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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
JFG
1451
JDM Financial Group
Texas
$770K -$7.48K -29 -0.9%
BMC
1452
Beaton Management Company
Massachusetts
$769K +$161K +625 +25%
PWG
1453
Private Wealth Group
Florida
$767K
LDB
1454
Lee, Danner & Bass
Tennessee
$766K +$5.42K +21 +0.7%
PTB
1455
Pioneer Trust Bank
Oregon
$765K
APW
1456
Acima Private Wealth
Virginia
$764K
DP
1457
Dearborn Partners
Illinois
$764K
V
1458
VeraBank
Texas
$764K
JHCP
1459
Jackson Hole Capital Partners
Oklahoma
$763K
GWM
1460
Gilpin Wealth Management
Colorado
$761K -$10.3K -40 -1%
NAM
1461
NorthCrest Asset Manangement
Minnesota
$761K -$128K -496 -14%
WCM
1462
Windsor Capital Management
Arizona
$758K -$1.55K -6 -0.2%
FWA
1463
FSM Wealth Advisors
Ohio
$754K -$24.5K -95 -3%
AFO
1464
Arrowroot Family Office
California
$754K -$7.74K -30 -1%
First Manhattan
1465
First Manhattan
New York
$749K +$200K +777 +35%
XWL
1466
XXI Wealth LLC
Illinois
$748K -$47.7K -185 -6%
WA
1467
Westfuller Advisors
New York
$748K +$1.55K +6 +0.2%
GWP
1468
Gen-Wealth Partners
Michigan
$747K -$9.03K -35 -1%
CAC
1469
Certified Advisory Corp
Florida
$745K +$15.2K +59 +2%
GJWM
1470
Gilliland Jeter Wealth Management
Arkansas
$745K
Optiver Holding
1471
Optiver Holding
Netherlands
$744K -$155M -602,498 -100%
DA
1472
DCF Advisers
Connecticut
$744K
BWG
1473
Beta Wealth Group
California
$743K +$108K +419 +16%
RRA
1474
Red Reef Advisors
Florida
$743K -$82.5K -320 -10%
BWA
1475
Blodgett Wealth Advisors
California
$743K

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.