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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
BAMG
1001
Brand Asset Management Group
Missouri
$1.78M
MMG
1002
Monetary Management Group
Missouri
$1.78M +$68.4K +265 +4%
SIA
1003
Soltis Investment Advisors
Utah
$1.78M +$257K +996 +16%
EFG
1004
Ethos Financial Group
Pennsylvania
$1.78M -$42.6K -165 -2%
FA
1005
Fagan Associates
New York
$1.77M -$34.6K -134 -2%
CFO
1006
Cambient Family Office
Michigan
$1.77M -$1.58M -6,129 -46%
UBP
1007
Union Bancaire Privee
Switzerland
$1.77M -$129K -500 -6%
FCM
1008
Fogel Capital Management
Florida
$1.76M -$38.7K -150 -2%
LA
1009
LVW Advisors
New York
$1.76M +$85.1K +330 +5%
OIM
1010
Orca Investment Management
Oregon
$1.75M -$516 -2 -0%
LA
1011
Legacy Advisors
Pennsylvania
$1.75M -$130K -504 -7%
SMH
1012
Sanders Morris Harris
Texas
$1.74M +$3.1M +12,000 New
Lazard Asset Management
1013
Lazard Asset Management
New York
$1.73M
SCTC
1014
Sanibel Captiva Trust Company
Florida
$1.73M +$361K +1,400 +25%
PIMG
1015
Patriot Investment Management Group
Tennessee
$1.72M
CP
1016
Camelot Portfolios
Ohio
$1.72M +$66K +256 +4%
LBC
1017
Lowe Brockenbrough & Co
Virginia
$1.72M -$2.58K -10 -0.1%
RZH
1018
Relyea Zuckerberg Hanson
Connecticut
$1.72M +$8K +31 +0.4%
PCA
1019
Pallas Capital Advisors
Massachusetts
$1.71M +$20.6K +80 +1%
SWM
1020
Segment Wealth Management
Texas
$1.71M -$50.6K -196 -3%
APG
1021
Abacus Planning Group
South Carolina
$1.71M -$24.2K -94 -1%
BC
1022
Bricktown Capital
Michigan
$1.71M
APP
1023
Avantax Planning Partners
Iowa
$1.71M -$27.1K -105 -2%
MM
1024
Morangie Management
Florida
$1.7M
IA
1025
IAM Advisory
Pennsylvania
$1.7M -$26.1K -101 -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.