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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
FWM
1476
Forza Wealth Management
Florida
$742K +$67.1K +260 +10%
BAAM
1477
Baker Avenue Asset Management
California
$742K +$122K +472 +19%
CWM
1478
Copia Wealth Management
Oregon
$742K -$46.7K -181 -6%
SWM
1479
Stronghold Wealth Management
Florida
$740K -$45.4K -176 -6%
IF
1480
Ironwood Financial
Arizona
$740K -$18.6K -72 -2%
PFA
1481
Providence Financial Advisors
Kansas
$739K
SG
1482
Stanich Group
New York
$737K +$1.03K +4 +0.1%
AP
1483
Anchyra Partners
Georgia
$737K -$16.8K -65 -2%
CCMG
1484
Clark Capital Management Group
Pennsylvania
$734K -$2.2M -8,520 -74%
DM
1485
Diversified Management
Wisconsin
$733K +$9.8K +38 +1%
OBGC
1486
O'Brien Greene & Co
Pennsylvania
$732K -$6.45K -25 -0.8%
CAAS
1487
Capital Asset Advisory Services
Michigan
$730K +$155K +601 +30%
RFA
1488
Rollins Financial Advisors
New York
$728K +$171K +664 +29%
SFC
1489
Strategic Financial Concepts
Texas
$728K +$757K +2,933 New
TT
1490
TI-Trust
Illinois
$727K
SAS
1491
Stelac Advisory Services
New York
$727K +$229K +888 +43%
LCAM
1492
London & Capital Asset Management
United Kingdom
$727K
VF
1493
Vawter Financial
Ohio
$725K -$129K -500 -15%
BONH
1494
Bank of New Hampshire
New Hampshire
$724K
IRC
1495
Investors Research Corp
Georgia
$724K -$49K -190 -6%
WCM
1496
Washington Capital Management
Washington
$722K
RFS
1497
Richardson Financial Services
Massachusetts
$721K +$46.7K +181 +7%
Legal & General Group
1498
Legal & General Group
United Kingdom
$719K +$232K +900 +45%
RDFA
1499
Ritter Daniher Financial Advisory
Ohio
$718K -$52.1K -202 -7%
IWM
1500
Integris Wealth Management
California
$717K

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.