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 quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q2 2021 | Matrix Private Capital Group | Buy | 136 | 4,625 | $1,061 |
| Q2 2021 | Matrix Advisors Value Fund | Buy | 48 | 7,444 | $1,707 |
| Q1 2021 | Engaged Capital | Sell | -36,500 | 12,300 | $2,718 |
| Q1 2021 | Renaissance Technologies LLC | Buy | 7,526 | 9,700 | $2,143 |
| Q1 2021 | Sequoia Financial Advisors | Sell | -5,828 | 186,704 | $41,250 |
| Q1 2021 | Matrix Advisors Value Fund | Buy | 1,182 | 7,396 | $1,634 |
| Q1 2021 | Matrix Private Capital Group | Buy | 520 | 4,489 | $992 |
| Q4 2020 | Sequoia Financial Advisors | Buy | 8,767 | 192,532 | $37,748 |
| Q4 2020 | Engaged Capital | Buy | 5,800 | 48,800 | $9,568 |
| Q4 2020 | Matrix Private Capital Group | Buy | 363 | 3,969 | $778 |
| Q4 2020 | Matrix Advisors Value Fund | Sell | -160 | 6,214 | $1,218 |
| Q3 2020 | Sequoia Financial Advisors | Buy | 183,765 | 183,765 | $27,526 |
| Q3 2020 | Engaged Capital | Buy | 27,000 | 43,000 | $6,441 |
| Q3 2020 | Donald Smith & Co. | Buy | 7,000 | 7,000 | $1,049 |
| Q3 2020 | Matrix Advisors Value Fund | Buy | 716 | 6,374 | $955 |
| Q3 2020 | Matrix Private Capital Group | Buy | 200 | 3,606 | $540 |
| Q2 2020 | Sequoia Financial Advisors | Sell | -36,234 | 0 | $24,789 |
| Q2 2020 | Engaged Capital | Sell | -5,000 | 16,000 | $2,291 |
| Q2 2020 | Matrix Advisors Value Fund | Buy | 696 | 5,658 | $810 |
| Q2 2020 | Matrix Private Capital Group | Buy | 44 | 3,406 | $488 |
| Q1 2020 | Durable Capital Partners | Buy | 1,538,521 | 4,553,535 | $521,198 |
| Q1 2020 | Renaissance Technologies LLC | Sell | -8,826 | 2,174 | $249 |
| Q1 2020 | Sequoia Financial Advisors | Buy | 3,917 | 36,234 | $4,147 |
| Q1 2020 | Matrix Advisors Value Fund | Sell | -390 | 4,962 | $568 |
| Q1 2020 | Matrix Private Capital Group | Buy | 161 | 3,362 | $385 |
| Q4 2019 | Durable Capital Partners | Buy | 3,015,014 | 3,015,014 | $499,497 |
| Q4 2019 | Ariel Appreciation Fund | Buy | 10,200 | 23,900 | $3,960 |
| Q4 2019 | Matrix Private Capital Group | Buy | 3,201 | 3,201 | $530 |
| Q4 2019 | Sequoia Financial Advisors | Buy | 905 | 32,317 | $5,354 |
| Q4 2019 | Matrix Advisors Value Fund | Buy | 476 | 5,352 | $887 |
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.