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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
TF
1876
Trek Financial
Arizona
$378K -$14.2K -55 -3%
I
1877
InvesTrust
Oklahoma
$378K -$7.74K -30 -2%
SCA
1878
STALEY CAPITAL ADVISERS
Pennsylvania
$376K
B
1879
Birchbrook
Maine
$375K -$62.2K -241 -14%
EI
1880
Ellevest Inc
New York
$375K
BA
1881
Birinyi Associates
Connecticut
$374K -$123K -475 -24%
MIFH
1882
Migdal Insurance & Financial Holdings
Israel
$374K -$411K -1,593 -51%
GWA
1883
Gutierrez Wealth Advisory
Arkansas
$373K +$516 +2 +0.1%
BIM
1884
Breakwater Investment Management
Washington
$373K
PPW
1885
Pasadena Private Wealth
California
$372K
TCM
1886
Traynor Capital Management
Pennsylvania
$372K +$75.3K +292 +23%
SPL
1887
Smart Portfolios LLC
Washington
$372K +$3.35K +13 +0.9%
MFGM
1888
Marshall Financial Group (Maryland)
Maryland
$372K
AIA
1889
AssuredPartners Investment Advisors
Florida
$371K -$69.4K -269 -15%
GWA
1890
Genesis Wealth Advisors
Massachusetts
$370K
RI
1891
Rinkey Investments
California
$369K -$10.3K -40 -3%
NI
1892
Natural Investments
California
$368K -$53.7K -208 -12%
JCFM
1893
JBR Co Financial Management
Oklahoma
$367K
AG
1894
AmeriFlex Group
Nevada
$367K +$191K +739 +100%
AM
1895
Atwater Malick
Pennsylvania
$366K +$380K +1,475 New
AWM
1896
Accurate Wealth Management
Florida
$366K +$103K +398 +40%
GWM
1897
GDS Wealth Management
Texas
$365K +$380K +1,472 New
SMBT
1898
Southern Michigan Bank & Trust
Michigan
$365K +$380K +1,472 New
LSPW
1899
Lake Street Private Wealth
Illinois
$365K +$23.2K +90 +7%
GP
1900
GLR Partners
Maryland
$365K +$379K +1,470 New

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.