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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
PPW
2251
PACK Private Wealth
Minnesota
$209K
WFA
2252
WJ Financial Advisors
Connecticut
$208K +$258 +1 +0.1%
OPTFSNA
2253
Old Point Trust & Financial Services N A
Virginia
$208K
GWAG
2254
Garrett Wealth Advisory Group
Texas
$208K
RBC
2255
Roble Belko & Company
Pennsylvania
$208K -$15.5K -60 -7%
MCWA
2256
Meadow Creek Wealth Advisors
Georgia
$208K
CG
2257
Cynosure Group
Utah
$208K -$643K -2,494 -75%
TDC
2258
Thompson Davis & Co
Virginia
$207K -$14.7K -57 -6%
CCP
2259
Cassia Capital Partners
North Carolina
$207K
AWM
2260
Ariadne Wealth Management
California
$207K
IDBONY
2261
Israel Discount Bank of New York
New York
$207K +$215K +833 New
NCM
2262
Nelson Capital Management
California
$206K
SCP
2263
Stevens Capital Partners
Nebraska
$205K
WA
2264
Winter & Associates
Minnesota
$205K +$209K +812 New
OWM
2265
Opes Wealth Management
California
$205K
BI
2266
Ballast Inc
Kentucky
$205K +$213K +826 New
BWA
2267
BlueSky Wealth Advisors
North Carolina
$204K +$212K +823 New
FP
2268
Fiduciary Planning
Florida
$204K +$212K +822 New
SIC
2269
Sage Investment Counsel
Tennessee
$202K +$210K +816 New
BP
2270
BWM Planning
Texas
$202K
SF
2271
SWP Financial
California
$201K +$209K +810 New
B
2272
Bellecapital
Switzerland
$200K +$208K +808 New
BF
2273
Brooklyn FI
New York
$200K +$208K +808 New
CIA
2274
Cladis Investment Advisory
Montana
$200K +$208K +808 New
PWM
2275
Palacios Wealth Management
Florida
$200K +$186K +720 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.