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IWM · iShares Russell 2000 ETF · Holdings ETF

Alerts for IWM
$276.53 +0.75 (+0.27%)
Volume · Oct 21 6.61M Avg daily vol (3M) 22.01M

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.

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.
Holders: 668
Total Value: $323,707,695
Total Shares: 12,353,446
Showing 1–100 of 679 holdings by value · page 1 of 7

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 668 13F filers · Δ vs Jun 30, 2026
Top Holder
20.3%
Dec 2023 → Sep 2026 · range 20.3% – 95.2%
−28.7 pts
Top 5
42.8%
Dec 2023 → Sep 2026 · range 42.8% – 99.9%
−18.8 pts
Top 10
56.5%
Dec 2023 → Sep 2026 · range 56.5% – 100.0%
−13.7 pts
HHI
630
Dec 2023 → Sep 2026 · range 630 – 9,073
Broadly held−1,845

Who Holds IWM

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 2,744 filers, like-for-like change -8.8%; actively managed books -6.2%; index-like books -16.5%.

Holder type Share Filers Change
Registered adviser 21.0% 1,885 +0.7%
Exempt adviser 0.1% 8 +35.0%
Adviser 1.4% 20 -18.1%
Bank 34.0% 60 -12.6%
Insurer 0.1% 5 +0.3%
Broker-dealer 1.3% 2 -0.4%
Benefit plan 0.0% 3 -21.3%
Non-US 5.7% 9 +13.0%
Holding company 19.8% 12 -15.9%
Unknown 16.7% 740 -8.2%

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 37 holders with no observed 2026-03-31 13F and 42 holders with no observed 2026-06-30 13F. Compared across CIK changes: 4 filers continue as Evelyn Partners Group Ltd.

Conviction and Crowding

2,744 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
842
30.7% of filers hold it in their top 10
Mar 31, 2026: 6
Holders above 5%
42
median weight 0.237%
Mar 31, 2026: 0
Crowding
—
shares outstanding is an issuer-wide count, not one listing's
Private-fund advisers
—
of shares outstanding
Institutional ownership
—
shares outstanding is an issuer-wide count, not one listing's
Top 10 holders
45.2%
of 13F shares, Herfindahl 0.034
Active holders
-6.2%
like-for-like share change of active filers
5% stakes on record
0
0 13D, 0 13G
How long holders have held it value-weighted 19.4 quarters
Under 1 year 15.0% 1 to 3 years 13.2% 3 years or more 71.7% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net sellers of $59,489 (0 buying, 1 selling).

Fund Ownership of IWM by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 8,925,213 shares.

Fund type Shares
Index funds 18,624
Index ETFs 8,906,589
Active ETFs 42,509
Active funds 178,487
Unclassified 28,961
All registered funds 9,175,170
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Quarterly Activity

vs Jun 30, 2026
New
19
Increased
204
Decreased
268
Sold Out
34
Unchanged
171

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -2,162
Institutional value: -98.1%
Shares held: -98.6%

Top Buyers

vs Jun 30, 2026
Institution Added Now Holds Open

Top Sellers

vs Jun 30, 2026
Institution Sold Now Holds Open

Top New Positions

vs Jun 30, 2026
Institution Acquired Value (USD) Open

Top Sold-Out Positions

vs Jun 30, 2026
Institution Previously Held Last Value (USD) Open
Showing 100 of 679
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Holder Value (USD) % of 13F Shares Open

Showing the top 100 of 679 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.