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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
PFG
2076
Prosperity Financial Group
California
$274K +$258 +1 +0.1%
MCG
2077
McCollum Christoferson Group
New York
$274K -$108K -417 -27%
MWM
2078
Mindset Wealth Management
Indiana
$274K -$25.5K -99 -8%
WCM
2079
Wealthcare Capital Management
Virginia
$274K -$10.1K -39 -3%
CRWM
2080
Castle Rock Wealth Management
California
$273K +$280K +1,085 New
PP
2081
PDS Planning
Ohio
$272K +$2.32K +9 +0.8%
SWA
2082
Strategic Wealth Advisors
Arizona
$272K +$59.3K +230 +26%
GCP
2083
Guardian Capital (Pennsylvania)
Pennsylvania
$272K -$211K -819 -43%
GAA
2084
Global Assets Advisory
Florida
$272K +$13.4K +52 +5%
DCA
2085
DB&C Advisors
Michigan
$271K +$28.6K +111 +11%
WAL
2086
W Advisors LLC
Tennessee
$271K
BO
2087
Bank OZK
Arkansas
$271K -$13.9K -54 -5%
AIA
2088
Armor Investment Advisors
North Carolina
$271K +$17.3K +67 +7%
OC
2089
Oarsman Capital
Wisconsin
$270K +$281K +1,090 New
BCM
2090
Birmingham Capital Management
Alabama
$270K -$38.7K -150 -12%
CST
2091
Charles Schwab Trust
Nevada
$270K -$101K -393 -27%
PWM
2092
Peterson Wealth Management
Nevada
$270K +$516 +2 +0.2%
UCB
2093
United Community Bank
South Carolina
$269K
CAM
2094
Concorde Asset Management
Michigan
$269K -$11.6K -45 -4%
FWA
2095
Flagship Wealth Advisors
Massachusetts
$269K -$43.3K -168 -12%
CWA
2096
Canvas Wealth Advisors
Kansas
$269K -$12.9K -50 -4%
KCM
2097
Kennicott Capital Management
California
$269K
TWM
2098
Triton Wealth Management
Arizona
$268K -$2.58K -10 -0.9%
PFA
2099
Professional Financial Advisors
Nebraska
$267K +$20.4K +79 +8%
NF
2100
Nvest Financial
New Hampshire
$267K +$22.7K +88 +9%

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.