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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
ORC
2276
O'Rourke & Company
Massachusetts
$200K -$64.2K -249 -24%
FCG
2277
Financial Connections Group
California
$200K
CCMI
2278
Creative Capital Management Investments
California
$200K
GM
2279
GeoWealth Management
Illinois
$198K -$258 -1 -0.1%
LFASL
2280
Lugano Financial Advisors SA (LFA)
Switzerland
$197K
SOS
2281
Silver Oak Securities
Tennessee
$196K +$204K +792 New
SIM
2282
Synergy Investment Management
Florida
$196K +$204K +790 New
GA
2283
GoalVest Advisory
New York
$195K -$12.9K -50 -6%
FGAM
2284
Financial Gravity Asset Management
Texas
$188K
JEST
2285
JTC Employer Solutions Trustee
Jersey
$187K +$98K +380 +101%
BL
2286
BFSG LLC
California
$187K
MHR
2287
Matthew Hamilton Rosenberg
$186K -$3.87K -15 -2%
MCI
2288
MRP Capital Investments
Georgia
$185K -$163K -630 -46%
VCM
2289
Versant Capital Management
Arizona
$182K
CTC
2290
Cetera Trust Company
Minnesota
$182K
HNW
2291
High Note Wealth
Minnesota
$180K
WAG
2292
Windsor Advisory Group
Ohio
$179K
FFA
2293
Frazier Financial Advisors
Ohio
$176K +$45.7K +177 +33%
PMAM
2294
Picton Mahoney Asset Management
Ontario, Canada
$174K
PWA
2295
Physician Wealth Advisors
Utah
$173K +$19.9K +77 +12%
SGK
2296
Steigerwald Gordon & Koch
Virginia
$170K -$6.45K -25 -4%
APW
2297
Atlantic Private Wealth
North Carolina
$170K
ADL
2298
Asset Dedication LLC
California
$170K +$23.5K +91 +15%
DWS
2299
Dynamic Wealth Strategies
California
$168K -$4.13K -16 -2%
GWS
2300
Glassman Wealth Services
Virginia
$167K

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.