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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
31.59%
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
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
76
MAI Capital Management
Ohio
$126M +$3.52M +13,662 +3%
JG
77
Jain Global
New York
$126M +$131M +508,313 New
Corient Private Wealth
78
Corient Private Wealth
Florida
$123M -$208M -808,241 -62%
BBHC
79
Brown Brothers Harriman & Co
New York
$120M +$92.2M +357,403 +284%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$118M -$11.4M -44,106 -8%
GT
81
Glenmede Trust
Pennsylvania
$118M +$2.39M +9,260 +2%
BC
82
Broadwood Capital
New York
$118M
TCIIS
83
TIAA-CREF Individual & Institutional Services
New York
$115M +$120M +464,067 New
UFF
84
USA Financial Formulas
Michigan
$108M +$112M +433,165 +15,520%
CAM
85
Cresset Asset Management
Illinois
$106M -$2.03M -7,867 -2%
SP
86
Stairway Partners
Illinois
$105M +$1.93M +7,470 +2%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$103M +$29M +112,287 +37%
State of New Jersey Common Pension Fund D
88
State of New Jersey Common Pension Fund D
New Jersey
$99.8M
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$94.4M +$23.8M +92,434 +32%
CFG
90
Citizens Financial Group
Rhode Island
$93.8M -$3.27M -12,690 -3%
Kayne Anderson Rudnick Investment Management
91
Kayne Anderson Rudnick Investment Management
California
$89.7M -$57.4M -222,475 -38%
AI
92
Accredited Investors
Minnesota
$88M +$6.41M +24,858 +8%
Hudson Bay Capital Management
93
Hudson Bay Capital Management
Connecticut
$84.5M +$29.9M +115,800 +51%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$82.9M +$647K +2,507 +0.8%
NPT
95
National Philanthropic Trust
Pennsylvania
$81M +$3.08M +11,944 +4%
Deutsche Bank
96
Deutsche Bank
Germany
$79.9M +$22.1M +85,737 +36%
WA
97
Waverly Advisors
Alabama
$79.4M +$10.4M +40,326 +14%
ClearBridge Investments
98
ClearBridge Investments
New York
$77.5M +$80.6M +312,515 New
WT
99
Washington Trust
Rhode Island
$77.4M -$814K -3,155 -1%
JIC
100
Johnson Investment Counsel
Ohio
$77M +$7.15M +27,703 +10%

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.