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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
JSAM
1326
J. Safra Asset Management
New York
$950K -$2.8M -10,837 -74%
BLC
1327
Brown, Lisle/Cummings
Rhode Island
$948K +$7.48K +29 +0.8%
NWM
1328
Northwest Wealth Management
Iowa
$946K
LW
1329
Libra Wealth
California
$936K
NEAM
1330
New England Asset Management
Connecticut
$935K
UFA
1331
Uptown Financial Advisors
Texas
$933K +$28.9K +112 +3%
EPW
1332
Evolve Private Wealth
California
$925K +$18.8K +73 +2%
IP
1333
Investment Partners
Ohio
$923K +$49K +190 +5%
OBWG
1334
Onyx Bridge Wealth Group
New York
$921K -$24.5K -95 -2%
EF
1335
Elite Financial
Idaho
$919K
SMA
1336
Sage Mountain Advisors
Georgia
$918K -$49K -190 -5%
NG
1337
Navigation Group
California
$918K +$955K +3,701 New
OTL
1338
Oak Thistle LLC
New York
$918K +$954K +3,700 New
CFA
1339
Churchill Financial Advisors
Kentucky
$917K -$10.3K -40 -1%
CCWM
1340
Cassaday & Co Wealth Management
Virginia
$915K +$14.4K +56 +2%
WA
1341
Waystone Advisors
Washington
$913K +$508K +1,970 +115%
BFS
1342
BridgePort Financial Solutions
Iowa
$911K -$69.1K -268 -7%
HA
1343
HFG Advisors
Ohio
$910K -$88K -341 -9%
FHA
1344
Flagship Harbor Advisors
Massachusetts
$906K +$942K +3,651 New
VAI
1345
Vanguard Advisers Inc
Pennsylvania
$904K +$940K +3,646 New
SDWMA
1346
Schneider Downs Wealth Management Advisors
Pennsylvania
$903K
RYIA
1347
Roehl & Yi Investment Advisors
Oregon
$902K +$3.09M +11,993 +44%
CL
1348
CSS LLC
Illinois
$900K +$913K +3,540 +4,023%
CHA
1349
Cooper/Haims Advisors
New York
$899K
ML
1350
McAdam LLC
Pennsylvania
$897K -$59.1K -229 -6%

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.