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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
ARA
2026
Approach Retirement Advisors
Alabama
$298K
JLBC
2027
J.L. Bainbridge & Co
Florida
$298K +$61.7K +239 +25%
CA
2028
CV Advisors
Florida
$298K
BC
2029
Burney Company
Virginia
$297K -$1.55K -6 -0.5%
EL
2030
EWA LLC
Pennsylvania
$296K -$258 -1 -0.1%
EHC
2031
Everett Harris & Co
California
$296K
NFSG
2032
Newbridge Financial Services Group
Florida
$295K +$5.67K +22 +2%
DCU
2033
Dara Capital US
Florida
$294K
AWA
2034
ARQ Wealth Advisors
Arizona
$293K +$90.3K +350 +42%
CB
2035
CNB Bank
Pennsylvania
$292K
X
2036
Xponance
Pennsylvania
$292K -$55.5K -215 -15%
CD
2037
Capital Developers
North Carolina
$291K -$12.6K -49 -4%
RMA
2038
Roffman Miller Associates
Pennsylvania
$291K +$2.58K +10 +0.9%
BAM
2039
Byrne Asset Management
New Jersey
$290K -$7.74K -30 -3%
CSB
2040
City State Bank
Iowa
$290K -$5.16K -20 -2%
KF
2041
Kelsey Financial
California
$290K +$9.54K +37 +3%
RF
2042
Rossby Financial
Florida
$290K +$227K +880 +312%
NWMP
2043
Noble Wealth Management PBC
Colorado
$290K
PFA
2044
Pettinga Financial Advisors
Indiana
$289K +$77.4K +300 +35%
CPC
2045
Consolidated Planning Corp
Georgia
$289K
WC
2046
Wolfstich Capital
Massachusetts
$288K
FFA
2047
Florida Financial Advisors
Florida
$288K -$9.54K -37 -3%
GWA
2048
Geometric Wealth Advisors
District of Columbia
$288K +$299K +1,161 New
KWM
2049
KRM Wealth Management
Nevada
$288K +$516 +2 +0.2%
CIG
2050
Cascade Investment Group
Colorado
$287K

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.