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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
SIAP
2201
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$227K
PC
2202
Permanens Capital
New York
$227K +$236K +915 New
MFWP
2203
Mosaic Family Wealth Partners
Missouri
$227K +$236K +914 New
AMG
2204
Asset Management Group
Connecticut
$227K +$516 +2 +0.2%
Schroder Investment Management Group
2205
Schroder Investment Management Group
United Kingdom
$226K -$106K -410 -31%
MAM
2206
McLaughlin Asset Management
Illinois
$226K +$4.13K +16 +2%
AF
2207
Align Financial
Minnesota
$225K -$57.5M -222,850 -100%
ME
2208
McIlrath & Eck
Washington
$225K -$30.4K -118 -12%
SIM
2209
Samara Investment Management
Oregon
$225K +$234K +906 New
FWA
2210
FSC Wealth Advisors
New York
$224K -$1.51M -5,857 -87%
DBFM
2211
Dickmeyer Boyce Financial Management
Indiana
$224K +$233K +903 New
TAM
2212
TCP Asset Management
Ohio
$224K -$2.58K -10 -1%
FVWA
2213
Foster Victor Wealth Advisors
South Carolina
$224K +$215K +833 New
BB
2214
Bell Bank
North Dakota
$224K -$6.19K -24 -3%
AIM
2215
Anchor Investment Management
South Carolina
$223K
MC
2216
Miramar Capital
Illinois
$223K +$232K +900 New
GWANC
2217
Guardian Wealth Advisors (North Carolina)
North Carolina
$223K -$3.87K -15 -2%
SWM
2218
Steelhead Wealth Management
Virginia
$223K +$232K +901 New
JSW
2219
Journey Strategic Wealth
New Jersey
$223K -$1.39M -5,385 -86%
DI
2220
Diligent Investors
California
$222K +$231K +895 New
TNBTD
2221
Trustmark National Bank Trust Department
Mississippi
$222K
AWP
2222
Axis Wealth Partners
Rhode Island
$221K -$74K -287 -24%
SF
2223
Seros Financial
Arizona
$221K -$164K -635 -42%
BDF
2224
Black Diamond Financial
Maryland
$221K -$5.16K -20 -2%
ICMM
2225
Integrated Capital Management (Michigan)
Michigan
$221K +$230K +890 New

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.