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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
KFAS
1101
Keating Financial Advisory Services
Kansas
$1.45M -$111K -432 -7%
EIG
1102
Ellenbecker Investment Group
Wisconsin
$1.44M -$40.2K -156 -3%
RIA
1103
Regal Investment Advisors
Michigan
$1.44M +$94.2K +365 +7%
MFC
1104
Morris Financial Concepts
South Carolina
$1.44M +$10.1K +39 +0.7%
RA
1105
Rise Advisors
New York
$1.44M +$27.9K +108 +2%
OCM
1106
Objective Capital Management
Ohio
$1.42M
HA
1107
Huntleigh Advisors
Missouri
$1.42M +$72K +279 +5%
WHG
1108
Westwood Holdings Group
Texas
$1.42M +$4.64K +18 +0.3%
RCA
1109
Runnymede Capital Advisors
Ohio
$1.42M +$1.48M +5,721 New
GIA
1110
Guyasuta Investment Advisors
Pennsylvania
$1.42M
First Trust Advisors
1111
First Trust Advisors
Illinois
$1.41M -$43.9K -170 -3%
AWA
1112
Adapt Wealth Advisors
Georgia
$1.41M -$143K -553 -9%
CAI
1113
Capital Advisors Inc
Oklahoma
$1.41M +$14.2K +55 +1%
Wealthfront Advisers
1114
Wealthfront Advisers
California
$1.41M +$359K +1,393 +33%
FA
1115
Fiduciary Alliance
South Carolina
$1.4M +$176K +683 +15%
CB
1116
Community Bank
New York
$1.4M -$43.3K -168 -3%
GCA
1117
Gradient Capital Advisors
California
$1.38M -$20.6K -80 -1%
AV
1118
Alamea Verwaltungs
New Jersey
$1.38M
BFS
1119
Bare Financial Services
Pennsylvania
$1.38M -$774 -3 -0.1%
ACM
1120
Advisors Capital Management
New Jersey
$1.38M +$36.1K +140 +3%
SFS
1121
Summit Financial Strategies
Ohio
$1.38M +$18.8K +73 +1%
NA
1122
Nordwand Advisors
Pennsylvania
$1.38M +$27.1K +105 +2%
BLFG
1123
Brian Low Financial Group
Louisiana
$1.38M +$118K +456 +9%
WDL
1124
Well Done LLC
Michigan
$1.38M +$77.4K +300 +6%
SWA
1125
SOA Wealth Advisors
New York
$1.37M +$9.8K +38 +0%

IWM Hedge Fund Activity: Q1 2026 in Review

2,568 of the 8,132 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.