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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
EAM
2426
Eukles Asset Management
Ohio
$54.6K
BC
2427
Barrett & Company
Rhode Island
$53.6K
UFPG
2428
United Financial Planning Group
New York
$52.8K
NRG
2429
Nemes Rush Group
Michigan
$52.6K
SAP
2430
Strategic Advisory Partners
North Carolina
$52.6K +$54.7K +212 New
MCM
2431
Mill Capital Management
North Carolina
$52.3K +$516 +2 +1%
FMTCOCP
2432
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$52K
IWM
2433
IMG Wealth Management
Florida
$51.9K +$4.64K +18 +9%
WCM
2434
Weaver Capital Management
Georgia
$50.8K
SGFG
2435
Silver Grove Financial Group
New York
$50.1K +$52.1K +202 New
FCT
2436
First Community Trust
Iowa
$49.1K
GGI
2437
Godsey & Gibb Inc
Virginia
$49.1K +$8.51K +33 +20%
OWA
2438
Opal Wealth Advisors
New York
$48.4K +$50.3K +195 New
ATC
2439
Advantage Trust Company
Kansas
$48.1K
WTA
2440
Washington Trust Advisors
Massachusetts
$47.6K
PAIM
2441
Punch & Associates Investment Management
Minnesota
$45.9K -$82.5K -320 -63%
HIIFS
2442
Harel Insurance Investments & Financial Services
Israel
$45K +$46.4K +180 +18,000%
BW
2443
Bravera Wealth
North Dakota
$43.9K -$43.9K -170 -49%
BFS
2444
Burkett Financial Services
South Carolina
$43.6K
HIMS
2445
Hager Investment Management Services
New Hampshire
$42.4K
VERPA
2446
Virginia Estate & Retirement Planning Advisors
Virginia
$41.9K +$43.6K +169 New
PF
2447
PlanVest Financial
Maryland
$41.7K +$43.3K +168 New
PIP
2448
Peachtree Investment Partners
Florida
$41.6K +$258 +1 +0.6%
CJ
2449
Caitlin John
Michigan
$40.9K
MIM
2450
Marshall Investment Management
Colorado
$40.5K +$42K +163 New

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.