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
FWM
1026
Forteris Wealth Management
New York
$1.7M -$38.7K -150 -2%
Zurich Cantonal Bank
1027
Zurich Cantonal Bank
Switzerland
$1.69M +$1.82M +7,039 New
LSIA
1028
LaSalle St. Investment Advisors
Illinois
$1.68M +$255K +987 +17%
VC
1029
Veracity Capital
Georgia
$1.67M -$312K -1,210 -15%
OCPWS
1030
One Charles Private Wealth Services
Massachusetts
$1.67M +$516 +2 +0%
RTL
1031
Red Tortoise LLC
Georgia
$1.67M -$37.7K -146 -2%
Fisher Asset Management
1032
Fisher Asset Management
Washington
$1.67M -$801K -3,107 -32%
DI
1033
Disciplined Investments
Oklahoma
$1.65M +$12.9K +50 +0.8%
MG
1034
Mather Group
Illinois
$1.65M +$99.3K +385 +6%
PSA
1035
Plum Street Advisors
Louisiana
$1.64M +$22.7K +88 +1%
RI
1036
Ruggiero Investments
Florida
$1.64M -$61.4K -238 -3%
CI
1037
CX Institutional
Indiana
$1.64M -$147K -571 -8%
OWM
1038
Orgel Wealth Management
Wisconsin
$1.64M +$29.1K +113 +2%
AAG
1039
Asset Advisory Group
New Jersey
$1.64M -$516 -2 -0%
FNB
1040
Farmers National Bank
Kentucky
$1.63M
SRC
1041
Sage Rhino Capital
California
$1.63M
LIA
1042
LS Investment Advisors
Michigan
$1.63M +$258 +1 +0%
KWS
1043
Keystone Wealth Services
California
$1.62M -$516 -2 -0%
IFPG
1044
Intrepid Financial Planning Group
Indiana
$1.62M -$103K -399 -6%
BTD
1045
BankPlus Trust Department
Mississippi
$1.61M
AIM
1046
Allen Investment Management
New York
$1.61M
PFWA
1047
Paces Ferry Wealth Advisors
Georgia
$1.61M -$61.1K -237 -4%
MFG
1048
Mosaic Financial Group
Illinois
$1.61M -$120K -467 -7%
WPW
1049
Waldron Private Wealth
Pennsylvania
$1.6M -$185K -717 -10%
6F
1050
626 Financial
Michigan
$1.6M -$18.8K -73 -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.