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iShares Russell 2000 ETF

2,579 hedge funds and large institutions have $75.8B invested in iShares Russell 2000 ETF in 2026 Q1 according to their latest regulatory filings, with 190 funds opening new positions, 892 increasing their positions, 988 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 167

13.47% more ownership

Funds ownership: 93.76%107.23% (+13%)

8% more capital invested

Capital invested by funds: $70.5B → $75.8B (+$5.38B)

2% more funds holding in top 10

Funds holding in top 10: 166169 (+3)

1% less funds holding

Funds holding: 2,5972,579 (-18)

10% less repeat investments, than reductions

Existing positions increased: 892 | Existing positions reduced: 988

61% less call options, than puts

Call options by funds: $40.3B | Put options by funds: $103B

Holders
2,579
Holders Change
-18
Holders Change %
-0.69%
% of All Funds
31.56%
Holding in Top 10
169
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.81%
% of All Funds
2.07%
New
190
Increased
892
Reduced
988
Closed
167
Calls
$40.3B
Puts
$103B
Net Calls
-$62.2B
Net Calls Change
-$15.7B
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
101
HSBC Holdings
United Kingdom
$72.3M -$66.5M -257,775 -47%
RFC
102
Regions Financial Corp
Alabama
$70.3M +$230K +893 +0.3%
WT
103
Whittier Trust
California
$68.4M -$684K -2,650 -1%
ABTD
104
Arvest Bank Trust Division
Oklahoma
$68.1M -$2M -7,743 -3%
FWCM
105
Ferguson Wellman Capital Management
Oregon
$67M +$69.6M +270,000 New
FFBTD
106
First Financial Bank - Trust Division
Ohio
$65.1M +$2.12M +8,213 +3%
Allspring Global Investments
107
Allspring Global Investments
North Carolina
$64.8M +$35.1M +136,243 +110%
PI
108
Parkside Investments
Illinois
$63.2M -$733K -2,840 -1%
BCM
109
Brookstone Capital Management
Illinois
$63.1M -$3.13M -12,115 -5%
IC
110
Impactive Capital
New York
$62.6M +$45.6M +176,882 +234%
Two Sigma Investments
111
Two Sigma Investments
New York
$62.5M +$65M +251,870 New
STA
112
Summit Trail Advisors
New York
$62.4M +$12.2M +47,474 +23%
GI
113
GLOBALT Investments
Georgia
$61.7M +$948K +3,675 +1%
Bessemer Group
114
Bessemer Group
New Jersey
$59.2M -$30.6M -118,459 -33%
FWTB
115
First Western Trust Bank
Colorado
$59M +$236K +914 +0.4%
MGIA
116
Moneta Group Investment Advisors
Missouri
$58.8M +$2.01M +7,793 +3%
Lido Advisors
117
Lido Advisors
California
$58.7M +$14.3M +55,493 +31%
PAG
118
Private Advisor Group
New Jersey
$57.5M +$8.91M +34,528 +18%
KAS
119
Kestra Advisory Services
Texas
$55.8M -$1.91M -7,413 -3%
GAB
120
German American Bancorp
Indiana
$54.1M +$167K +647 +0.3%
AQR Capital Management
121
AQR Capital Management
Connecticut
$54.1M +$10.3M +39,892 +22%
MWM
122
Modern Wealth Management
Kansas
$51.3M +$50.8M +197,108 +2,314%
TH
123
TCTC Holdings
Texas
$49.3M -$6.96K -27 -0%
SYBT
124
Stock Yards Bank & Trust
Kentucky
$49.3M +$2.65M +10,261 +5%
MML Investors Services
125
MML Investors Services
Massachusetts
$47.9M -$7.95M -30,811 -14%

IWM Hedge Fund Activity: Q1 2026 in Review

2,579 of the 8,172 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 $70.5B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new IWM positions and 167 closed out — a net gain of 23 holders — while 892 added to existing stakes and 988 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.26B. The largest seller was LPL Financial, cutting an estimated $957M.

  • 2,579 institutional investors held iShares Russell 2000 ETF (IWM) as of Q1 2026, down from 2,597 in Q4 2025.
  • Funds reported $75.8B of iShares Russell 2000 ETF stock for Q1 2026, up 7.6% quarter-over-quarter.
  • 190 funds opened new iShares Russell 2000 ETF positions in Q1 2026 and 167 closed out, a net change of +23 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.