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iShares Russell 2000 ETF
IWM

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: 165 → 167 (+2)

1% less funds holding

Funds holding: 2,590 → 2,568 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.26B
2
Citigroup
Citigroup
New York
+$1.36B
3
Goldman Sachs
Goldman Sachs
New York
+$1.16B
4
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
+$1B
5
JP Morgan Chase
JP Morgan Chase
New York
+$532M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$957M
2
Wells Fargo
Wells Fargo
California
-$663M
3
Bank of America
Bank of America
North Carolina
-$556M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$440M
5
IMC Chicago
IMC Chicago
Illinois
-$390M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIAAOA
1176
Teachers Insurance & Annuity Association of America
New York
$1.24M -$1.29K -5 -0.1%
FFA
1177
Fragasso Financial Advisors
Pennsylvania
$1.24M +$4.64K +18 +0.4%
SEIA
1178
Signature Estate & Investment Advisors
California
$1.24M +$1.29M +5,014 New
CTC
1179
Central Trust Company
Missouri
$1.24M +$406K +1,575 +46%
WJA
1180
Willis Johnson & Associates
Texas
$1.24M -$939K -3,641 -42%
RCM
1181
Radnor Capital Management
Pennsylvania
$1.24M -$1.58M -6,135 -55%
NGA
1182
Naples Global Advisors
Florida
$1.24M +$2.84K +11 +0.2%
GWP
1183
Gateway Wealth Partners
Wisconsin
$1.24M +$934K +3,620 +262%
GIO
1184
Galilei Investment Office
United Kingdom
$1.24M – – –
CM
1185
Corvex Management
New York
$1.24M +$1.29M +5,000 New
OWP
1186
Obermeyer Wealth Partners
Colorado
$1.24M – – –
CFGA
1187
Cambridge Financial Group (Arizona)
Arizona
$1.24M -$236K -914 -15%
VT
1188
Volterra Technologies
New York
$1.24M +$1.29M +4,983 New
IB
1189
Intrust Bank
Kansas
$1.24M -$78.4K -304 -6%
EAM
1190
Evanson Asset Management
California
$1.23M +$774 +3 +0.1%
CWWM
1191
Clear Wave Wealth Management
New Jersey
$1.23M +$1.28M +4,975 New
PG
1192
Proffitt & Goodson
Tennessee
$1.23M -$392K -1,521 -23%
CI
1193
Chartist Inc
California
$1.23M +$19.3K +75 +2%
FNT
1194
First Nebraska Trust
Nebraska
$1.23M – – –
1WM
1195
1900 Wealth Management
Texas
$1.23M -$1.03K -4 -0.1%
FBFS
1196
First Business Financial Services
Wisconsin
$1.23M – – –
CTA
1197
Camelot Technology Advisors
California
$1.23M +$1.81K +7 +0.1%
PIA
1198
Perennial Investment Advisors
California
$1.22M -$425K -1,646 -25%
NPT
1199
Nixon Peabody Trust
Massachusetts
$1.22M -$969K -3,755 -43%
CS
1200
Cannell & Spears
New York
$1.22M -$85.1K -330 -6%
46 47
48
49 50

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.