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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
EWM
2376
EPG Wealth Management
Georgia
$89.8K
MIA
2377
Milestone Investment Advisors
Wisconsin
$89.3K
A
2378
Allianz
Germany
$87.5K -$91.8K -356 -50%
PCFFS
2379
Pacific Center for Financial Services
California
$87K
FPF
2380
First Pacific Financial
Washington
$87K -$26.8K -104 -23%
CIM
2381
Contravisory Investment Management
Massachusetts
$86.1K -$1.29K -5 -1%
RS
2382
Rakuten Securities
Japan
$85.3K -$17.3K -67 -16%
AAMA
2383
Advanced Asset Management Advisors
Ohio
$85.3K +$516 +2 +0.6%
PP
2384
PFS Partners
New Jersey
$85.1K +$774 +3 +0.9%
BCM
2385
Blume Capital Management
California
$84.1K +$87.4K +339 New
W
2386
WealthCollab
Washington
$83.6K
YAL
2387
Your Advocates Ltd
Texas
$83.3K +$21.2K +82 +32%
WSC
2388
Wellington Shields & Co
New York
$83.1K
HWP
2389
Highline Wealth Partners
California
$82.5K -$112K -436 -57%
KPP
2390
Kings Path Partners
Texas
$81.2K
CAL
2391
Capital Advisors Ltd
Ohio
$79K
PJC
2392
Phillip James Consulting
Minnesota
$79K +$64.7K +251 New
NOI
2393
Newton One Investments
Delaware
$78.7K -$3.1K -12 -4%
SHIM
2394
Stone House Investment Management
Pennsylvania
$76.9K -$4.64K -18 -5%
NF
2395
Napier Financial
Massachusetts
$76.2K +$79.2K +307 New
HPIA
2396
Hamilton Point Investment Advisors
North Carolina
$75.4K -$4.9K -19 -6%
SFC
2397
SYM Financial Corp
Indiana
$74.2K
AWM
2398
Abound Wealth Management
Tennessee
$72.4K +$1.81K +7 +2%
HC
2399
Hoese & Co
Minnesota
$68.2K
RCM
2400
Richardson Capital Management
Wisconsin
$67.9K

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.