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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
CWP
1751
Concord Wealth Partners
Virginia
$458K +$5.16K +20 +1%
ACA
1752
AllStreet Capital Advisors
California
$458K +$476K +1,846 New
MBWA
1753
Marin Bay Wealth Advisors
California
$456K +$4.29M +16,639 +941%
NCM
1754
Narwhal Capital Management
Georgia
$455K -$282K -1,093 -37%
DBRC
1755
D.B. Root & Company
Pennsylvania
$454K +$48.2K +187 +11%
SWG
1756
Summit Wealth Group
Vermont
$453K -$2.32K -9 -0.5%
SWASL
1757
Spartan Wealth Advisory Services LLC
Michigan
$453K +$471K +1,825 New
AIA
1758
Acute Investment Advisory
Arizona
$452K +$140K +542 +42%
MSWMA
1759
Market Street Wealth Management Advisors
Indiana
$452K -$18.1K -70 -4%
CBA
1760
Coastal Bridge Advisors
Connecticut
$451K +$3.61K +14 +0.8%
TVAMP
1761
Tennessee Valley Asset Management Partners
Tennessee
$450K -$18.6K -72 -4%
BFA
1762
Brown Financial Advisory
Alabama
$449K
B
1763
Bedminster
South Carolina
$448K -$18.1K -70 -4%
LC
1764
Lavelle Capital
California
$448K
GP
1765
Geneva Partners
Wisconsin
$448K -$18.8K -73 -4%
FCA
1766
FLC Capital Advisors
California
$448K
QC
1767
Quent Capital
New York
$446K
WPA
1768
West Paces Advisors
Georgia
$445K
GL
1769
Gerber LLC
Ohio
$445K +$180K +696 +63%
NIM
1770
Northeast Investment Management
Massachusetts
$444K
DZ Bank
1771
DZ Bank
Germany
$444K +$462K +1,790 New
FDCP
1772
Foster Dykema Cabot & Partners
Massachusetts
$441K
LCS
1773
Levin Capital Strategies
New York
$440K -$98.8K -383 -18%
T
1774
TrustBank
Illinois
$440K
SWM
1775
SHP Wealth Management
Massachusetts
$440K -$115K -444 -20%

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.