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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 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
31.58%
Holding in Top 10
167
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.21%
% of All Funds
2.05%
New
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
DCM
1601
Discovery Capital Management
Connecticut
$612K
UWPG
1602
Ullmann Wealth Partners Group
Florida
$612K +$516 +2 +0.1%
EWS
1603
Eagle Wealth Strategies
New Jersey
$611K +$151K +585 +31%
CWP
1604
Cyndeo Wealth Partners
Florida
$611K -$5.42K -21 -0.8%
UFAC
1605
Urban Financial Advisory Corp
Illinois
$610K +$7.74K +30 +1%
ECAM
1606
East Coast Asset Management
Massachusetts
$610K
JBW
1607
Journey Beyond Wealth
Georgia
$610K -$31.5K -122 -5%
RMAM
1608
Raab & Moskowitz Asset Management
New Jersey
$610K -$4.38K -17 -0.7%
BSB
1609
Bangor Savings Bank
Maine
$609K -$516 -2 -0.1%
UB
1610
Umpqua Bank
Oregon
$609K -$153K -593 -19%
CAM
1611
Chesapeake Asset Management
New York
$609K
ULWM
1612
Upper Left Wealth Management
Florida
$607K -$64.7K -251 -9%
IA
1613
IFC Advisors
California
$607K -$429K -1,662 -40%
PCP
1614
Proficio Capital Partners
Massachusetts
$605K +$414K +1,605 +192%
GCM
1615
Genus Capital Management
British Columbia, Canada
$605K -$29.7K -115 -5%
CWM
1616
Collaborative Wealth Management
Florida
$604K -$812K -3,148 -56%
CNTOF
1617
Canandaigua National Trust of Florida
New York
$602K
TIA
1618
Tiemann Investment Advisors
California
$598K
BEAM
1619
Baker Ellis Asset Management
Washington
$597K
BFG
1620
Berger Financial Group
Minnesota
$597K -$2.84K -11 -0.5%
DAS
1621
Daybright Advisory Services
Florida
$597K -$262K -1,014 -30%
BCM
1622
Buckhead Capital Management
Georgia
$594K
CCG
1623
Cypress Capital Group
Florida
$592K +$7.74K +30 +1%
WWP
1624
Wise Wealth Partners
Arizona
$590K
Invesco
1625
Invesco
Georgia
$589K -$4.28M -16,611 -87%

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: 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.