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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
CWWM
1676
Curry Webb Wealth Management
Indiana
$531K -$55.2K -214 -9%
CA
1677
Cortland Associates
Missouri
$531K
MWA
1678
Midland Wealth Advisors
Illinois
$528K -$21.7K -84 -4%
JJBC
1679
James J. Burns & Company
New York
$528K -$4.9K -19 -0.9%
MAM
1680
Milestone Asset Management
Pennsylvania
$525K -$334K -1,296 -38%
SIAS
1681
Summit Investment Advisory Services
Minnesota
$524K
WSCM
1682
Wellington Shields Capital Management
New York
$524K +$144K +560 +36%
TAM
1683
Trillium Asset Management
Massachusetts
$522K
HR
1684
Howe & Rusling
New York
$520K -$6.45K -25 -1%
RTC
1685
Real Talk Capital
Tennessee
$520K
FPGK
1686
Financial Partners Group (Kansas)
Kansas
$520K -$102K -396 -16%
MWM
1687
Mascoma Wealth Management
New Hampshire
$519K -$19.3K -75 -3%
CSIC
1688
Clifford Swan Investment Counsel
California
$518K +$4.13K +16 +0.8%
KAM
1689
KEB Asset Management
Illinois
$517K +$19.3K +75 +4%
CWA
1690
Consilium Wealth Advisory
Texas
$517K -$5.23M -20,282 -91%
CWM
1691
CCG Wealth Management
California
$515K +$192K +745 +56%
WFAG
1692
Wescott Financial Advisory Group
Pennsylvania
$515K -$16.8K -65 -3%
KCM
1693
KRS Capital Management
Michigan
$514K
SPF
1694
South Plains Financial
Texas
$513K -$516 -2 -0.1%
RA
1695
RoundAngle Advisors
New Jersey
$513K -$45.1K -175 -8%
FG
1696
Fiduciary Group
Georgia
$512K +$61.9K +240 +13%
RFA
1697
Register Financial Advisors
Georgia
$512K +$64.5K +250 +14%
WF
1698
Warner Financial
Maryland
$512K +$516 +2 +0.1%
AFG
1699
ABLE Financial Group
Arizona
$510K
HPM
1700
Hoxton Planning & Management
West Virginia
$509K -$27.9K -108 -5%

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.