We are live on ! Find out more
IWM icon

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
CFFP
1426
Center for Financial Planning
Michigan
$795K -$8.51K -33 -1%
CA
1427
CSM Advisors
Pennsylvania
$794K -$59.1M -229,000 -99%
CWM
1428
Cedar Wealth Management
California
$793K -$219K -850 -21%
RMP
1429
Richards, Merrill & Peterson
Washington
$793K -$90.5K -351 -10%
BPC
1430
Bearing Point Capital
Minnesota
$792K
S
1431
Sachetta
Massachusetts
$791K +$774 +3 +0.1%
MIG
1432
McGuire Investment Group
Rhode Island
$790K
FIBOI
1433
First International Bank of Israel
$788K +$31K +120 +4%
NRC
1434
New Republic Capital
North Carolina
$785K +$774 +3 +0.1%
WG
1435
Welch Group
Alabama
$784K +$6.71K +26 +0.8%
TC
1436
Trilogy Capital
California
$784K -$188K -730 -19%
TCWM
1437
Total Clarity Wealth Management
Illinois
$784K -$484K -1,876 -37%
BFO
1438
Biltmore Family Office
North Carolina
$783K -$20.9K -81 -3%
SA
1439
Sovran Advisors
California
$783K +$66.3K +257 +10%
IA
1440
Inspire Advisors
Idaho
$782K -$314K -1,216 -28%
HWM
1441
Howard Wealth Management
Connecticut
$782K -$30.2K -117 -4%
FCB
1442
First County Bank
Connecticut
$780K -$194K -751 -19%
SFS
1443
Sharp Financial Services
Pennsylvania
$776K +$74.3K +288 +10%
AP
1444
Advisortrust Partners
North Carolina
$774K -$32.8K -127 -4%
BFIM
1445
Beese Fulmer Investment Management
Ohio
$773K +$331K +1,283 +70%
BA
1446
Ballew Advisors
Mississippi
$773K -$9.54K -37 -1%
CFS
1447
CRA Financial Services
New Jersey
$773K -$34.3K -133 -4%
SC
1448
Sapient Capital
Indiana
$771K +$171K +661 +27%
CTA
1449
Chesley Taft & Associates
Illinois
$770K +$19.6K +76 +3%
PCTC
1450
Perkins Coie Trust Company
Washington
$770K

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.