financial Group
Minnesota
$1.96M -$98K -380 -5%
FFN
957
Focus Financial Network
Minnesota
$1.96M -$205K -795 -9%
DFC
958
DBK Financial Counsel
Ohio
$1.96M -$158K -613 -7%
PS
959
Principal Securities
Iowa
$1.95M -$639K -2,479 -24%
GIA
960
Gateway Investment Advisers
Ohio
$1.95M +$41.5K +161 +2%
DI
961
DAGCO Inc
Ohio
$1.95M -$38.7K -150 -2%
WWA
962
Wealth Watch Advisors
Colorado
$1.95M +$395K +1,531 +24%
GWM
963
Greenwich Wealth Management
Connecticut
$1.95M -$34.6K -134 -2%
CCG
964
Chatham Capital Group
Georgia
$1.94M -$26.1K -101 -1%
BRWA
965
B. Riley Wealth Advisors
Florida
$1.94M -$2.7M -10,460 -56%
NSIM
966
North Star Investment Management
Illinois
$1.93M +$48.8K +189 +2%
SW
967
SlateStone Wealth
Florida
$1.93M +$391K +1,515 +24%
EFA
968
Evernest Financial Advisors
Indiana
$1.92M +$258 +1 +0%
ACM
969
Ananym Capital Management
New York
$1.91M +$1.99M +7,721 New
RPWA
970
Regent Peak Wealth Advisors
Georgia
$1.91M -$12.9K -50 -0.6%
MA
971
MONECO Advisors
Connecticut
$1.91M -$105K -407 -5%
ACM
972
Aspen Capital Management
Idaho
$1.91M -$5.67K -22 -0.3%
KPF
973
K2 Principal Fund
Ontario, Canada
$1.89M +$1.97M +7,635 New
SS
974
Sunbelt Securities
Texas
$1.89M -$307K -1,189 -13%
KJWM
975
Kiley Juergens Wealth Management
Washington
$1.89M +$1.97M +7,626 New

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.