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-Q2 13F filings (latest filed 2026-09-02). 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: 1150 added or opened and 259 trimmed or exited — on balance accumulating.
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 0.7% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 0.2pp 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 2026-Q1 and 2026-Q2, across 2631 tracked filers holding IWM, 1066 increased or opened the position and 1268 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 108
- OLD MISSION CAPITAL LLC$105M
- Alphadyne Asset Management LP$88M
- Woodline Partners LP$72M
- USA FINANCIAL FORMULAS$62M
- Cinctive Capital Management LP$53M
- CREDIT AGRICOLE S A$41M
Full exits 135
- Treasurer of the State of North Carolina$1.5B
- HRT FINANCIAL LP$973M
- Durable Capital Partners LP$255M
- GENDELL JEFFREY L$237M
- HighTower Advisors, LLC$159M
- SG Americas Securities, LLC$132M
Largest adds
- WELLS FARGO & COMPANY/MN$1.2B
- BlackRock, Inc.$681M
- WELLINGTON MANAGEMENT GROUP LLP$653M
- GOLDMAN SACHS GROUP INC$609M
- BNP PARIBAS FINANCIAL MARKETS$595M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$530M
Largest trims
- MORGAN STANLEY$1.8B
- CITIGROUP INC$865M
- JPMORGAN CHASE & CO$468M
- AIA Group Ltd$421M
- D. E. Shaw & Co., Inc.$256M
- Jump Financial, LLC$252M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 35,580,461 | $10.7B | 15.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 18,693,662 | $5.6B | 8.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 17,901,802 | $5.4B | 7.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 11,796,516 | $3.5B | 5.2% | 2026-Q2 |
| BlackRock, Inc. added | 10,533,415 | $3.2B | 4.6% | 2026-Q2 |
| Empower Advisory Group, LLC trimmed | 7,928,734 | $2.4B | 3.5% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 7,071,360 | $2.1B | 3.1% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 5,627,000 | $1.7B | 2.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 5,185,113 | $1.6B | 2.3% | 2026-Q2 |
| UBS Group AG trimmed | 5,127,567 | $1.5B | 2.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 4,974,054 | $1.5B | 2.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 4,406,597 | $1.3B | 1.9% | 2026-Q2 |
| BARCLAYS PLC trimmed | 4,198,783 | $1.3B | 1.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 4,154,041 | $1.2B | 1.8% | 2026-Q2 |
| CITIGROUP INC trimmed | 4,112,214 | $1.2B | 1.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 3,732,504 | $1.1B | 1.6% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 3,410,936 | $1.0B | 1.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 3,368,229 | $1.0B | 1.5% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 3,330,976 | $1.0B | 1.5% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 3,068,234 | $922M | 1.4% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD | 2,781,000 | $836M | 1.2% | 2026-Q2 |
| FMR LLC trimmed | 2,612,800 | $785M | 1.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 2,278,718 | $685M | 1.0% | 2026-Q2 |
| M&T Bank Corp added | 2,186,976 | $657M | 1.0% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 2,129,304 | $640M | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,056,250 | $618M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,824,128 | $548M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 1,776,101 | $534M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,655,359 | $497M | 0.7% | 2026-Q2 |
| Catalyst Capital Advisors LLC trimmed | 1,491,304 | $448M | 0.7% | 2026-Q2 |
| Millburn Ridgefield LLC /DE/ trimmed | 1,491,304 | $448M | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 1,451,478 | $435M | 0.6% | 2026-Q2 |
| Jefferies Financial Group Inc. added | 1,263,132 | $380M | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,211,945 | $363M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 1,150,784 | $346M | 0.5% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 1,144,729 | $344M | 0.5% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 1,080,574 | $325M | 0.5% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 942,299 | $283M | 0.4% | 2026-Q2 |
| True Freedom Investing, LLC trimmed | 904,461 | $224M | 0.3% | 2026-Q2 |
| Ensign Peak Advisors, Inc added | 892,577 | $268M | 0.4% | 2026-Q2 |
| Valiant Capital Management, L.P. trimmed | 863,141 | $259M | 0.4% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 860,024 | $258M | 0.4% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO added | 832,435 | $250M | 0.4% | 2026-Q2 |
| Pathstone Holdings, LLC added | 827,314 | $249M | 0.4% | 2026-Q2 |
| AMG National Trust Bank trimmed | 823,139 | $247M | 0.4% | 2026-Q2 |
| Mariner, LLC added | 799,545 | $240M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 781,614 | $235M | 0.3% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 775,413 | $233M | 0.3% | 2026-Q2 |
| PINKERTON WEALTH, LLC added | 751,445 | $186M | 0.3% | 2026-Q2 |
| MIRAE ASSET SECURITIES (USA) INC. trimmed | 722,143 | $217M | 0.3% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 716,347 | $215M | 0.3% | 2026-Q2 |
| LBMC INVESTMENT ADVISORS, LLC trimmed | 702,868 | $211M | 0.3% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 701,051 | $211M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 699,431 | $210M | 0.3% | 2026-Q2 |
| COMMERCE BANK added | 688,092 | $207M | 0.3% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 673,015 | $202M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 632,247 | $190M | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 626,703 | $188M | 0.3% | 2026-Q2 |
| Cerity Partners LLC added | 592,421 | $178M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 569,114 | $171M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 567,640 | $171M | 0.3% | 2026-Q2 |
| Creative Planning trimmed | 561,917 | $169M | 0.2% | 2026-Q2 |
| MAI Capital Management added | 555,936 | $167M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 546,932 | $136M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 537,633 | $162M | 0.2% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 536,810 | $161M | 0.2% | 2026-Q2 |
| TORONTO DOMINION BANK added | 521,038 | $157M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 512,345 | $154M | 0.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 499,146 | $150M | 0.2% | 2026-Q2 |
| GLENMEDE TRUST CO NA added | 488,604 | $147M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 486,880 | $146M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 481,661 | $145M | 0.2% | 2026-Q2 |
| Sand Hill Global Advisors, LLC trimmed | 481,468 | $145M | 0.2% | 2026-Q2 |
| BROADWOOD CAPITAL INC | 474,920 | $143M | 0.2% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed | 450,354 | $135M | 0.2% | 2026-Q2 |
| Jump Financial, LLC trimmed | 440,421 | $132M | 0.2% | 2026-Q2 |
| Cresset Asset Management, LLC added | 432,154 | $130M | 0.2% | 2026-Q2 |
| Stairway Partners, LLC trimmed | 411,691 | $124M | 0.2% | 2026-Q2 |
| State of New Jersey Common Pension Fund D | 402,418 | $121M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 377,742 | $113M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 375,066 | $113M | 0.2% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI trimmed | 374,893 | $113M | 0.2% | 2026-Q2 |
| Accredited Investors Inc. added | 365,770 | $110M | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 348,840 | $105M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 339,731 | $102M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 338,229 | $102M | 0.1% | 2026-Q2 |
| National Philanthropic Trust added | 333,772 | $100M | 0.1% | 2026-Q2 |
| WASHINGTON TRUST Co trimmed | 306,791 | $92M | 0.1% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC trimmed | 303,252 | $91M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 302,033 | $91M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 299,385 | $90M | 0.1% | 2026-Q2 |
| WHITTIER TRUST CO added | 298,623 | $89M | 0.1% | 2026-Q2 |
| Alphadyne Asset Management LP added | 294,461 | $88M | 0.1% | 2026-Q2 |
| Angeles Investment Advisors, LLC added | 280,081 | $84M | 0.1% | 2026-Q2 |
| REGIONS FINANCIAL CORP trimmed | 279,006 | $84M | 0.1% | 2026-Q2 |
| Arvest Bank Trust Division trimmed | 269,433 | $81M | 0.1% | 2026-Q2 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed | 267,097 | $80M | 0.1% | 2026-Q2 |
| Brookstone Capital Management added | 266,352 | $80M | 0.1% | 2026-Q2 |
| All Terrain Financial Advisors, LLC added | 265,529 | $80M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 253,000 | $76M | 0.1% | 2026-Q2 |
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.