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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
CFD
2326
Creative Financial Designs
Indiana
$133K -$6.45K -25 -4%
Harris Associates
2327
Harris Associates
Illinois
$132K
AWM
2328
Aberdeen Wealth Management
Illinois
$129K -$49.8K -193 -27%
CBT
2329
CoreFirst Bank & Trust
Kansas
$129K
SIA
2330
Strategic Investment Advisors
Michigan
$128K +$134K +518 New
FFA
2331
Founders Financial Alliance
North Carolina
$127K +$36.4K +141 +38%
AA
2332
Addison Advisors
Vermont
$127K +$25.5K +99 +24%
EF
2333
Entrust Financial
Pennsylvania
$127K
OC
2334
Oakworth Capital
Alabama
$127K +$10.3K +40 +8%
PAG
2335
Paladin Advisory Group
Iowa
$127K +$61.1K +237 +86%
CLOS
2336
Compagnie Lombard Odier SCmA
Switzerland
$126K +$25.8K +100 +24%
IF
2337
Integrity Financial
Wyoming
$126K
BL
2338
Balentine LLC
Georgia
$124K
LI
2339
LRI Investments
Florida
$124K -$440K -1,706 -77%
WT
2340
WHI Trust
Illinois
$124K
RF
2341
Roxbury Financial
New Jersey
$124K -$26.1K -101 -17%
WFA
2342
West Financial Advisors
Iowa
$124K
HWM
2343
Horizons Wealth Management
North Carolina
$123K
MAFA
2344
MJT & Associates Financial Advisory
Minnesota
$122K
CWM
2345
Consultiva Wealth Management
Puerto Rico
$120K
WAS
2346
Winch Advisory Services
Wisconsin
$118K -$3.61K -14 -3%
MFA
2347
Morling Financial Advisors
California
$118K
FDW
2348
Fourth Dimension Wealth
Ohio
$117K -$1.03K -4 -0.8%
FCAS
2349
First Command Advisory Services
Texas
$117K -$10.8K -42 -8%
AW
2350
Avion Wealth
Texas
$116K -$5.67K -22 -4%

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.