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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
CHAM
1551
Clear Harbor Asset Management
Connecticut
$656K -$52.6K -204 -7%
AWM
1552
AAF Wealth Management
Massachusetts
$656K -$6.45K -25 -0.9%
FAT
1553
First American Trust
California
$654K +$227K +880 +50%
JFA
1554
JNBA Financial Advisors
Minnesota
$652K -$8.77K -34 -1%
AA
1555
Argent Advisors
Louisiana
$649K -$12.9M -50,084 -95%
BWS
1556
Buck Wealth Strategies
Colorado
$648K -$39K -151 -5%
LA
1557
Lynch & Associates
Indiana
$647K +$2.58K +10 +0.4%
MWP
1558
Madison Wealth Partners
Wisconsin
$647K
I2I
1559
Insight 2811 Inc
Illinois
$645K -$133K -515 -17%
CCP
1560
Clarkston Capital Partners
Michigan
$645K -$90.3K -350 -12%
FCCM
1561
First City Capital Management
Georgia
$644K
MCM
1562
Mengis Capital Management
Oregon
$643K -$10.3K -40 -2%
SFP
1563
Shepherd Financial Partners
Massachusetts
$642K -$19.1K -74 -3%
RWM
1564
RMG Wealth Management
Wisconsin
$641K +$580K +2,248 New
EFG
1565
Everhart Financial Group
Ohio
$641K +$7.48K +29 +1%
GPA
1566
Guidance Point Advisors
Massachusetts
$640K +$516 +2 +0.1%
TCWA
1567
Turtle Creek Wealth Advisors
Texas
$639K +$358K +1,389 +117%
KCM
1568
Kathmere Capital Management
Pennsylvania
$638K +$663K +2,572 New
SWMG
1569
Sard Wealth Management Group
Georgia
$638K +$1.03K +4 +0.2%
IWP
1570
IAG Wealth Partners
Wisconsin
$637K -$94.2K -365 -12%
MCM
1571
M1 Capital Management
Michigan
$630K -$17.8K -69 -3%
CCC
1572
Compass Capital Corp
Massachusetts
$630K -$382K -1,479 -40%
RFN
1573
RDA Financial Network
Iowa
$629K +$9.8K +38 +2%
JWM
1574
JGP Wealth Management
Oregon
$627K -$11.1K -43 -2%
MUMSS
1575
Mitsubishi UFJ Morgan Stanley Securities
Japan
$626K +$652K +2,526 New

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.