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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
JSC
1901
Jackson Square Capital
California
$363K +$9.29K +36 +3%
PWM
1902
Praetorian Wealth Management
California
$362K -$28.9K -112 -7%
LA
1903
Latitude Advisors
Florida
$361K -$13.7K -53 -4%
CCM
1904
Collar Capital Management
Wisconsin
$361K -$86.4K -335 -19%
MWM
1905
Maridea Wealth Management
New York
$361K +$85.1K +330 +29%
GCM
1906
Gunpowder Capital Management
Maryland
$360K +$94.9K +368 +34%
SP
1907
Successful Portfolios
Florida
$360K -$5.16K -20 -1%
BCAM
1908
Boston Common Asset Management
Massachusetts
$360K -$361K -1,401 -49%
DF
1909
Dedeker Financial
Minnesota
$358K +$373K +1,446 New
FCIM
1910
Fairview Capital Investment Management
California
$358K -$36.1K -140 -9%
AIC
1911
Argus Investors Counsel
New York
$358K -$154K -596 -29%
CAU
1912
Caxton Associates (UK)
$357K +$371K +1,440 New
OFG
1913
Omega Financial Group
California
$356K +$258 +1 +0.1%
SWM
1914
Shrier Wealth Management
California
$356K +$258 +1 +0.1%
FFG
1915
Frisch Financial Group
New York
$356K +$41.8K +162 +13%
AWA
1916
Amplius Wealth Advisors
Pennsylvania
$355K -$92.3K -358 -20%
WIC
1917
WealthBridge Investment Counsel
Alberta, Canada
$355K +$7.74K +30 +2%
BIA
1918
Benchmark Investment Advisors
Illinois
$355K +$369K +1,430 New
LFA
1919
Lauterbach Financial Advisors
Texas
$354K
KIG
1920
Kessler Investment Group
Indiana
$354K +$21.9K +85 +6%
TWM
1921
Trueblood Wealth Management
Ohio
$353K +$516 +2 +0.1%
DG
1922
Dala Group
Illinois
$353K
EA
1923
Eclectic Associates
California
$353K -$25K -97 -6%
EWP
1924
Elevation Wealth Partners
California
$352K -$3.87K -15 -1%
RFW
1925
Redwood Family Wealth
Texas
$352K

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.