ISHARES RUSSELL 2000 ETF (IWM) Institutional Ownership
IWM is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $270.44M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Durable Capital Partners, which reported ownership valued at approximately $254.85M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Durable Capital Partners's IWM position is now estimated to be worth approximately $303.47M, representing an estimated gain of +19.08% since the filing period.
Major shareholders tracked on this page include Durable Capital Partners, Sequoia Financial Advisors, Matrix Advisors Value Fund, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks institutional position trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ISHARES RUSSELL 2000 ETF (IWM).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 4 | $270,438,558 | 1,090,478 |
| Q4 2025 | 4 | $38,521,996 | 156,491 |
| Q3 2025 | 3 | $15,119,507 | 62,487 |
| Q2 2025 | 4 | $575,215,701 | 2,665,626 |
| Q1 2025 | 6 | $281,473,394 | 1,410,965 |
| Q4 2024 | 5 | $208,170,703 | 942,120 |
| Q3 2024 | 5 | $280,625,869 | 1,270,432 |
| Q2 2024 | 4 | $17,217,188 | 84,860 |
| Q1 2024 | 5 | $30,609,126 | 145,550 |
| Q4 2023 | 6 | $183,293,158 | 889,233 |
| Q3 2023 | 5 | $61,308,684 | 348,359 |
| Q2 2023 | 6 | $66,101,470 | 352,983 |
Related IWM Institutional Insights:
- IWM Institutional Ownership & Insiders Activity
- IWM Institutional Ownership & 13F Activity
- IWM Top Institutional Shareholders
- IWM Institutional Buying Activity
- IWM Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- IWM Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings