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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
LC
2001
Lincoln Capital
Nebraska
$309K
RFW
2002
Rainier Family Wealth
Washington
$309K +$43.9K +170 +16%
PBO
2003
Peoples Bank (Ohio)
Ohio
$308K +$59.6K +231 +23%
FF
2004
Friedenthal Financial
New Jersey
$308K -$49.8K -193 -13%
AIM
2005
Advyzon Investment Management
Illinois
$307K +$320K +1,239 New
VWM
2006
Vigil Wealth Management
Florida
$307K -$1.55K -6 -0.5%
MCP
2007
Mirador Capital Partners
California
$307K -$81K -314 -20%
PFGIA
2008
Patriot Financial Group Insurance Agency
Massachusetts
$307K +$319K +1,238 New
AIA
2009
Accelerate Investment Advisors
California
$307K
SCM
2010
Sage Capital Management
New Jersey
$307K +$258 +1 +0.1%
MKW
2011
Mullaney, Keating & Wright
Connecticut
$306K +$57.5K +223 +22%
AWAG
2012
ARS Wealth Advisors Group
Florida
$306K
JF
2013
JMN Financial
Ohio
$305K +$317K +1,228 New
GSB
2014
Greenfield Savings Bank
Massachusetts
$305K
FA
2015
FC Advisory
Pennsylvania
$304K +$258 +1 +0.1%
MKA
2016
M. Kulyk & Associates
Georgia
$304K
VST
2017
Van Strum & Towne
California
$304K
CD
2018
Chapin Davis
Maryland
$304K +$30.7K +119 +11%
MMPW
2019
Mitchell McLeod Pugh & Williams
Alabama
$303K -$4.13K -16 -1%
ERWM
2020
Elk River Wealth Management
Colorado
$303K -$23K -89 -7%
MWM
2021
Maripau Wealth Management
Indiana
$301K +$98.3K +381 +46%
AWM
2022
Activest Wealth Management
Florida
$301K -$222K -861 -42%
AWA
2023
Acorn Wealth Advisors
Michigan
$299K -$7.22K -28 -2%
YP
2024
YANKCOM Partnership
South Dakota
$298K
ZIG
2025
Zuckerman Investment Group
Illinois
$298K -$11.1K -43 -3%

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.