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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
EWS
1376
Evergreen Wealth Solutions
Pennsylvania
$865K +$283K +1,096 +46%
MTIC
1377
Missouri Trust & Investment Company
Missouri
$859K
MEG
1378
Millstone Evans Group
Colorado
$855K
FF
1379
Francis Financial
$853K -$8.77K -34 -1%
FA
1380
Fermata Advisors
California
$852K -$158K -611 -15%
OFP
1381
OFC Financial Planning
New Jersey
$846K -$7.74K -30 -0.9%
WDG
1382
Wealth Dimensions Group
Ohio
$844K -$69.9K -271 -7%
MAM
1383
Mystic Asset Management
Rhode Island
$844K +$22.2K +86 +3%
LWL
1384
Leo Wealth LLC
Texas
$842K +$101K +393 +13%
MBTD
1385
Mechanics Bank - Trust Department
California
$842K -$34.8K -135 -4%
SHFA
1386
SC&H Financial Advisors
Maryland
$841K -$6.96K -27 -0.8%
WEG
1387
World Equity Group
Illinois
$840K -$53.1K -206 -6%
CI
1388
Cavalier Investments
Georgia
$839K -$1.66M -6,449 -66%
NFW
1389
Noble Family Wealth
Florida
$838K
HWAM
1390
Hennion & Walsh Asset Management
New Jersey
$836K
RIS
1391
Richmond Investment Services
Wisconsin
$835K -$771K -2,987 -47%
NEPPG
1392
New England Professional Planning Group
Rhode Island
$834K -$2.58K -10 -0.3%
CP
1393
Canopy Partners
Ohio
$832K -$258 -1 -0%
CAM
1394
Clark Asset Management
New Hampshire
$830K -$27.1K -105 -3%
MA
1395
Marquette Associates
Illinois
$822K +$855K +3,313 New
PCS
1396
Personal CFO Solutions
New Jersey
$821K -$14.4M -55,831 -94%
SL
1397
Sentry LLC
Tennessee
$820K -$34.8K -135 -4%
SMA
1398
Seven Mile Advisory
New Jersey
$818K +$851K +3,300 New
RFA
1399
Resurgent Financial Advisors
Georgia
$817K +$5.16K +20 +0.6%
IP
1400
Intellectus Partners
California
$816K -$141K -547 -14%

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.