Who owns iShares Russell 2000 ETF (IWM)
Which tracked institutional funds hold IWM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IWM company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-26). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on IWM is one-sided between 2026-Q1 and 2026-Q2: 9 added or opened and 1689 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IWM’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.8% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IWM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 2550 tracked filers holding IWM, 1071 increased or opened the position and 1206 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IWM between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- BALYASNY ASSET MANAGEMENT L.P.$30M
- MANGROVE PARTNERS IM, LLC$28M
Full exits 1683
- BANK OF AMERICA CORP /DE/$10.3B
- MORGAN STANLEY$7.4B
- GOLDMAN SACHS GROUP INC$4.8B
- WELLS FARGO & COMPANY/MN$2.4B
- Empower Advisory Group, LLC$2.1B
- CITIGROUP INC$2.1B
Largest adds
- BlackRock, Inc.$681M
- WELLINGTON MANAGEMENT GROUP LLP$653M
- TUDOR INVESTMENT CORP ET AL$342M
- FMR LLC$57M
- AQR CAPITAL MANAGEMENT LLC$22M
- Verition Fund Management LLC$9M
Largest trims
- D. E. Shaw & Co., Inc.$256M
- Hudson Bay Capital Management LP$79M
- CITADEL ADVISORS LLC$46M
- Point72 Asset Management, L.P.$31M
- MILLENNIUM MANAGEMENT LLC$21M
- PRICE T ROWE ASSOCIATES INC /MD/$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 41,595,539 | $10.3B | 14.8% | 2026-Q1 |
| MORGAN STANLEY added | 29,761,929 | $7.4B | 10.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 19,230,808 | $4.8B | 6.9% | 2026-Q1 |
| BlackRock, Inc. added | 10,533,415 | $3.2B | 4.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 9,561,752 | $2.4B | 3.4% | 2026-Q1 |
| Empower Advisory Group, LLC added | 8,590,751 | $2.1B | 3.1% | 2026-Q1 |
| CITIGROUP INC added | 8,469,615 | $2.1B | 3.0% | 2026-Q1 |
| UBS Group AG added | 6,736,561 | $1.7B | 2.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 6,233,175 | $1.5B | 2.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 6,167,466 | $1.5B | 2.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 6,156,648 | $1.5B | 2.1% | 2026-Q1 |
| Treasurer of the State of North Carolina added | 5,913,256 | $1.5B | 2.1% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 4,680,000 | $1.2B | 1.7% | 2026-Q1 |
| BARCLAYS PLC added | 4,676,775 | $1.2B | 1.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 4,358,760 | $1.1B | 1.6% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 4,147,706 | $1.0B | 1.5% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 3,924,227 | $973M | 1.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 3,737,240 | $927M | 1.3% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 3,068,234 | $922M | 1.3% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 3,657,167 | $907M | 1.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 3,474,648 | $862M | 1.2% | 2026-Q1 |
| US BANCORP \DE\ added | 3,465,632 | $859M | 1.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 3,187,467 | $790M | 1.1% | 2026-Q1 |
| FMR LLC trimmed | 2,612,800 | $785M | 1.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 2,984,479 | $740M | 1.1% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | 2,781,000 | $690M | 1.0% | 2026-Q1 |
| M&T Bank Corp added | 2,050,047 | $508M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,005,420 | $497M | 0.7% | 2026-Q1 |
| AIA Group Ltd added | 1,864,118 | $462M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,854,365 | $460M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,783,449 | $442M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers added | 1,758,333 | $436M | 0.6% | 2026-Q1 |
| Catalyst Capital Advisors LLC added | 1,603,667 | $398M | 0.6% | 2026-Q1 |
| Millburn Ridgefield LLC /DE/ added | 1,603,667 | $398M | 0.6% | 2026-Q1 |
| Jump Financial, LLC trimmed | 1,548,574 | $384M | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,476,654 | $366M | 0.5% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 1,144,729 | $344M | 0.5% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 1,381,744 | $343M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 1,182,855 | $293M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,191,917 | $290M | 0.4% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 1,069,445 | $265M | 0.4% | 2026-Q1 |
| Durable Capital Partners LP added | 1,027,614 | $255M | 0.4% | 2026-Q1 |
| MIRAE ASSET SECURITIES (USA) INC. trimmed | 1,015,994 | $252M | 0.4% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 981,679 | $243M | 0.3% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 957,068 | $237M | 0.3% | 2026-Q1 |
| GENDELL JEFFREY L added | 954,068 | $237M | 0.3% | 2026-Q1 |
| SHERMAN PORFOLIOS, LLC added | 920,668 | $228M | 0.3% | 2026-Q1 |
| Valiant Capital Management, L.P. added | 907,801 | $225M | 0.3% | 2026-Q1 |
| Jefferies Financial Group Inc. trimmed | 884,238 | $219M | 0.3% | 2026-Q1 |
| AMG National Trust Bank added | 860,460 | $213M | 0.3% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 787,623 | $195M | 0.3% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 786,519 | $195M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 770,766 | $191M | 0.3% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 708,544 | $176M | 0.3% | 2026-Q1 |
| LBMC INVESTMENT ADVISORS, LLC trimmed | 704,809 | $175M | 0.3% | 2026-Q1 |
| COMMERCE BANK added | 681,630 | $169M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 675,655 | $168M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 642,416 | $159M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 640,121 | $159M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 638,686 | $158M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 629,542 | $156M | 0.2% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 628,228 | $156M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 598,480 | $148M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 486,880 | $146M | 0.2% | 2026-Q2 |
| Walleye Trading LLC added | 586,563 | $145M | 0.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 584,668 | $145M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 580,208 | $144M | 0.2% | 2026-Q1 |
| Creative Planning trimmed | 570,875 | $142M | 0.2% | 2026-Q1 |
| Blackstone Inc. added | 568,199 | $141M | 0.2% | 2026-Q1 |
| Sand Hill Global Advisors, LLC added | 563,866 | $140M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 544,591 | $134M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 535,723 | $133M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC added | 533,865 | $132M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 519,587 | $128M | 0.2% | 2026-Q1 |
| MAI Capital Management added | 508,759 | $126M | 0.2% | 2026-Q1 |
| Jain Global LLC added | 508,313 | $126M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 500,181 | $123M | 0.2% | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO added | 483,271 | $120M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 476,482 | $118M | 0.2% | 2026-Q1 |
| GLENMEDE TRUST CO NA added | 475,398 | $118M | 0.2% | 2026-Q1 |
| BROADWOOD CAPITAL INC | 474,920 | $118M | 0.2% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 464,067 | $115M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 375,066 | $113M | 0.2% | 2026-Q2 |
| USA FINANCIAL FORMULAS added | 435,956 | $108M | 0.2% | 2026-Q1 |
| Cresset Asset Management, LLC trimmed | 427,068 | $106M | 0.2% | 2026-Q1 |
| Stairway Partners, LLC added | 423,642 | $105M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 415,225 | $103M | 0.1% | 2026-Q1 |
| State of New Jersey Common Pension Fund D | 402,418 | $100M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 380,770 | $94M | 0.1% | 2026-Q1 |
| CITIZENS FINANCIAL GROUP INC/RI trimmed | 378,372 | $94M | 0.1% | 2026-Q1 |
| Holocene Advisors, LP added | 5,700,000 | $1.2B | 1.8% | 2025-Q2 stale |
| IMC-Chicago, LLC added | 1,585,486 | $390M | 0.6% | 2025-Q4 stale |
| Varma Mutual Pension Insurance Co added | 1,458,061 | $353M | 0.5% | 2025-Q3 stale |
| Allianz Asset Management GmbH added | 1,173,150 | $289M | 0.4% | 2025-Q4 stale |
| Alaska Permanent Fund Corp added | 1,197,502 | $233M | 0.3% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 916,552 | $198M | 0.3% | 2025-Q2 stale |
| CIBC Private Wealth Group LLC added | 689,771 | $170M | 0.2% | 2025-Q4 stale |
| Parallax Volatility Advisers, L.P. added | 625,766 | $154M | 0.2% | 2025-Q4 stale |
| SYNOVUS FINANCIAL CORP added | 584,336 | $141M | 0.2% | 2025-Q3 stale |
| Glenmede Investment Management, LP trimmed | 432,910 | $105M | 0.2% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.