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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
PCM
1976
Ping Capital Management
New York
$322K +$335K +1,300 New
NPAN
1977
Northeast Planning Associates NH
New Hampshire
$322K
PCM
1978
Park Capital Management
Wisconsin
$321K
RBC
1979
Romano Brothers & Co
Illinois
$320K +$15K +58 +5%
HFS
1980
Hantz Financial Services
Michigan
$320K +$176K +682 +112%
QHA
1981
Quarry Hill Advisors
Minnesota
$320K -$21.4K -83 -7%
RPCONE
1982
Retirement Planning Company of New England
Rhode Island
$320K +$38.7K +150 +13%
OPF
1983
Old Peak Finance
North Carolina
$319K
FHB
1984
First Hawaiian Bank
Hawaii
$318K -$30.4K -118 -8%
HDIM
1985
Hanson & Doremus Investment Management
Vermont
$318K +$107K +415 +48%
DCM
1986
DGS Capital Management
New Jersey
$318K +$330K +1,281 New
TP
1987
TritonPoint Partners
Maryland
$317K +$106K +411 +47%
KMWM
1988
Keudell/Morrison Wealth Management
Oregon
$315K
MAWCM
1989
Mine & Arao Wealth Creation & Management
California
$315K +$258 +1 +0.1%
NRI
1990
NFP Retirement Inc
California
$314K -$18.8K -73 -5%
WAG
1991
Wallace Advisory Group
California
$313K -$40.5K -157 -11%
SGCM
1992
Sanchez Gaunt Capital Management
Nevada
$313K +$325K +1,261 New
FSCM
1993
Front Street Capital Management
Montana
$312K -$3.87K -15 -1%
GFA
1994
Godfrey Financial Associates
New York
$312K
KOC
1995
Koss-Olinger Consulting
Florida
$311K -$28.1K -109 -8%
JFGLC
1996
Johnson Financial Group LLC (Colorado)
Colorado
$310K +$323K +1,252 New
NPA
1997
Nichols & Pratt Advisers
Massachusetts
$310K -$41.3K -160 -10%
PVAMC
1998
PPS&V Asset Management Consultants
Michigan
$310K
KW
1999
KWB Wealth
California
$310K
MSG
2000
Main Street Group
Virginia
$310K -$23.2K -90 -7%

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.