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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
BT
2126
Banque Transatlantique
France
$256K
VR
2127
Vision Retirement
New Jersey
$256K +$10.1K +39 +4%
SLC
2128
Second Line Capital
Louisiana
$256K +$1.03K +4 +0.4%
LWM
2129
Luminvest Wealth Management
Arizona
$256K
CWM
2130
Cabot Wealth Management
Massachusetts
$255K
WRPWM
2131
Werba Rubin Papier Wealth Management
California
$255K
PWP
2132
Perfromance Wealth Partners
Illinois
$254K +$264K +1,025 New
SLP
2133
Storen Legacy Partners
Indiana
$254K -$21.4K -83 -7%
ODIJL
2134
One Day In July LLC
Vermont
$253K +$2.06K +8 +0.8%
RMC
2135
Resources Management Corp
Connecticut
$253K -$6.45K -25 -2%
7WCP
2136
71 West Capital Partners
Massachusetts
$253K -$79.2K -307 -23%
JC
2137
JB Capital
Connecticut
$252K +$12.9K +50 +5%
UIM
2138
Unified Investment Management
Georgia
$251K
SIC
2139
SJS Investment Consulting
Ohio
$251K +$11.6K +45 +5%
BW
2140
BXM Wealth
Colorado
$251K -$632K -2,451 -71%
FPW
2141
Flywheel Private Wealth
California
$251K -$9.8K -38 -4%
CPP
2142
Capasso Planning Partners
South Carolina
$251K
CBOR
2143
Community Bank of Raymore
Missouri
$250K -$77.4K -300 -23%
SFS
2144
Strategic Financial Services
New York
$250K +$9.8K +38 +4%
MHIP
2145
Mountain Hill Investment Partners
New Jersey
$249K -$12.9K -50 -5%
TFA
2146
Tobias Financial Advisors
Florida
$249K +$10.8K +42 +4%
MM
2147
Meridian Management
Arkansas
$248K -$77.4K -300 -23%
1W
2148
1776 Wealth
Georgia
$248K
JAWA
2149
John A. Wolfe & Associates
Michigan
$248K
TC
2150
Tenret Company
Florida
$248K

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.