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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
MIM
1301
Montgomery Investment Management
Maryland
$992K
RC
1302
Roundview Capital
New Jersey
$991K +$197K +764 +24%
PCM
1303
Presidio Capital Management
California
$989K +$26.3K +102 +3%
LTL
1304
Lowery Thomas LLC
California
$988K -$3.35K -13 -0.3%
PB
1305
Pinnacle Bancorp
Nebraska
$988K -$35.6K -138 -3%
RLWM
1306
RF&L Wealth Management
Massachusetts
$987K -$20.1K -78 -2%
BBES
1307
Buffalo Business & Estate Services
New York
$986K +$77.4K +300 +8%
GFP
1308
Guardian Financial Partners
California
$986K +$1.55K +6 +0.2%
PCM
1309
Prelude Capital Management
New York
$982K +$468K +1,815 +85%
IIC
1310
Integrated Investment Consultants
Michigan
$976K -$4.9K -19 -0.5%
MCM
1311
MidAtlantic Capital Management
Virginia
$975K +$8.51K +33 +0.8%
COCM
1312
Charter Oak Capital Management
New Hampshire
$974K -$85.9K -333 -8%
AIM
1313
Arcadia Investment Management
Michigan
$973K -$4.13K -16 -0.4%
PFT
1314
Providence First Trust
Arizona
$973K -$547K -2,121 -35%
DIP
1315
Davis Investment Partners
North Carolina
$969K -$81.3K -315 -7%
SHF
1316
Stage Harbor Financial
Massachusetts
$965K
PHAM
1317
Palisades Hudson Asset Management
Florida
$958K
PFW
1318
Petros Family Wealth
Minnesota
$956K -$92.6K -359 -9%
TAM
1319
Townsend Asset Management
North Carolina
$955K +$18.6K +72 +2%
CTA
1320
Colonial Trust Advisors
South Carolina
$954K
SB
1321
Strategic Blueprint
Georgia
$954K +$3.1K +12 +0.3%
NFP
1322
Narus Financial Partners
Utah
$953K -$9.03K -35 -0.9%
FA
1323
FDx Advisors
Illinois
$952K -$33K -128 -3%
BFM
1324
Broadview Financial Management
Wisconsin
$951K -$44.6K -173 -4%
FPW
1325
Flagship Private Wealth
Massachusetts
$951K -$38.7K -150 -4%

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.