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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
LSA
1351
L & S Advisors
California
$896K -$227K -880 -20%
DWP
1352
Destiny Wealth Partners
Florida
$895K +$248K +960 +36%
ALWM
1353
Andrews Lucia Wealth Management
California
$892K +$6.45K +25 +0.7%
NL
1354
Navalign LLC
California
$890K +$1.29K +5 +0.1%
SFC
1355
Sprinkle Financial Consultants
Colorado
$888K +$1.55K +6 +0.2%
LWCFA
1356
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$888K
BCG
1357
Breakwater Capital Group
New Jersey
$883K +$9.29K +36 +1%
LCG
1358
Lakeshore Capital Group
Illinois
$882K -$3.35K -13 -0.4%
AI
1359
Atria Investments
North Carolina
$880K -$5.84M -22,633 -86%
BFA
1360
Bill Few Associates
Pennsylvania
$880K
SS
1361
SBI Securities
Japan
$879K -$111K -431 -11%
AGP
1362
Autumn Glory Partners
Texas
$879K
EK
1363
Evensky & Katz
Florida
$875K -$37.1K -144 -4%
AF
1364
Alerus Financial
North Dakota
$873K -$15.7K -61 -2%
AFA
1365
American Financial Advisors
Georgia
$873K -$21.2K -82 -2%
PMG
1366
Private Management Group
California
$873K
FFG
1367
Fortem Financial Group
California
$870K +$905K +3,510 New
FBT
1368
First Bank & Trust
South Dakota
$869K -$11.6K -45 -1%
VCAM
1369
Van Cleef Asset Management
Ohio
$869K +$50.8K +197 +6%
PWM
1370
Power Wealth Management
Georgia
$868K -$115K -445 -11%
TFS
1371
Thoroughbred Financial Services
Tennessee
$868K -$271K -1,051 -23%
TWM
1372
Thrive Wealth Management
Pennsylvania
$867K +$5.42K +21 +0.6%
WCL
1373
Wealth Care LLC
Florida
$867K +$902K +3,496 New
DIA
1374
Dana Investment Advisors
Wisconsin
$866K -$54.4K -211 -6%
OAM
1375
Occidental Asset Management
California
$865K +$22.7K +88 +3%

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.