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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
31.59%
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
WPC
176
Waters Parkerson & Co
Louisiana
$28.3M +$290K +1,126 +1%
EWM
177
Edge Wealth Management
New York
$28.3M +$67.6K +262 +0.2%
P
178
&Partners
Tennessee
$28M -$41.5K -161 -0.1%
CIA
179
Concurrent Investment Advisors
Florida
$27.9M +$10.6K +41 +0%
Toronto Dominion Bank
180
Toronto Dominion Bank
Ontario, Canada
$27.8M -$18.6M -72,126 -39%
GKIM
181
GW&K Investment Management
Massachusetts
$26.7M -$12.4M -48,035 -31%
VI
182
Vestcor Inc
New Brunswick, Canada
$26.6M +$5.59M +21,685 +25%
NA
183
NewEdge Advisors
Louisiana
$26.1M -$1.84M -7,122 -6%
FHC
184
First Horizon Corporation
Tennessee
$25.7M +$144K +558 +0.5%
NAM
185
NTV Asset Management
West Virginia
$25.7M -$358K -1,389 -1%
VFA
186
Valeo Financial Advisors
Indiana
$25.6M +$282K +1,094 +1%
AIIMS
187
Analyst IMS Investment Management Services
Israel
$25.5M +$619K +2,400 +2%
Belvedere Trading
188
Belvedere Trading
Illinois
$25M +$11.8M +45,640 +83%
WSFS
189
Wilmington Savings Fund Society
Delaware
$24.7M +$4.01M +15,540 +18%
SW
190
SteelPeak Wealth
California
$24.5M +$4.97M +19,256 +24%
BB
191
Busey Bank
Illinois
$24.3M -$524K -2,031 -2%
IAA
192
Independent Advisor Alliance
North Carolina
$24.3M +$24.6M +95,462 +3,885%
HCM
193
Hengehold Capital Management
Ohio
$24.2M +$438K +1,698 +2%
TPCW
194
TD Private Client Wealth
New York
$24M +$7.3M +28,293 +41%
WANY
195
Wealthspire Advisors (New York)
New York
$23.9M -$270K -1,048 -1%
GCM
196
Graham Capital Management
Connecticut
$23.6M +$24.6M +95,300 New
MFIM
197
Mesirow Financial Investment Management
Illinois
$23.6M +$2.8M +10,843 +13%
FFA
198
Farther Finance Advisors
California
$23.4M +$10M +38,900 +71%
1SB
199
1ST Source Bank
Indiana
$23.1M +$679K +2,632 +3%
HWM
200
Horizon Wealth Management
Illinois
$22.9M +$23.8M +92,174 New

IWM Hedge Fund Activity: Q1 2026 in Review

2,568 of the 8,130 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.