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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
SWM
1576
SeaCrest Wealth Management
New York
$626K +$102K +396 +19%
BIM
1577
Baldwin Investment Management
Pennsylvania
$624K +$53.1K +206 +9%
DWM
1578
Ducere Wealth Management
California
$624K -$22.4K -87 -3%
FAM
1579
Formidable Asset Management
Ohio
$624K -$224K -870 -26%
FAM
1580
Flaharty Asset Management
Florida
$623K
MAM
1581
Mainsail Asset Management
Alabama
$623K +$8.25K +32 +1%
FFS
1582
Founders Financial Securities
Maryland
$622K -$302K -1,169 -33%
SVWG
1583
Shared Vision Wealth Group
United States
$622K
PP
1584
Postrock Partners
Oregon
$621K
BCM
1585
Bienville Capital Management
New York
$621K -$8K -31 -1%
SCM
1586
Shapiro Capital Management
Georgia
$620K -$645K -2,500 -50%
SPM
1587
Symmetry Peak Management
Pennsylvania
$620K +$645K +2,500 New
GPA
1588
Garrison Point Advisors
California
$619K
WAG
1589
Winthrop Advisory Group
Massachusetts
$618K -$19.3K -75 -3%
AFA
1590
Antonelli Financial Advisors
Michigan
$618K -$29.7K -115 -4%
GBWM
1591
Granite Bay Wealth Management
New Hampshire
$617K +$41.3K +160 +7%
WCM
1592
Winthrop Capital Management
Indiana
$617K -$6.71K -26 -1%
FPB
1593
First PREMIER Bank
South Dakota
$617K
HWM
1594
Hohimer Wealth Management
Washington
$616K +$27.6K +107 +4%
BIA
1595
Bigelow Investment Advisors
Maine
$616K -$19.6K -76 -3%
SAW
1596
Signal Advisors Wealth
Michigan
$615K +$143K +553 +29%
WWM
1597
Woodside Wealth Management
Massachusetts
$615K -$43.9K -170 -6%
CCM
1598
Canal Capital Management
Virginia
$615K +$258 +1 +0%
AIS
1599
American Investment Services
Massachusetts
$614K
OSNBOA
1600
Old Second National Bank of Aurora
Illinois
$613K

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.