ISHARES RUSSELL 2000 ETF IWM
$297.58
-0.6% 52w: $223.09 – $300.45
Latest 13F among current holders filed 22 hours ago (Sep 2, 2026)
Price — last 12 months
research preview data223.09261.77300.45
Aug 18, 2025 Jul 2, 2026
Institutional holders
2.6K
-15 QoQ
13F value
$75.85B
+7.8% QoQ
Smart-money holders
171
signal tier ≥ 2
New smart buyers
23
Q1 2026
Options barometer
0.4×
$40.29B calls / $102.51B puts
Institutional value by quarter
Number of holders
Who owns IWM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 41.6M | $10.32B | 0.8% | -4.9% |
| MORGAN STANLEY | Bank broker | 29.8M | $7.38B | 0.4% | +73.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 19.2M | $4.77B | 0.6% | +30.4% |
| BlackRock, Inc. | Index provider | 10.5M | $2.60B | 0.0% | +1.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 9.6M | $2.37B | 0.5% | -21.2% |
| Empower Advisory Group, LLC | Wealth advisor | 8.6M | $2.13B | 5.5% | +1.4% |
| CITIGROUP INC | Bank broker | 8.5M | $2.10B | 1.3% | +166.2% |
| UBS Group AG | Bank broker | 6.7M | $1.67B | 0.3% | +39.6% |
| ROYAL BANK OF CANADA | Bank broker | 6.2M | $1.55B | 0.3% | -21.5% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 6.2M | $1.53B | 1.0% | +24.3% |
| JPMORGAN CHASE & CO | Bank broker | 6.2M | $1.48B | 0.1% | +50.4% |
| Treasurer of the State of North Carolina | Diversified mechanical | 5.9M | $1.47B | — | +191.5% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Diversified mechanical | 4.7M | $1.16B | 1.9% | -5.1% |
| BARCLAYS PLC | Bank broker | 4.7M | $1.16B | 0.4% | +32.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 4.4M | $1.08B | 1.4% | +11.9% |
| NORTHERN TRUST CORP | Index provider | 4.1M | $1.03B | 0.1% | -2.5% |
| HRT FINANCIAL LP | Diversified mechanical | 3.9M | $973.2M | 2.4% | -4.7% |
| LPL Financial LLC | Bank broker | 3.7M | $926.8M | 0.2% | -49.8% |
| Rafferty Asset Management, LLC | Index provider | 3.7M | $907.0M | — | -26.5% |
| BANK OF MONTREAL /CAN/ | Bank broker | 3.5M | $861.7M | 0.4% | -6.7% |
| US BANCORP \DE\ | Wealth advisor | 3.5M | $859.5M | 1.0% | +50.1% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 3.2M | $790.5M | 0.5% | +6.6% |
| JANE STREET GROUP, LLC | Market maker | 3.0M | $740.2M | 0.8% | +55.3% |
| FMR LLC | Long only active | 2.9M | $727.6M | 0.0% | +33.8% |
| CANADA PENSION PLAN INVESTMENT BOARD | Pension sovereign | 2.8M | $689.7M | 0.4% | Held |
| M&T Bank Corp | Diversified mechanical | 2.1M | $508.4M | 1.7% | -8.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.0M | $497.3M | 0.2% | +6.3% |
| AIA Group Ltd | Other | 1.9M | $462.3M | 6.7% | +181.5% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.9M | $459.9M | 0.1% | -2.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.8M | $442.2M | 0.1% | -12.1% |
| Cetera Investment Advisers | Wealth advisor | 1.8M | $436.1M | 0.5% | +2.0% |
| Catalyst Capital Advisors LLC | Wealth advisor | 1.6M | $397.7M | 7.4% | +12.0% |
| Millburn Ridgefield LLC /DE/ | Wealth advisor | 1.6M | $397.7M | 8.6% | +12.0% |
| Jump Financial, LLC | Market maker | 1.5M | $384.0M | 6.3% | -6.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.5M | $366.3M | 0.1% | +7.5% |
| CIBC WORLD MARKET INC. | Diversified mechanical | 1.4M | $342.7M | 0.6% | -26.1% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 1.2M | $293.3M | 0.4% | -6.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 1.2M | $290.4M | 0.1% | +14.7% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 1.1M | $274.8M | 0.2% | +68.3% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 1.1M | $270.3M | 0.1% | +16.8% |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 1.1M | $265.2M | 2.0% | +1.0% |
| Durable Capital Partners LP ★2 | Fundamental diversified | 1.0M | $254.8M | — | +961.8% |
| MIRAE ASSET SECURITIES (USA) INC. | Wealth advisor | 1.0M | $252.0M | 11.9% | -6.5% |
| BROWN ADVISORY INC | Diversified mechanical | 981.7K | $243.5M | 0.4% | -3.6% |
| FIFTH THIRD BANCORP | Diversified mechanical | 957.1K | $237.4M | 0.4% | +61.6% |
| GENDELL JEFFREY L ★2 | Fundamental diversified | 954.1K | $236.6M | — | New |
| SHERMAN PORFOLIOS, LLC | Wealth advisor | 920.7K | $228.3M | 17.5% | +10822.6% |
| Valiant Capital Management, L.P. | Other | 907.8K | $225.1M | 17.7% | +38.1% |
| Jefferies Financial Group Inc. | Diversified mechanical | 884.2K | $219.3M | 2.8% | -48.8% |
| AMG National Trust Bank | Wealth advisor | 860.5K | $213.4M | 4.6% | +4.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.