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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
CM
201
Capula Management
Cayman Islands
$22.6M +$23.6M +91,315 New
EB
202
Eastern Bank
Massachusetts
$22.1M +$17.5M +67,963 +322%
Calamos Advisors
203
Calamos Advisors
Illinois
$22.1M +$1.13M +4,362 +5%
FF
204
Finley Financial
Nevada
$21.9M -$23.2K -90 -0.1%
JCM
205
Jacobi Capital Management
Pennsylvania
$21.8M +$1.6M +6,186 +8%
TFO
206
Tarbox Family Office
California
$21.6M -$752K -2,916 -3%
DT
207
DV Trading
Illinois
$21.3M +$16M +62,210 +261%
IA
208
IFP Advisors
Florida
$21.3M +$15.9M +61,584 +252%
HHGA
209
Halbert Hargrove Global Advisors
California
$21.2M -$73M -283,145 -77%
BW
210
BIP Wealth
Georgia
$21.2M -$2.04M -7,900 -8%
LCM
211
LuminArx Capital Management
New York
$21.1M +$5.8M +22,500 +36%
IFG
212
Independent Financial Group
California
$20.9M +$11.3M +43,720 +108%
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$20.8M -$308K -1,194 -1%
BBVA
214
Banco Bilbao Vizcaya Argentaria
Spain
$20.7M -$111M -428,667 -83%
HWA
215
Hillcrest Wealth Advisors
New Jersey
$20.6M +$553K +2,145 +3%
National Bank of Canada
216
National Bank of Canada
Quebec, Canada
$20.6M +$4.53M +17,569 +27%
RWA
217
River Wealth Advisors
Pennsylvania
$20.6M -$840K -3,257 -4%
BFP
218
Brewster Financial Planning
New York
$20.2M +$627K +2,429 +3%
GT
219
Glenview Trust
Kentucky
$20.2M +$12.6K +49 +0.1%
UCFA
220
United Capital Financial Advisors
Texas
$19.7M +$151K +586 +0.7%
SPIA
221
Steward Partners Investment Advisory
New York
$19.4M +$4.12M +15,983 +26%
CA
222
CoreCap Advisors
Michigan
$19.4M +$15.7M +60,934 +353%
Vontobel Holding
223
Vontobel Holding
Switzerland
$19.4M +$18.9M +73,321 +1,549%
BCM
224
BTC Capital Management
Iowa
$19.4M +$292K +1,132 +1%
GWWM
225
Great Waters Wealth Management
Minnesota
$19.3M -$1.35M -5,229 -6%

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.