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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
NFC
1851
Northstar Financial Companies
Pennsylvania
$393K -$294K -1,141 -42%
PAW
1852
Plan A Wealth
Nebraska
$393K
EB
1853
Exchange Bank
California
$391K
BAM
1854
BOS Asset Management
Illinois
$390K
TSS
1855
Two Sigma Securities
New York
$390K -$2.67M -10,344 -87%
PCA
1856
Purkiss Capital Advisors
Connecticut
$390K -$24.5K -95 -6%
SFO
1857
Stokes Family Office
Louisiana
$390K +$18.1K +70 +5%
PIA
1858
Polaris Investment Advisors
Massachusetts
$390K -$4.9K -19 -1%
RCG
1859
Ridge Creek Global
Ohio
$389K
PBK
1860
Peoples Bank (Kansas)
Kansas
$389K
ISFAN
1861
Investor's Fiduciary Advisor Network
Washington
$389K +$56.7K +220 +16%
AMBIA
1862
Allen Mooney & Barnes Investment Advisors
Georgia
$389K +$24.2K +94 +6%
GLA
1863
Great Lakes Advisors
Illinois
$388K -$371K -1,437 -48%
JAG
1864
Journey Advisory Group
Kentucky
$387K -$136K -528 -25%
4WM
1865
49 Wealth Management
Texas
$387K -$44.9K -174 -10%
GPW
1866
Genesis Private Wealth
Virginia
$385K -$1.36M -5,260 -77%
DWM
1867
Daner Wealth Management
Georgia
$385K -$258 -1 -0.1%
FCC
1868
Flower City Capital
New York
$384K -$24.2K -94 -6%
VIA
1869
Vickerman Investment Advisors
Washington
$382K -$19.3K -75 -5%
IIM
1870
Ipswich Investment Management
Massachusetts
$382K
BWM
1871
BNC Wealth Management
Oregon
$381K -$16K -62 -4%
BST
1872
Bath Savings Trust
Maine
$380K +$35.9K +139 +10%
EGA
1873
Eagle Global Advisors
Texas
$379K
LCWP
1874
Legacy Capital Wealth Partners
Arkansas
$379K +$516 +2 +0.1%
PFA
1875
Plotkin Financial Advisors
Maryland
$379K

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.