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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
TC
1501
TownSquare Capital
Utah
$714K -$101K -393 -12%
PGAM
1502
Princeton Global Asset Management
New Jersey
$713K +$230K +892 +45%
TFG
1503
Tilson Financial Group
New Jersey
$711K -$63.2K -245 -8%
DMC
1504
Drexel Morgan & Co
Pennsylvania
$711K
FFO
1505
Fortitude Family Office
Arizona
$709K
JGC
1506
J. Goldman & Co
New York
$708K +$736K +2,853 New
FAB
1507
First American Bank
Illinois
$706K -$186K -723 -20%
FCM
1508
Fell Capital Management
California
$706K
SL
1509
Sentinus LLC
Illinois
$704K -$59.8K -232 -8%
PWP
1510
Principle Wealth Partners
Connecticut
$701K +$15.5K +60 +2%
MKC
1511
M. Kraus & Co
Vermont
$701K -$25.8K -100 -3%
TGAM
1512
TBH Global Asset Management
Tennessee
$700K -$1.26M -4,881 -63%
TNA
1513
True North Advisors
Texas
$700K +$18.6K +72 +3%
NCM
1514
NCM Capital Management
New Jersey
$699K -$19.3K -75 -3%
GI
1515
GAMCO Investors
Connecticut
$698K -$1.29M -4,996 -64%
RIM
1516
Rockbridge Investment Management
New York
$696K +$87.4K +339 +14%
RWM
1517
Ritholtz Wealth Management
New York
$696K +$57K +221 +9%
MFP
1518
Meramec Financial Planners
Missouri
$693K -$232K -898 -26%
PMFA
1519
Plante Moran Financial Advisors
Michigan
$692K -$311K -1,204 -30%
IWA
1520
Independent Wealth Advisors
North Carolina
$692K +$38.2K +148 +6%
PCMF
1521
Private Capital Management (Florida)
Florida
$691K +$32K +124 +5%
FMN
1522
Financial Management Network
California
$691K +$258 +1 +0%
SPWM
1523
Schrum Private Wealth Management
Florida
$690K
EPW
1524
Endeavor Private Wealth
Kansas
$690K -$51.1K -198 -7%
BSTWA
1525
Blake Schutter Theil Wealth Advisors
Ohio
$689K

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.