ISHARES RUSSELL 2000 ETF (IWM) Institutional Ownership Changes & 13F Activity

ISHARES RUSSELL 2000 ETF (IWM) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Durable Capital Partners, Sequoia Financial Advisors, Matrix Private Capital Group, Matrix Advisors Value Fund, and Renaissance Technologies LLC.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2022Vulcan Value PartnersBuy18,45229,752$5,034
Q4 2022Sequoia Financial AdvisorsSell-8,82061,689$10,756,018
Q4 2022Polen Capital ManagementBuy2,57715,902$2,772,673
Q4 2022Matrix Advisors Value FundBuy1,68610,574$1,843,677
Q4 2022Matrix Private Capital GroupSell-3804,358$759,861
Q3 2022Engaged CapitalBuy27,40040,800$6,729
Q3 2022Sequoia Financial AdvisorsSell-21,12370,509$11,629
Q3 2022Polen Capital ManagementBuy12,11013,325$2,198
Q3 2022Matrix Private Capital GroupSell-644,738$781
Q3 2022Matrix Advisors Value FundSell-238,888$1,466
Q2 2022Sequoia Financial AdvisorsSell-221,36991,632$15,519
Q2 2022Renaissance Technologies LLCBuy16,80038,100$6,453
Q2 2022Matrix Advisors Value FundBuy1,4158,911$1,509
Q2 2022Matrix Private Capital GroupBuy1034,802$813
Q1 2022Durable Capital PartnersSell-4,064,393489,142$100,406
Q1 2022Sequoia Financial AdvisorsBuy85,514313,001$64,250
Q1 2022Renaissance Technologies LLCBuy11,60021,300$4,372
Q1 2022Matrix Advisors Value FundBuy1,3117,496$1,539
Q1 2022Polen Capital ManagementBuy1,2151,215$249
Q1 2022Matrix Private Capital GroupSell-4904,699$965
Q4 2021Sequoia Financial AdvisorsBuy141,953227,487$50,604
Q4 2021Matrix Advisors Value FundSell-1,5686,185$1,376
Q4 2021Matrix Private Capital GroupBuy5235,189$1,154
Q3 2021Sequoia Financial AdvisorsSell-118,51485,534$18,711
Q3 2021Engaged CapitalSell-20,90013,400$2,931
Q3 2021Matrix Advisors Value FundBuy3097,753$1,696
Q3 2021Matrix Private Capital GroupBuy414,666$1,021
Q2 2021Engaged CapitalBuy22,00034,300$7,867
Q2 2021Sequoia Financial AdvisorsBuy17,344204,048$46,802
Q2 2021Disciplined Growth InvestorsBuy927927$213

Frequently asked questions about IWM activity

  • Which institutional owners are buying IWM?

    Institutional owners buying IWM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IWM activity?

    "Buy" means an investor increased their reported position in IWM compared to the prior reporting period. This reflects growing exposure to ISHARES RUSSELL 2000 ETF (IWM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IWM increasing?

    Institutional interest in IWM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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