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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
LCM
2176
LVM Capital Management
Michigan
$236K +$245K +950 New
CCP
2177
Cushing Capital Partners
Wisconsin
$236K
FIB
2178
First Interstate Bank
Montana
$236K
PA
2179
Persium Advisors
Georgia
$235K -$47.7K -185 -16%
AIA
2180
Allied Investment Advisors
Montana
$235K
M
2181
MYeCFO
California
$234K +$19.6K +76 +9%
TGIA
2182
Torrey Growth & Income Advisors
California
$234K
HTIM
2183
Harbour Trust & Investment Management
Indiana
$234K +$5.16K +20 +2%
LPFG
2184
Landing Point Financial Group
Ohio
$233K +$516 +2 +0.2%
IWS
2185
Integrity Wealth Solutions
Colorado
$233K -$1.81K -7 -0.7%
AAS
2186
Annex Advisory Services
Wisconsin
$232K +$17.3K +67 +8%
CFO
2187
CVA Family Office
Colorado
$232K
AAM
2188
Austin Asset Management
Texas
$232K +$241K +936 New
FRA
2189
Front Row Advisors
California
$231K +$14.2K +55 +6%
GFWA
2190
Grey Fox Wealth Advisors
Delaware
$231K +$240K +931 New
CPA
2191
Compass Planning Associates
Massachusetts
$230K +$258 +1 +0.1%
ISWM
2192
Independent Solutions Wealth Management
New York
$230K -$1.81K -7 -0.8%
BCM
2193
Boreal Capital Management
Florida
$229K
MIM
2194
Moseley Investment Management
Florida
$229K +$258 +1 +0.1%
AW
2195
Alteri Wealth
California
$229K
CWA
2196
Cura Wealth Advisors
Illinois
$228K
VFP
2197
Vilga Financial Planning
New Jersey
$228K
MM
2198
Main Management
California
$228K
CMI
2199
Clare Market Investments
Texas
$228K +$237K +919 New
LRPA
2200
L. Roy Papp & Associates
Arizona
$227K

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.