We are live on ! Find out more
IWM icon

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
AIM
2451
Axiom Investment Management
New York
$39.9K +$41.5K +161 New
AWM
2452
Ameliora Wealth Management
Switzerland
$39.4K
GFL
2453
Granite FO LLC
New Hampshire
$38.9K +$10.3K +40 +34%
CIR
2454
Clear Investment Research
Georgia
$38.6K +$40.2K +156 New
CFG
2455
Clayton Financial Group
Missouri
$38.4K +$20.1K +78 +101%
MCA
2456
Midwest Capital Advisors
Michigan
$38.2K +$39.7K +154 New
CF
2457
Conquis Financial
California
$37.2K -$9.03K -35 -21%
SA
2458
Scarborough Advisors
Maryland
$37.1K +$38.7K +150 New
NWM
2459
Navigoe Wealth Management
California
$37K
GF
2460
GGM Financials
Ohio
$36.6K +$774 +3 +2%
CCM
2461
Chilton Capital Management
Texas
$36.2K +$23.7K +92 +170%
EWM
2462
Evolution Wealth Management
Florida
$36K +$36.4K +141 +3,525%
FNWA
2463
Financial Network Wealth Advisors
Utah
$35.5K
KFG
2464
Kingdom Financial Group
Arizona
$35K -$3.87K -15 -10%
LAS
2465
Lloyd Advisory Services
Georgia
$35K +$36.4K +141 New
ECA
2466
Elevated Capital Advisors
Utah
$33.7K
PIP
2467
Philadelphia Investment Partners
New Jersey
$33K +$34.3K +133 New
FIM
2468
FWL Investment Management
Texas
$32.7K
CT
2469
Clearstead Trust
Maine
$31.7K -$68.6K -266 -68%
Q1WB
2470
Quest 10 Wealth Builders
Virginia
$31.7K -$3.87K -15 -10%
QWM
2471
Quaker Wealth Management
New Jersey
$31.7K +$774 +3 +2%
TVWM
2472
Tower View Wealth Management
Wisconsin
$31.7K +$33K +128 New
OCM
2473
Osbon Capital Management
Massachusetts
$31.5K
PCA
2474
Providence Capital Advisors
North Carolina
$31.4K -$2.58K -10 -7%
MCA
2475
McGuire Capital Advisors
Oklahoma
$30.8K +$14.4K +56 +82%

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.