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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
GCM
1826
Gallacher Capital Management
Colorado
$406K +$34.6K +134 +9%
LCA
1827
Legend Capital Advisors
New York
$406K
WA
1828
WESPAC Advisors
California
$404K -$1.59M -6,168 -79%
WCA
1829
Westover Capital Advisors
Delaware
$404K -$774 -3 -0.2%
TI
1830
Truepoint Inc
Ohio
$404K
E
1831
EntreWealth
Texas
$403K +$51.6K +200 +14%
IAG
1832
Investmark Advisory Group
Connecticut
$403K +$258 +1 +0.1%
SWM
1833
SFG Wealth Management
Maryland
$402K -$69.1K -268 -14%
GAM
1834
Gemmer Asset Management
California
$401K -$1.03K -4 -0.2%
TF
1835
Tenon Financial
New Jersey
$400K
LI
1836
LMCG Investments
Massachusetts
$400K +$1.81K +7 +0.4%
Acadian Asset Management
1837
Acadian Asset Management
Massachusetts
$400K +$416K +1,614 New
HI
1838
Harrington Investments
California
$399K
1WA
1839
180 Wealth Advisors
Washington
$399K +$8K +31 +2%
SAG
1840
Sentinel Advisory Group
Wisconsin
$398K +$414K +1,605 New
NIM
1841
Nicollet Investment Management
Minnesota
$397K
P8IP
1842
Pier 88 Investment Partners
California
$397K -$129K -500 -24%
MO
1843
McMillan Office
Michigan
$397K
FCA
1844
Fortis Capital Advisors
Kansas
$397K +$38.2K +148 +10%
MFG
1845
Midwest Financial Group
Kansas
$396K -$13.4K -52 -3%
LWMNY
1846
Landmark Wealth Management (New York)
New York
$395K +$165K +639 +67%
WCP
1847
Wealthcare Capital Partners
Pennsylvania
$394K +$774 +3 +0.2%
KPWG
1848
KFA Private Wealth Group
Virginia
$394K +$76.9K +298 +23%
TH
1849
Team Hewins
California
$394K +$189K +733 +86%
SHJ
1850
Sharkey, Howes & Javer
Colorado
$394K -$37.9K -147 -8%

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.