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iShares Russell 2000 ETF

2,579 hedge funds and large institutions have $75.8B invested in iShares Russell 2000 ETF in 2026 Q1 according to their latest regulatory filings, with 190 funds opening new positions, 892 increasing their positions, 988 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 167

13.47% more ownership

Funds ownership: 93.76%107.23% (+13%)

8% more capital invested

Capital invested by funds: $70.5B → $75.8B (+$5.38B)

2% more funds holding in top 10

Funds holding in top 10: 166169 (+3)

1% less funds holding

Funds holding: 2,5972,579 (-18)

10% less repeat investments, than reductions

Existing positions increased: 892 | Existing positions reduced: 988

61% less call options, than puts

Call options by funds: $40.3B | Put options by funds: $103B

Holders
2,579
Holders Change
-18
Holders Change %
-0.69%
% of All Funds
31.56%
Holding in Top 10
169
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.81%
% of All Funds
2.07%
New
190
Increased
892
Reduced
988
Closed
167
Calls
$40.3B
Puts
$103B
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%
FOTCLOO
188
Friends of the Cornell Lab of Ornithology
Connecticut
$25.1M +$1.04M +4,038 +4%
Belvedere Trading
189
Belvedere Trading
Illinois
$25M +$11.8M +45,640 +83%
WSFS
190
Wilmington Savings Fund Society
Delaware
$24.7M +$4.01M +15,540 +18%
SW
191
SteelPeak Wealth
California
$24.5M +$4.97M +19,256 +24%
BB
192
Busey Bank
Illinois
$24.3M -$524K -2,031 -2%
IAA
193
Independent Advisor Alliance
North Carolina
$24.3M +$24.6M +95,462 +3,885%
HCM
194
Hengehold Capital Management
Ohio
$24.2M +$438K +1,698 +2%
TPCW
195
TD Private Client Wealth
New York
$24M +$7.3M +28,293 +41%
WANY
196
Wealthspire Advisors (New York)
New York
$23.9M -$270K -1,048 -1%
GCM
197
Graham Capital Management
Connecticut
$23.6M +$24.6M +95,300 New
MFIM
198
Mesirow Financial Investment Management
Illinois
$23.6M +$2.8M +10,843 +13%
FFA
199
Farther Finance Advisors
California
$23.4M +$10M +38,900 +71%
1SB
200
1ST Source Bank
Indiana
$23.1M +$679K +2,632 +3%

IWM Hedge Fund Activity: Q1 2026 in Review

2,579 of the 8,172 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 $70.5B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new IWM positions and 167 closed out — a net gain of 23 holders — while 892 added to existing stakes and 988 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.26B. The largest seller was LPL Financial, cutting an estimated $957M.

  • 2,579 institutional investors held iShares Russell 2000 ETF (IWM) as of Q1 2026, down from 2,597 in Q4 2025.
  • Funds reported $75.8B of iShares Russell 2000 ETF stock for Q1 2026, up 7.6% quarter-over-quarter.
  • 190 funds opened new iShares Russell 2000 ETF positions in Q1 2026 and 167 closed out, a net change of +23 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.