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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
DA
1801
Detalus Advisors
Missouri
$425K
SAM
1802
Seelaus Asset Management
New Jersey
$424K +$64.5K +250 +17%
TP
1803
Thayer Partners
Pennsylvania
$424K -$67.6K -262 -13%
AMCA
1804
Arthur M. Cohen & Associates
Illinois
$423K
RIG
1805
RiverFront Investment Group
Virginia
$422K +$12.1K +47 +3%
SWIM
1806
Smallwood Wealth Investment Management
New Jersey
$420K
RWM
1807
Rockwood Wealth Management
Pennsylvania
$420K
WA
1808
Walsh & Associates
Florida
$420K
CFG
1809
Compass Financial Group
Ohio
$420K -$132K -510 -23%
SCM
1810
Sterling Capital Management
North Carolina
$419K +$21.2K +82 +5%
NC
1811
North Capital
Utah
$418K
APWA
1812
Atlas Private Wealth Advisors
New Jersey
$418K -$3.61K -14 -0.8%
KL
1813
KilterHowling LLC
Colorado
$416K +$24.2K +94 +6%
KFC
1814
Klingenstein Fields & Co
New York
$415K +$13.9K +54 +3%
AG
1815
Advocate Group
Minnesota
$414K -$12.4K -48 -3%
XWM
1816
Xcel Wealth Management
Florida
$414K -$774 -3 -0.2%
PK
1817
Pflug Koory
Nebraska
$413K
SAM
1818
S.A. Mason
Michigan
$412K
ZIG
1819
Zullo Investment Group
Pennsylvania
$410K -$19.1K -74 -4%
PFM
1820
Phillips Financial Management
Indiana
$409K -$97K -376 -19%
SFG
1821
Sage Financial Group
Pennsylvania
$409K -$1.29K -5 -0.3%
IPW
1822
Inlet Private Wealth
Florida
$409K
TWA
1823
TCI Wealth Advisors
Arizona
$408K -$6.96K -27 -2%
CPA
1824
Capital Performance Advisors
California
$407K +$182K +707 +23%
AF
1825
Apollon Financial
South Carolina
$407K +$13.4K +52 +3%

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.