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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
RWC
1626
Rare Wolf Capital
Washington
$588K +$516 +2 +0.1%
CPCM
1627
Cardinal Point Capital Management
Ontario, Canada
$588K
SFG
1628
Sovereign Financial Group
Connecticut
$582K -$463K -1,796 -43%
KLI
1629
Kelman-Lazarov Inc
Tennessee
$582K +$137K +531 +29%
AHC
1630
Adell Harriman & Carpenter
Texas
$582K +$7.74K +30 +1%
DWM
1631
DKM Wealth Management
California
$579K -$221K -857 -27%
CWRP
1632
Cassady Wealth & Retirement Planning
Nevada
$577K -$7.22K -28 -1%
W
1633
WorthPointe
California
$576K -$1.21M -4,675 -67%
WGS
1634
Washington Growth Strategies
District of Columbia
$576K +$599K +2,323 New
GSWM
1635
Golden State Wealth Management
California
$575K -$93.6K -363 -14%
QP
1636
Quartz Partners
New York
$574K -$178K -691 -23%
CA
1637
CGN Advisors
Kansas
$574K -$71.5K -277 -11%
OR
1638
Olympiad Research
Connecticut
$574K +$43.9K +170 +8%
CCA
1639
Carrera Capital Advisors
Michigan
$574K -$11.9K -46 -2%
CWS
1640
Cypress Wealth Services
California
$574K +$65.3K +253 +12%
TW
1641
TritonPoint Wealth
Maryland
$573K
MRP
1642
Measured Risk Portfolios
California
$571K +$9.8K +38 +2%
OAS
1643
Optivise Advisory Services
Tennessee
$571K +$74.3K +288 +14%
MSCM
1644
McElhenny Sheffield Capital Management
Texas
$565K -$19.3M -74,646 -97%
BMWM
1645
Brown Miller Wealth Management
Virginia
$563K
WHCI
1646
W.H. Cornerstone Investments
Massachusetts
$560K +$582K +2,257 New
SIA
1647
SeaBridge Investment Advisors
New Jersey
$558K -$5.42K -21 -0.9%
Fiera Capital (Canada)
1648
Fiera Capital (Canada)
Quebec, Canada
$558K
KFS
1649
Kaizen Financial Strategies
California
$557K +$258 +1 +0%
Luther King Capital Management (LKCM)
1650
Luther King Capital Management (LKCM)
Texas
$556K

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.