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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
USWIA
1651
UP Strategic Wealth Investment Advisors
Pennsylvania
$553K
SWA
1652
Sax Wealth Advisors
New Jersey
$552K
EW
1653
Elyxium Wealth
California
$551K -$124K -481 -18%
VA
1654
Valor Advisors
Florida
$549K
GFG
1655
Grantvest Financial Group
New Jersey
$548K -$4.38K -17 -0.8%
CFS
1656
Commonwealth Financial Services
West Virginia
$547K
PF
1657
Penney Financial
Texas
$546K
MFG
1658
Magnus Financial Group
New York
$546K +$51.1K +198 +10%
BHWM
1659
Bar Harbor Wealth Management
New Hampshire
$545K -$15K -58 -3%
RP
1660
Riverbridge Partners
Minnesota
$544K -$24.5M -94,902 -98%
DCM
1661
Donaldson Capital Management
Indiana
$542K -$1.55K -6 -0.3%
EPIM
1662
Evelyn Partners Investment Management
$541K -$55.5K -215 -9%
BI
1663
Breachway Investments
Rhode Island
$540K +$7.74K +30 +1%
KWA
1664
Kondo Wealth Advisors
California
$540K -$5.16K -20 -0.9%
SSW
1665
Stone Summit Wealth
Florida
$540K
GCM
1666
Gables Capital Management
Florida
$539K +$21.9K +85 +4%
ZI
1667
ZEGA Investments
Florida
$537K +$249K +965 +80%
BFM
1668
Boothbay Fund Management
New York
$537K +$559K +2,167 New
IIA
1669
Integral Investment Advisors
California
$537K +$27.1K +105 +5%
RIA
1670
Retirement Investment Advisors
Oklahoma
$536K
TCM
1671
Tran Capital Management
California
$535K
WPP
1672
Whalerock Point Partners
Rhode Island
$535K
CPW
1673
Cove Private Wealth
New York
$535K +$556K +2,156 New
KWM
1674
Kassira Wealth Management
Tennessee
$534K -$36.6K -142 -6%
VAG
1675
VisionPoint Advisory Group
Texas
$533K -$96.7K -375 -15%

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.