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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
PFG
2301
Premier Financial Group
California
$165K -$10.3K -40 -6%
HCA
2302
Harbor Capital Advisors
Illinois
$165K +$8.25K +32 +5%
SIS
2303
Sound Income Strategies
Florida
$164K -$6.45K -25 -4%
FMP
2304
Financial Management Professionals
Texas
$162K -$12.4K -48 -7%
MMCM
2305
Murphy & Mullick Capital Management
New York
$161K +$15.5K +60 +10%
RP
2306
Rice Partnership
Hawaii
$159K -$22.4K -87 -12%
AC
2307
Arjuna Capital
North Carolina
$159K +$115K +445 +228%
SMFG
2308
Sumitomo Mitsui Financial Group
Japan
$157K
CSC
2309
Caldwell Sutter Capital
California
$155K
HWA
2310
HHM Wealth Advisors
Tennessee
$154K
GWS
2311
Greykasell Wealth Strategies
California
$153K
GCP
2312
Gill Capital Partners
Colorado
$151K +$157K +609 New
CNBTD
2313
Citizens National Bank Trust Department
Mississippi
$149K
RWA
2314
Reicon Wealth Advisors
Georgia
$149K
DWM
2315
Darwin Wealth Management
Florida
$148K +$6.96K +27 +5%
VWM
2316
Vermillion Wealth Management
Minnesota
$146K +$258 +1 +0.2%
MSWA
2317
Marshall & Sterling Wealth Advisors
New York
$145K
PWMG
2318
Private Wealth Management Group
New Jersey
$140K +$4.9K +19 +3%
DFC
2319
DB Fitzpatrick & Co
Idaho
$138K -$5.42K -21 -4%
WA
2320
WPG Advisers
Maryland
$138K
ETS
2321
ESL Trust Services
New York
$138K -$64.5K -250 -31%
BFS
2322
Beacon Financial Strategies
North Carolina
$136K
PFA
2323
Pillar Financial Advisors
Kentucky
$135K
TC
2324
Trust Company
Kansas
$133K +$2.06K +8 +2%
CF
2325
Collier Financial
Colorado
$133K -$774 -3 -0.6%

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.