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iShares Russell 2000 ETF

2,579 hedge funds and large institutions have $75.8B invested in iShares Russell 2000 ETF in 2026 Q1 according to their latest regulatory filings, with 190 funds opening new positions, 892 increasing their positions, 988 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 167

13.47% more ownership

Funds ownership: 93.76%107.23% (+13%)

8% more capital invested

Capital invested by funds: $70.5B → $75.8B (+$5.38B)

2% more funds holding in top 10

Funds holding in top 10: 166169 (+3)

1% less funds holding

Funds holding: 2,5972,579 (-18)

10% less repeat investments, than reductions

Existing positions increased: 892 | Existing positions reduced: 988

61% less call options, than puts

Call options by funds: $40.3B | Put options by funds: $103B

Holders
2,579
Holders Change
-18
Holders Change %
-0.69%
% of All Funds
31.56%
Holding in Top 10
169
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.81%
% of All Funds
2.07%
New
190
Increased
892
Reduced
988
Closed
167
Calls
$40.3B
Puts
$103B
Net Calls
-$62.2B
Net Calls Change
-$15.7B
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
201
Horizon Wealth Management
Illinois
$22.9M +$23.8M +92,174 New
CM
202
Capula Management
Cayman Islands
$22.6M +$23.6M +91,315 New
EB
203
Eastern Bank
Massachusetts
$22.1M +$17.5M +67,963 +322%
Calamos Advisors
204
Calamos Advisors
Illinois
$22.1M +$1.13M +4,362 +5%
FF
205
Finley Financial
Nevada
$21.9M -$23.2K -90 -0.1%
JCM
206
Jacobi Capital Management
Pennsylvania
$21.8M +$1.6M +6,186 +8%
TFO
207
Tarbox Family Office
California
$21.6M -$752K -2,916 -3%
DT
208
DV Trading
Illinois
$21.3M +$16M +62,210 +261%
IA
209
IFP Advisors
Florida
$21.3M +$15.9M +61,584 +252%
HHGA
210
Halbert Hargrove Global Advisors
California
$21.2M -$73M -283,145 -77%
BW
211
BIP Wealth
Georgia
$21.2M -$2.04M -7,900 -8%
LCM
212
LuminArx Capital Management
New York
$21.1M +$5.8M +22,500 +36%
BJL
213
Brighton Jones LLC
Washington
$21M +$21.8M +84,594 New
IFG
214
Independent Financial Group
California
$20.9M +$11.3M +43,720 +108%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$20.8M -$308K -1,194 -1%
BBVA
216
Banco Bilbao Vizcaya Argentaria
Spain
$20.7M -$111M -428,667 -83%
HWA
217
Hillcrest Wealth Advisors
New Jersey
$20.6M +$553K +2,145 +3%
National Bank of Canada
218
National Bank of Canada
Quebec, Canada
$20.6M +$4.53M +17,569 +27%
RWA
219
River Wealth Advisors
Pennsylvania
$20.6M -$840K -3,257 -4%
BFP
220
Brewster Financial Planning
New York
$20.2M +$627K +2,429 +3%
GT
221
Glenview Trust
Kentucky
$20.2M +$12.6K +49 +0.1%
UCFA
222
United Capital Financial Advisors
Texas
$19.7M +$151K +586 +0.7%
SPIA
223
Steward Partners Investment Advisory
New York
$19.4M +$4.12M +15,983 +26%
CA
224
CoreCap Advisors
Michigan
$19.4M +$15.7M +60,934 +353%
Vontobel Holding
225
Vontobel Holding
Switzerland
$19.4M +$18.9M +73,321 +1,549%

IWM Hedge Fund Activity: Q1 2026 in Review

2,579 of the 8,172 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 $70.5B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new IWM positions and 167 closed out — a net gain of 23 holders — while 892 added to existing stakes and 988 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.26B. The largest seller was LPL Financial, cutting an estimated $957M.

  • 2,579 institutional investors held iShares Russell 2000 ETF (IWM) as of Q1 2026, down from 2,597 in Q4 2025.
  • Funds reported $75.8B of iShares Russell 2000 ETF stock for Q1 2026, up 7.6% quarter-over-quarter.
  • 190 funds opened new iShares Russell 2000 ETF positions in Q1 2026 and 167 closed out, a net change of +23 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.