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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 188 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: 188 | 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: 2,5912,568 (-23)

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
-23
Holders Change %
-0.89%
% 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
188
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
AF
1226
AtlasMark Financial
Texas
$1.16M
DI
1227
Decision Investments
California
$1.15M -$34K -132 -3%
AA
1228
Alpha Advisors
Virginia
$1.15M +$553K +2,143 +86%
PWA
1229
Prairie Wealth Advisors
Nebraska
$1.14M
SC
1230
Sepio Capital
Utah
$1.14M -$3.57M -13,852 -75%
GC
1231
Garde Capital
Washington
$1.14M +$228K +882 +24%
RBFC
1232
Roman Butler Fullerton & Co
Missouri
$1.14M -$1.44M -5,587 -56%
PTP
1233
Platform Technology Partners
New York
$1.14M +$331K +1,282 +39%
NCM
1234
Next Capital Management
New York
$1.13M +$28.4K +110 +2%
VP
1235
Verum Partners
North Carolina
$1.12M +$44.4K +172 +4%
MCA
1236
Magnolia Capital Advisors
Mississippi
$1.12M
CWAF
1237
Core Wealth Advisors (Florida)
Florida
$1.12M -$6.71K -26 -0.6%
CT
1238
Caldwell Trust
Florida
$1.12M
TP
1239
Tranquility Partners
Tennessee
$1.12M +$94.4K +366 +9%
MFA
1240
McClarren Financial Advisors
Pennsylvania
$1.11M +$218K +845 +23%
MFT
1241
Moisand Fitzgerald Tamayo
Florida
$1.11M -$4.38K -17 -0.4%
WFA
1242
Wellspring Financial Advisors
Ohio
$1.11M -$30.2K -117 -3%
IA
1243
Insight Advisors
Pennsylvania
$1.1M +$100K +389 +10%
GFPC
1244
Global Financial Private Client
Florida
$1.1M
ZBNA
1245
Zions Bancorporation, National Association
Utah
$1.1M
PF
1246
Parker Financial
Washington
$1.1M -$66.3K -257 -5%
BFW
1247
Brady Family Wealth
Missouri
$1.1M
NIP
1248
Nicholas Investment Partners
California
$1.09M -$182K -707 -14%
CTWM
1249
Cherry Tree Wealth Management
Minnesota
$1.09M
BIG
1250
Brooklyn Investment Group
New York
$1.09M +$881K +3,416 +349%

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: 188 funds opened new IWM positions and 167 closed out — a net gain of 21 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 2,591 in Q4 2025.
  • Funds reported $75.8B of iShares Russell 2000 ETF stock for Q1 2026, up 7.6% quarter-over-quarter.
  • 188 funds opened new iShares Russell 2000 ETF positions in Q1 2026 and 167 closed out, a net change of +21 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.