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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
31.59%
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
MIM
2101
Macroview Investment Management
Maryland
$267K -$16.5K -64 -6%
SA
2102
Stolz & Associates
Washington
$266K -$20.6K -80 -8%
FI
2103
Finivi Inc
Massachusetts
$266K -$17K -66 -6%
SIM
2104
Strategic Investment Management
Virginia
$265K
PFA
2105
Pathway Financial Advisors
Vermont
$265K
FA
2106
Fountainhead AM
New Jersey
$264K -$982K -3,806 -49%
TWG
2107
The Wealth Group
Minnesota
$264K
IFA
2108
Interactive Financial Advisors
Illinois
$264K -$15.7K -61 -5%
BFA
2109
Beaumont Financial Advisors
Massachusetts
$263K +$29.7K +115 +12%
VAMG
2110
Voisard Asset Management Group
Michigan
$263K -$25.8K -100 -9%
I
2111
INVST
Indiana
$263K +$1.29K +5 +0.5%
SBF
2112
Sara-Bay Financial
Florida
$262K +$11.3K +44 +4%
HWA
2113
Heritage Wealth Advisors
Virginia
$262K -$864K -3,350 -76%
BB
2114
Burford Brothers
Texas
$260K -$61.9K -240 -19%
CVA
2115
Central Valley Advisors
California
$260K -$12.4K -48 -4%
SGI
2116
Summit Global Investments
Utah
$259K +$270K +1,046 New
COI
2117
Connable Office Inc
Michigan
$259K
V
2118
ViaWealth
Kansas
$258K
AFS
2119
Access Financial Services
Minnesota
$258K -$19.1K -74 -7%
SWM
2120
Shakespeare Wealth Management
Wisconsin
$257K
BWL
2121
Bogart Wealth LLC
Virginia
$257K -$47.5K -184 -15%
TLA
2122
Tanglewood Legacy Advisors
Texas
$257K -$51.6K -200 -16%
PNAA
2123
Pictet North America Advisors
Switzerland
$257K
MF
2124
Manuka Financial
Virginia
$256K
SCP
2125
Sandhill Capital Partners
New York
$256K -$2.84K -11 -1%

IWM Hedge Fund Activity: Q1 2026 in Review

2,568 of the 8,130 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.