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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
GIA
1776
GHP Investment Advisors
Colorado
$439K +$258 +1 +0.1%
MPW
1777
MASECO Private Wealth
$438K +$456K +1,768 New
CCA
1778
Conservest Capital Advisors
Pennsylvania
$438K +$774 +3 +0.2%
BOH
1779
Bank of Hawaii
Hawaii
$437K -$12.1K -47 -3%
APW
1780
Aurora Private Wealth
New Jersey
$436K -$423K -1,639 -48%
FFM
1781
Flagstone Financial Management
Nebraska
$436K
TL
1782
Tradewinds LLC
North Carolina
$436K -$33.3K -129 -8%
HP
1783
Holistic Planning
Texas
$435K -$67.6K -262 -13%
BA
1784
Blueline Advisors
New Hampshire
$435K -$3.35K -13 -0.7%
RDWM
1785
Red Door Wealth Management
Tennessee
$435K
NWA
1786
Navis Wealth Advisors
New York
$434K -$395K -1,533 -47%
QPWM
1787
Quadrant Private Wealth Management
Pennsylvania
$434K +$26.6K +103 +6%
CCG
1788
Catalina Capital Group
California
$434K +$451K +1,750 New
MCM
1789
Mainstay Capital Management
Michigan
$433K -$3.61K -14 -0.8%
AFA
1790
Amicus Financial Advisors
Texas
$431K
MAS
1791
Madden Advisory Services
Florida
$431K -$41.3K -160 -8%
EWA
1792
Encompass Wealth Advisors
Oregon
$430K -$6.71K -26 -1%
PAS
1793
Professional Advisory Services
Florida
$430K
BFAG
1794
Blackston Financial Advisory Group
Florida
$428K -$99.8K -387 -18%
OWA
1795
Octavia Wealth Advisors
Ohio
$428K +$13.7K +53 +3%
PCS
1796
Private Client Services
Kentucky
$428K +$11.1K +43 +3%
WA
1797
Wealthstar Advisors
Texas
$428K +$2.84K +11 +0.6%
AWP
1798
Abacus Wealth Partners
California
$426K -$9.54K -37 -2%
TPW
1799
Talon Private Wealth
Florida
$426K +$443K +1,718 New
DWA
1800
Dougherty Wealth Advisers
Minnesota
$426K

IWM Hedge Fund Activity: Q1 2026 in Review

2,568 of the 8,131 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.