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 189 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: 189 | 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: 2,5902,568 (-22)

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
-22
Holders Change %
-0.85%
% of All Funds
31.59%
Holding in Top 10
167
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.21%
% of All Funds
2.05%
New
189
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
Walleye Capital
126
Walleye Capital
New York
$47.6M +$578K +2,242 +1%
UB
127
UMB Bank
Missouri
$47.5M +$174K +676 +0.4%
NP
128
NorthRock Partners
Minnesota
$47.5M +$218K +845 +0.4%
AHC
129
Anderson Hoagland & Co
Missouri
$46.9M +$169K +655 +0.3%
IWM
130
IHT Wealth Management
Illinois
$46.2M -$659K -2,556 -1%
PGFC
131
Peapack-Gladstone Financial Corp
New Jersey
$45.5M -$562K -2,180 -1%
SC
132
Savant Capital
Illinois
$44.9M -$1.01M -3,925 -2%
Neuberger Berman Group
133
Neuberger Berman Group
New York
$44.3M -$384K -1,490 -0.8%
GG
134
Greenwood Gearhart
Arkansas
$42.8M +$2.05M +7,928 +5%
BPA
135
Beacon Pointe Advisors
California
$40.9M +$21.9M +85,087 +107%
Natixis Advisors
136
Natixis Advisors
Massachusetts
$40.6M +$1.18M +4,578 +3%
HNB
137
Huntington National Bank
Ohio
$40.3M +$826K +3,203 New
Prudential Financial
138
Prudential Financial
New Jersey
$39.8M +$157K +610 +0.4%
MWM
139
Modera Wealth Management
New Jersey
$39.4M -$841K -3,260 -2%
CIG
140
Consolidated Investment Group
Colorado
$38.5M +$9.15M +35,472 +30%
SA
141
Sanctuary Advisors
Indiana
$38.2M -$3.04M -11,784 -7%
Point72 Asset Management
142
Point72 Asset Management
Connecticut
$36.8M -$38.8M -150,481 -50%
SF
143
Summit Financial
New Jersey
$36.8M +$3.79M +14,697 +11%
PWM
144
Paulson Wealth Management
Illinois
$36.8M +$1.55M +6,021 +4%
DWM
145
Dakota Wealth Management
Florida
$36.7M -$4.59M -17,798 -11%
Wealth Enhancement Advisory Services
146
Wealth Enhancement Advisory Services
Minnesota
$36.5M -$12M -46,617 -24%
SWP
147
Stratos Wealth Partners
Ohio
$36.3M +$5.65M +21,897 +18%
Ensign Peak Advisors
148
Ensign Peak Advisors
Utah
$35.4M -$43.9M -170,361 -54%
TD Asset Management
149
TD Asset Management
Ontario, Canada
$35.1M +$10.3K +40 +0%
VWM
150
Venturi Wealth Management
Texas
$34.8M +$5.41M +20,982 +18%

IWM Hedge Fund Activity: Q1 2026 in Review

2,568 of the 8,130 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: 189 funds opened new IWM positions and 167 closed out — a net gain of 22 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 2,590 in Q4 2025.
  • Funds reported $75.8B of iShares Russell 2000 ETF stock for Q1 2026, up 7.6% quarter-over-quarter.
  • 189 funds opened new iShares Russell 2000 ETF positions in Q1 2026 and 167 closed out, a net change of +22 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.