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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
CA
2151
COFG Advisors
Illinois
$248K +$516 +2 +0.2%
VH
2152
Visionary Horizons
Tennessee
$247K -$1.03K -4 -0.4%
RMC
2153
Ring Mountain Capital
California
$247K +$774 +3 +0.3%
JCM
2154
Jag Capital Management
Missouri
$247K +$1.03K +4 +0.4%
DWM
2155
Destination Wealth Management
California
$246K +$5.16K +20 +2%
SRC
2156
Shufro Rose & Co
New York
$245K -$16K -62 -6%
KCM
2157
Kendall Capital Management
Maryland
$245K -$516 -2 -0.2%
FG
2158
Fairman Group
Pennsylvania
$244K +$516 +2 +0.2%
CMMS
2159
Comprehensive Money Management Services
Florida
$244K
GHA
2160
GW Henssler & Associates
Georgia
$244K
MCM
2161
Monarch Capital Management
Indiana
$244K
LWMI
2162
Legacy Wealth Management (Idaho)
Idaho
$244K +$87.4K +339 +53%
BBA
2163
BLB&B Advisors
Pennsylvania
$244K -$22.4K -87 -8%
IAAG
2164
Innovative Asset Advisors Group
Connecticut
$243K +$253K +979 New
ACM
2165
Arcataur Capital Management
Wisconsin
$243K
RCM
2166
Requisite Capital Management
Texas
$242K
BFWM
2167
Bright Futures Wealth Management
New York
$242K +$10.6K +41 +4%
CCA
2168
Cora Capital Advisors
New Jersey
$242K
JPWM
2169
Jamison Private Wealth Management
Georgia
$241K
WMP
2170
Wealth Management Partners
Arizona
$241K
GWMIA
2171
Global Wealth Management Investment Advisory
Florida
$240K
SFP
2172
SwitchPoint Financial Planning
Utah
$239K
MSA
2173
Marathon Strategic Advisors
Pennsylvania
$238K
AT
2174
Avalon Trust
New Mexico
$237K +$40.2K +156 +20%
KAS
2175
Kemnay Advisory Services
New York
$237K -$5.93K -23 -2%

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.