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 Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Citadel Advisors Llc, Envestnet Asset Management Inc, Provida Pension Fund Administrator, 49 Wealth Management, Llc, and Manufacturers Life Insurance Company, The.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -128,090 | -7.2% | 1,655,359 | $497.35M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +4,717 | +109.1% | 9,040 | $2.72M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -1,922 | -4.6% | 39,490 | $11.86M | Q2 2026 | Sep 23, 2026 |
| Reynders Mcveigh Capital Management, Llc | Buy | +742 | — | 742 | $223.00 | Q2 2026 | Sep 15, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -144 | -3.3% | 4,253 | $1.28M | Q2 2026 | Sep 15, 2026 |
| Anchor Investment Management, Llc | Buy | +10 | +1.1% | 910 | $273.56K | Q2 2026 | Sep 15, 2026 |
| Talon Private Wealth, Llc | Buy | +329 | +19.2% | 2,047 | $615.09K | Q2 2026 | Sep 11, 2026 |
| Manufacturers Life Insurance Company, The | Buy | +44,068 | — | 44,068 | $13.24M | Q2 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Sell | -21,085 | -29.6% | 50,226 | $15.09M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -3,715 | -10.0% | 33,597 | $10.09M | Q2 2026 | Sep 04, 2026 |
| Anchor Capital Advisors Llc | Buy | +13 | +0.1% | 10,602 | $3.19M | Q2 2026 | Sep 03, 2026 |
| Citadel Advisors Llc | Sell | -266,162 | -41.5% | 375,066 | $112.69M | Q2 2026 | Sep 02, 2026 |
| Second Line Capital, Llc | Sell | -2 | -0.2% | 918 | $275.69K | Q2 2026 | Sep 02, 2026 |
| Provida Pension Fund Administrator | Sell | -104,032 | -100.0% | 0 | $0.00 | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Buy | +23,954 | +4.8% | 524,135 | $157.48M | Q2 2026 | Aug 27, 2026 |
| Shepherd Wealth Management Ltd Liability Co | Buy | +8,480 | +40.1% | 29,608 | $8.90M | Q2 2026 | Aug 27, 2026 |
| Horan Wealth, Llc | Buy | +177 | +2.8% | 6,587 | $1.98M | Q2 2026 | Aug 26, 2026 |
| Strategic Financial Services, Inc. | Sell | -5 | -0.5% | 1,002 | $301.05K | Q2 2026 | Aug 24, 2026 |
| West Michigan Advisors, Llc | Sell | -170 | -12.7% | 1,171 | $351.83K | Q2 2026 | Aug 21, 2026 |
| Bernard Wealth Management Corp. | Sell | -56 | -0.9% | 5,881 | $1.77M | Q2 2026 | Aug 21, 2026 |
| Rehmann Capital Advisory Group | Buy | +1,062 | +5.2% | 21,314 | $6.40M | Q2 2026 | Aug 20, 2026 |
| Forefront Wealth Partners, Llc | Buy | +673 | — | 673 | $202.22K | Q2 2026 | Aug 20, 2026 |
| Gill Capital Partners, Llc | Sell | -71 | -11.7% | 538 | $161.64K | Q2 2026 | Aug 20, 2026 |
| Clifford Swan Investment Counsel Llc | Buy | +6 | +0.3% | 2,094 | $629.14K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +18,046 | +3.5% | 537,633 | $161.53M | Q2 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Buy | +3,529 | +1.8% | 202,126 | $60.73M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +1,403 | +5.1% | 28,997 | $8.71M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -387 | -3.0% | 12,333 | $3.71M | Q2 2026 | Aug 19, 2026 |
| 49 Wealth Management, Llc | Buy | +56,946 | +3652.7% | 58,505 | $17.58M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -32,023 | -19.4% | 132,878 | $39.92M | Q2 2026 | Aug 18, 2026 |
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.