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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
AA
1051
Alesco Advisors
New York
$1.59M -$45.1K -175 -3%
AWM
1052
Angeles Wealth Management
California
$1.59M +$32.2K +125 +2%
PCM
1053
Penn Capital Management
Pennsylvania
$1.59M -$1.12M -4,334 -40%
STFP
1054
Signal Tree Financial Partners
Ohio
$1.59M
N
1055
Nuveen
North Carolina
$1.59M -$1.9M -7,374 -50%
HFO
1056
Heritage Family Offices
Arizona
$1.59M -$806K -3,123 -33%
AWA
1057
AmeriServ Wealth Advisors
Pennsylvania
$1.58M -$152K -589 -8%
RCP
1058
Rothschild Capital Partners
New York
$1.58M +$1.65M +6,388 New
PIM
1059
Penobscot Investment Management
Massachusetts
$1.57M +$54.2K +210 +3%
MCM
1060
MV Capital Management
Maryland
$1.57M +$126K +488 +8%
CIM
1061
Cambria Investment Management
California
$1.56M -$188K -730 -10%
MHC
1062
May Hill Capital
Massachusetts
$1.56M -$54.9K -213 -3%
FPCP
1063
Fort Point Capital Partners
California
$1.56M -$11.3K -44 -0.7%
TFGT
1064
TS Financial Group (TSFG)
Illinois
$1.55M -$28.4K -110 -2%
MW
1065
MBL Wealth
North Carolina
$1.55M -$283K -1,096 -15%
DDPIC
1066
Deroy & Devereaux Private Investment Counsel
Michigan
$1.55M +$7.74K +30 +0.5%
PS
1067
Planned Solutions
California
$1.55M +$2.58K +10 +0.2%
MCC
1068
Money Concepts Capital
Florida
$1.55M -$92M -356,677 -98%
CA
1069
Cambridge Advisors
Nebraska
$1.54M
BFO
1070
Boston Family Office
Massachusetts
$1.54M -$5.67K -22 -0.4%
FWM
1071
Fonville Wealth Management
Virginia
$1.54M -$110K -427 -6%
HPBT
1072
Hickory Point Bank & Trust
Illinois
$1.53M +$110K +425 +7%
FI
1073
Fosun International
China
$1.53M +$1.59M +6,183 New
KFG
1074
Kelly Financial Group
Connecticut
$1.53M -$43.1K -167 -3%
LCM
1075
Lunt Capital Management
Utah
$1.53M

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.