IWM · iShares Russell 2000 ETF ETF

$296.01 +0.82 (+0.28%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 14

Total Value: $13,637,193,545

Total Shares: 45,389,228

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 14 13F filers · Δ vs Mar 31, 2026

Top Holder

93.1%

+4.9 pts

Top 5

99.9%

+0.6 pts

Top 10

100.0%

−0.0 pts

HHI

8,695

Highly concentrated+874

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +4

Institutional value: +2102.6%

Shares held: +1718.1%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds	Open
Small Range Advisory, LLC	+2,219	11,215
Small TUCKER ASSET MANAGEMENT LLC	+1,275	2,278

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds	Open
Small Advus Financial Partners, LLC	−401	2,593

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega CITADEL ADVISORS LLC	42,245,166	$12,692,560,124
Mega Allianz Asset Management GmbH	2,516,700	$756,142,515
Large Corient Private Wealth LLC	524,135	$157,476,360
Mid Parkside Financial Bank & Trust	33,597	$10,094,218
Small SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co	29,608	$8,895,723

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large M&T Bank Corp	2,200,172	$545,642,656
Mid Dakota Wealth Management	148,165	$36,744,920
Mid Provida Pension Fund Administrator	104,032	$25,799,936
Small BOSTON RESEARCH & MANAGEMENT INC	18,497	$4,587,256
Small Allie Family Office LLC	6,118	$1,517,264

Filter: New 11 Increased 2 Reduced 1 Sold out 7 Unchanged 0

Showing 16 of 16

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

CITADEL ADVISORS LLC IWM

$7,837,779,060

57.47%

26,086,800

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	24,226,300	$7,278,791,835	92.9%	Defined
Held directly	1,860,500	$558,987,225	7.1%	Defined

CITADEL ADVISORS LLC IWM

$4,742,092,485

34.77%

15,783,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	15,171,900	$4,558,397,355	96.1%	Defined
Held directly	611,400	$183,695,130	3.9%	Defined

Allianz Asset Management GmbH IWM

$756,142,515

5.54%

2,516,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Pacific Investment Management Company LLC	2,516,700	$756,142,515	100.0%	Defined

Corient Private Wealth LLC IWM

$157,476,360

1.15%

524,135

CITADEL ADVISORS LLC IWM

$112,688,579

0.83%

375,066

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	132,640	$39,851,688	35.4%	Defined
Held directly	242,426	$72,836,891	64.6%	Defined

Parkside Financial Bank & Trust IWM

$10,094,218

0.07%

33,597

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Parkside Financial Bank & Trust	30,532	$9,173,339	90.9%	Sole
Held directly	3,065	$920,879	9.1%	Defined

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co IWM

$8,895,723

0.07%

29,608

Range Advisory, LLC IWM

$3,369,546

0.02%

11,215

ANCHOR CAPITAL ADVISORS LLC IWM

$3,185,370

0.02%

10,602

HORAN Wealth, LLC IWM

$1,979,064

0.01%

6,587

BROWN, LISLE/CUMMINGS, INC. IWM

$1,148,920

0.01%

3,824

Advus Financial Partners, LLC IWM

$779,066

0.01%

2,593

TUCKER ASSET MANAGEMENT LLC IWM

$684,425

0.01%

2,278

TOBIAS FINANCIAL ADVISORS, INC. IWM

$301,351

0.00%

1,003

Strategic Financial Services, Inc. IWM

$301,050

0.00%

1,002

Second Line Capital, LLC IWM

$275,813

0.00%

918

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manufacturers & Traders Trust Company joint	351,022	$87,053,456	16.0%	Defined
Wilmington Trust Investment Advisors, Inc. joint	149,941	$37,185,368	6.8%	Defined
Wilmington Trust National Association joint	1,197,953	$297,092,344	54.4%	Defined
Wilmington Trust Company	487,755	$120,963,240	22.2%	Defined
Wilmington Trust Investment Management, LLC	13,501	$3,348,248	0.6%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	104,032	$25,799,936	100.0%	Defined