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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
MDA
2401
Minot DeBlois Advisors
Massachusetts
$67.5K +$63.7K +247 +988%
DSC
2402
Daytona Street Capital
Missouri
$66.9K +$68.4K +265 New
RTC
2403
Riverview Trust Company
Washington
$66.7K
DF
2404
DecisionPoint Financial
Arizona
$66.2K
HIW
2405
Holos Integrated Wealth
Pennsylvania
$64.7K +$51.6K +200 +357%
HFM
2406
Hartford Financial Management
Connecticut
$64K
AF
2407
Abound Financial
California
$62.7K
AW
2408
Ankerstar Wealth
Texas
$62.5K -$54.9K -213 -46%
M
2409
MOTCO
Texas
$62.5K
CYG
2410
Clean Yield Group
Vermont
$62K
TTIC
2411
Tower Trust & Investment Company
Iowa
$62K
APW
2412
Aventura Private Wealth
Florida
$61.5K +$57.3K +222 +854%
CNBT
2413
Cornerstone National Bank & Trust
Illinois
$61.4K
CFS
2414
CGC Financial Services
Oregon
$60.5K -$6.71K -26 -10%
FF
2415
Frankly Finances
Florida
$60K
PWS
2416
Pursuit Wealth Strategies
North Carolina
$59.5K
TWIM
2417
TIAA Wealth Investment Management
New York
$58.9K +$63.5K +246 New
MIA
2418
MeadowBrook Investment Advisors
Michigan
$58K
TPWA
2419
Twin Peaks Wealth Advisors
California
$57.3K +$59.6K +231 New
1NWS
2420
1 North Wealth Services
Maryland
$57.1K +$6.45K +25 +12%
HHCP
2421
Hilton Head Capital Partners
South Carolina
$57.1K
RJA
2422
Ross\Johnson & Associates
Minnesota
$57K
NL
2423
NorthAvenue LLC
Ohio
$55.8K
ACA
2424
American Capital Advisory
Idaho
$55.1K +$4.38K +17 +8%
NEWAS
2425
N.E.W. Advisory Services
Wisconsin
$54.8K +$49K +190 +613%

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.