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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
SA
2351
Seneschal Advisors
Washington
$115K
ISWM
2352
Intesa Sanpaolo Wealth Management
$115K +$38.7K +150 +48%
RCM
2353
Raleigh Capital Management
North Carolina
$114K -$649K -2,515 -85%
YDMI
2354
Y.D. More Investments
Israel
$110K
WPA
2355
Wealth Preservation Advisors
Tennessee
$110K -$14.2K -55 -11%
BG
2356
Bollard Group
Massachusetts
$105K
OW
2357
Olistico Wealth
Oklahoma
$105K
QL
2358
Quarry LP
New York
$102K +$102K +395 +2,633%
MIM
2359
MTM Investment Management
South Carolina
$101K
GJIA
2360
Glass Jacobson Investment Advisors
Maryland
$100K
PP
2361
Pacifica Partners
Canada
$99.7K -$34.8K -135 -25%
TCM
2362
TD Capital Management
Tennessee
$99.4K
PRAG
2363
Portfolio Resources Advisor Group
Florida
$99.2K -$191K -741 -65%
SC
2364
Skylands Capital
Wisconsin
$99.2K
TWM
2365
TopTier Wealth Management
Wisconsin
$99.2K +$103K +400 New
WIM
2366
Westside Investment Management
California
$99.2K +$103K +400 New
1CP
2367
1015 Capital Partners
Pennsylvania
$98K
CSPIA
2368
Cary Street Partners Investment Advisory
Virginia
$97K -$1.03K -4 -1%
OL
2369
one8zero8 LLC
North Carolina
$96.7K +$6.45K +25 +7%
KA
2370
Kozak & Associates
Colorado
$95.4K +$258 +1 +0.3%
HC
2371
Hurley Capital
New York
$94.2K
TSMHT
2372
Thurston Springer Miller Herd & Titak
Indiana
$93.6K -$86.7K -336 -47%
HBW
2373
Hazlett, Burt & Watson
West Virginia
$92K
GCS
2374
Gordian Capital (Singapore)
Singapore
$91K +$258K +1,000 +50,000%
FUBT
2375
First United Bank & Trust
Maryland
$90.5K

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.