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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
GA
2226
Gordian Advisors
Arizona
$220K
IWP
2227
Insight Wealth Partners
Texas
$219K
CA
2228
Crumly & Associates
Illinois
$218K +$516 +2 +0.2%
CWA
2229
Continuum Wealth Advisors
New York
$217K
BW
2230
Blalock Williams
Alabama
$217K +$6.19K +24 +3%
WAOTB
2231
Wealth Advisors of Tampa Bay
Florida
$217K
ACA
2232
Affinity Capital Advisors
California
$216K +$6.19K +24 +3%
3FI
2233
3 Factor Indexing
California
$216K +$225K +871 New
RE
2234
Rydar Equities
Texas
$215K +$258 +1 +0.1%
SCM
2235
Sunbeam Capital Management
Georgia
$215K
CICI
2236
Capital Investment Counsel Inc
North Carolina
$215K
PMSA
2237
Patrick M. Sweeney & Associates
Illinois
$214K +$11.6K +45 +6%
CWP
2238
Core Wealth Partners
California
$213K -$13.7K -53 -6%
CAM
2239
CenterStar Asset Management
Illinois
$213K +$222K +859 New
IP
2240
Isthmus Partners
Wisconsin
$212K
CIM
2241
CIM Investment Management
Pennsylvania
$212K -$172K -667 -44%
MJRIC
2242
Mogy Joel R Investment Counsel
California
$212K
VDI
2243
Vaughan David Investments
Illinois
$212K +$220K +854 New
JAFL
2244
Jay A. Fishman Ltd
Michigan
$211K
KAS
2245
KPP Advisory Services
Kentucky
$211K +$219K +850 New
KIG
2246
Kennedy Investment Group
New Jersey
$210K +$258 +1 +0.1%
GVCM
2247
Global View Capital Management
Wisconsin
$210K +$218K +845 New
VPIM
2248
Vanguard Personalized Indexing Management
California
$209K -$37.7K -146 -15%
BMCM
2249
Burns Matteson Capital Management
New York
$209K
CCM
2250
Condor Capital Management
New Jersey
$209K

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.