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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
BWFA
1126
Baltimore-Washington Financial Advisors
Maryland
$1.37M -$17.3K -67 -1%
RCP
1127
Roan Capital Partners
Tennessee
$1.36M +$1.42M +5,487 New
PCM
1128
Parsons Capital Management
Rhode Island
$1.35M +$190K +735 +16%
LS
1129
LCW Services
Virginia
$1.35M +$759K +2,941 +117%
VFG
1130
Victory Financial Group
Texas
$1.35M +$327K +1,266 +30%
CWA
1131
CM Wealth Advisors
Ohio
$1.35M -$26.6K -103 -2%
SW
1132
Simplicity Wealth
New Jersey
$1.35M -$65.3K -253 -4%
TRCT
1133
Tower Research Capital (TRC)
New York
$1.34M -$38.4M -148,848 -96%
LC
1134
LCNB Corp
Ohio
$1.34M +$90.3K +350 +7%
AWM
1135
Aprio Wealth Management
Georgia
$1.34M +$4.9K +19 +0.4%
MWM
1136
Mittelman Wealth Management
Massachusetts
$1.34M -$1.14M -4,431 -45%
State Street
1137
State Street
Massachusetts
$1.34M -$25.8K -100 -2%
CFS
1138
Coordinated Financial Services
Colorado
$1.33M -$98.5K -382 -7%
A
1139
Argentarii
Ohio
$1.33M +$2.32K +9 +0.2%
BIS
1140
BG Investment Services
Guam
$1.33M -$133K -517 -9%
Betterment LLC
1141
Betterment LLC
New York
$1.33M -$152K -591 -10%
RA
1142
RFG Advisory
Alabama
$1.33M -$168K -652 -11%
SC
1143
Stephenson & Company
California
$1.33M -$18.8K -73 -1%
DACS
1144
Dymon Asia Capital (Singapore)
Singapore
$1.32M +$1.38M +5,334 New
GSEP
1145
Golden State Equity Partners
California
$1.32M +$798K +3,094 +139%
TCP
1146
TMB Capital Partners
Arkansas
$1.32M -$145K -563 -10%
ACM
1147
Alpha Capital Management
Texas
$1.32M +$1.37M +5,313 New
CPA
1148
Cardiff Park Advisors
California
$1.32M -$37.4K -145 -3%
PL
1149
Plancorp LLC
Missouri
$1.32M +$49.8K +193 +4%
WAM
1150
Worth Asset Management
Texas
$1.31M +$1.36M +5,275 New

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.