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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
SGCA
1076
Steel Grove Capital Advisors
Tennessee
$1.52M -$73.5K -285 -4%
MIM
1077
Miller Investment Management
Pennsylvania
$1.52M
AssetMark Inc
1078
AssetMark Inc
California
$1.52M +$432K +1,673 +38%
SOADOR
1079
State of Alaska Department of Revenue
Alaska
$1.52M -$1.05M -4,070 -40%
SWM
1080
Steinberganna Wealth Management
New York
$1.52M +$274K +1,064 +21%
AFO
1081
Allie Family Office
Florida
$1.52M -$397K -1,538 -20%
Koshinski Asset Management
1082
Koshinski Asset Management
Illinois
$1.51M +$114K +443 +8%
IA
1083
IF Advisors
Texas
$1.51M +$1.29K +5 +0.1%
DJSG
1084
D.J. St. Germain
Massachusetts
$1.5M -$3.61K -14 -0.2%
CIA
1085
Choate Investment Advisors
Massachusetts
$1.5M -$207K -804 -12%
AA
1086
Ancora Advisors
Ohio
$1.49M -$10.3K -40 -0.7%
ACS
1087
Archford Capital Strategies
Illinois
$1.49M -$215K -834 -12%
AWM
1088
Atticus Wealth Management
Florida
$1.49M -$361K -1,400 -19%
CWMK
1089
Caliber Wealth Management (Kansas)
Kansas
$1.49M -$115K -447 -7%
Chevy Chase Trust
1090
Chevy Chase Trust
Maryland
$1.49M +$22.4K +87 +1%
IIA
1091
IPG Investment Advisors
California
$1.48M
CWS
1092
Confluence Wealth Services
Pennsylvania
$1.48M -$46.2K -179 -3%
HCMT
1093
Highland Capital Management (Tennessee)
Tennessee
$1.47M -$643K -2,494 -30%
BWM
1094
Bernard Wealth Management
Michigan
$1.47M +$2.84K +11 +0.2%
1CP
1095
17 Capital Partners
Arizona
$1.47M +$92.9K +360 +6%
KP
1096
Keel Point
Alabama
$1.47M -$657K -2,547 -30%
CFP
1097
Catalyst Financial Partners
Massachusetts
$1.47M -$92.3K -358 -6%
TIM
1098
Tortoise Investment Management
New York
$1.46M +$67.1K +260 +5%
OPCM
1099
Osborne Partners Capital Management
California
$1.46M -$10.8K -42 -0.7%
MAM
1100
Madison Asset Management
Wisconsin
$1.45M +$43.6K +169 +3%

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.