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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
APIM
1401
Agate Pass Investment Management
Washington
$815K -$13.2K -51 -2%
SSWM
1402
Smith Salley Wealth Management
North Carolina
$815K -$81.3K -315 -9%
BWM
1403
Baron Wealth Management
Michigan
$814K +$1.29K +5 +0.2%
SWM
1404
Sentinel Wealth Management
Virginia
$814K
Aberdeen Group
1405
Aberdeen Group
United Kingdom
$814K +$122K +472 +17%
LWM
1406
Lionshead Wealth Management
New York
$814K -$12.9K -50 -2%
SPI
1407
Strategic Planning Inc
Ohio
$813K +$846K +3,280 New
NG
1408
NWK Group
California
$813K +$9.29K +36 +1%
HPA
1409
High Probability Advisors
New York
$812K
CCG
1410
Coastwise Capital Group
California
$811K -$1.29K -5 -0.2%
MGW
1411
MB Generational Wealth
Washington
$811K
SIM
1412
Stratos Investment Management
Ohio
$810K +$332K +1,287 +65%
HI
1413
Horizon Investments
North Carolina
$810K +$418K +1,622 +99%
WIC
1414
Woodmont Investment Counsel
Tennessee
$808K -$47.7K -185 -5%
OIS
1415
Okabena Investment Services
Minnesota
$808K +$100K +388 +14%
FFM
1416
Forum Financial Management
Illinois
$807K -$36.6K -142 -4%
RIA
1417
RPG Investment Advisory
California
$806K +$2.58K +10 +0.3%
CC
1418
Cultivar Capital
Texas
$806K +$9.29K +36 +1%
PA
1419
Procyon Advisors
Connecticut
$805K +$17K +66 +2%
AWM
1420
Accel Wealth Management
Iowa
$805K -$15.5K -60 -2%
HT
1421
Heritage Trust
Oklahoma
$799K -$11.6K -45 -1%
HCM
1422
Horrell Capital Management
Arkansas
$799K -$1.03K -4 -0.1%
M
1423
MATAURO
New York
$799K -$454K -1,760 -35%
CFP
1424
Cascade Financial Partners
California
$799K +$21.9K +85 +3%
JWWM
1425
Johnson & White Wealth Management
Pennsylvania
$797K -$22.4K -87 -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.