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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
FSA
1251
Fort Sheridan Advisors
Illinois
$1.09M +$56.2K +218 +5%
FFC
1252
First Financial Corp
Indiana
$1.09M -$2.06K -8 -0.2%
WPC
1253
White Pine Capital
Minnesota
$1.09M -$5.93K -23 -0.5%
BFA
1254
Bragg Financial Advisors
North Carolina
$1.09M -$32.5K -126 -3%
CWM
1255
Calamos Wealth Management
Illinois
$1.08M +$43.1K +167 +4%
MBFW
1256
Morton Brown Family Wealth
Pennsylvania
$1.08M
VCP
1257
Vista Capital Partners
Oregon
$1.08M +$106K +410 +10%
BOJHT
1258
Bank of Jackson Hole Trust
Wyoming
$1.08M +$33.5K +130 +3%
FP
1259
Financial Perspectives
Minnesota
$1.07M +$43.1K +167 +4%
CI
1260
CacheTech Inc
Utah
$1.07M
QCM
1261
QRG Capital Management
Illinois
$1.07M -$240K -932 -18%
SWA
1262
Sightline Wealth Advisors
Connecticut
$1.07M +$1.55K +6 +0.1%
S
1263
SignatureFD
Georgia
$1.07M +$97.2K +377 +10%
CFO
1264
Collective Family Office
Pennsylvania
$1.07M
PI
1265
Pachira Investments
California
$1.07M +$3.61K +14 +0.3%
LOPW
1266
Live Oak Private Wealth
North Carolina
$1.06M
KFI
1267
Key Financial Inc
Pennsylvania
$1.06M -$2.32K -9 -0.2%
HWA
1268
Heartwood Wealth Advisors
Virginia
$1.06M +$16.5K +64 +2%
AFC
1269
AFT Forsyth & Company
Florida
$1.06M -$6.45K -25 -0.6%
AB
1270
Atlas Brown
Kentucky
$1.05M +$258 +1 +0%
PW
1271
PUREfi Wealth
Massachusetts
$1.05M -$82K -318 -7%
DLCIG
1272
D.L. Carlson Investment Group
New Hampshire
$1.05M -$50.3K -195 -4%
MWM
1273
Mattern Wealth Management
Kansas
$1.05M
BSCCG
1274
Blue Sky Capital Consultants Group
California
$1.05M -$91.6K -355 -8%
VCP
1275
Verus Capital Partners
Arizona
$1.04M -$462K -1,791 -30%

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.