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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
KF
1726
Krilogy Financial
Missouri
$489K -$23.7K -92 -5%
SI
1727
Schusterman Interests
Oklahoma
$489K
ACP
1728
Argyle Capital Partners
California
$485K +$258 +1 +0.1%
W
1729
Wealthquest
Ohio
$483K
CFGW
1730
Chancellor Financial Group WB
Pennsylvania
$481K -$9.29K -36 -2%
WG
1731
Warner Group
Connecticut
$479K +$13.2K +51 +3%
CSA
1732
Cornerstone Select Advisors
Missouri
$477K -$179K -693 -26%
TWP
1733
Triad Wealth Partners
Kansas
$477K -$71.5K -277 -13%
CCM
1734
Cannon Capital Management
Utah
$476K -$516 -2 -0.1%
NAMI
1735
Nomura Asset Management International
Pennsylvania
$476K +$495K +1,919 New
IWP
1736
Innova Wealth Partners
Pennsylvania
$476K +$55.2K +214 +13%
PWA
1737
Pitcairn Wealth Advisors
Pennsylvania
$475K -$12.4K -48 -2%
EDRH
1738
Edmond de Rothschild Holding
Switzerland
$475K
SIC
1739
Samalin Investment Counsel
New York
$474K -$53.9K -209 -10%
LBC
1740
Leigh Baldwin & Co
New York
$474K +$8K +31 +2%
WWC
1741
Waypoint Wealth Counsel
Georgia
$474K -$4.81M -18,636 -91%
CT
1742
Colonial Trust
South Carolina
$473K +$2.32K +9 +0.5%
SFG
1743
Synergy Financial Group
California
$471K +$490K +1,900 New
SIC
1744
Sterling Investment Counsel
New York
$467K +$486K +1,884 New
RT
1745
Rockland Trust
Massachusetts
$465K +$249K +966 +106%
TCOO
1746
Trust Company of Oklahoma
Oklahoma
$464K +$5.67K +22 +1%
ICP
1747
Interchange Capital Partners
Pennsylvania
$464K +$222K +860 +59%
GD
1748
Grandfield & Dodd
New York
$464K
TFA
1749
TPG Financial Advisors
Oregon
$462K +$3.87K +15 +0.8%
LHC
1750
Little House Capital
Massachusetts
$461K -$258 -1 -0.1%

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.