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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
CWP
2051
CFM Wealth Partners
Texas
$286K -$11.9K -46 -4%
AWM
2052
Aviso Wealth Management
Washington
$285K
AOWM
2053
Alpha Omega Wealth Management
Virginia
$285K
EWM
2054
Elmwood Wealth Management
California
$284K +$4.64K +18 +2%
MW
2055
Maia Wealth
Colorado
$284K -$2.06K -8 -0.7%
BSSFA
2056
Baron Silver Stevens Financial Advisors
Florida
$284K
AEPWM
2057
Atlantic Edge Private Wealth Management
Florida
$284K -$14.2K -55 -5%
TCM
2058
TruNorth Capital Management
Michigan
$283K
SP
2059
Stablepoint Partners
Massachusetts
$283K -$1.81K -7 -0.6%
NA
2060
Nestegg Advisors
New York
$283K -$2.84K -11 -1%
CWM
2061
Chicago Wealth Management
Illinois
$282K
NFA
2062
Northern Financial Advisors
Michigan
$282K +$294K +1,138 New
TLFA
2063
True Link Financial Advisors
California
$282K -$33.8K -131 -10%
ACA
2064
Atlas Capital Advisors
Wyoming
$282K -$1.55K -6 -0.5%
AIMA
2065
Ables Iannone Moore & Associates
Georgia
$281K +$29.1K +113 +11%
PG
2066
Patten Group
Tennessee
$281K +$34.6K +134 +13%
3F
2067
360 Financial
Minnesota
$281K +$293K +1,135 New
AT
2068
American Trust
Kentucky
$281K +$2.06K +8 +0.7%
SPWM
2069
Straight Path Wealth Management
Michigan
$280K
FPCG
2070
Forum Private Client Group
Indiana
$278K +$1.55K +6 +0.5%
RWS
2071
Retirement Wealth Solutions
Wisconsin
$278K -$1.55K -6 -0.5%
EWM
2072
Elevatus Welath Management
New York
$277K +$28.4K +110 +11%
FM
2073
Foster & Motley
Ohio
$277K +$288K +1,118 New
SWA
2074
Strategies Wealth Advisors
Michigan
$276K +$258 +1 +0.1%
WLIM
2075
White Lighthouse Investment Management
Massachusetts
$275K +$286K +1,107 New

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.