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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-128,090-7.2%1,655,359$497.35MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+4,717+109.1%9,040$2.72MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-1,922-4.6%39,490$11.86MQ2 2026Sep 23, 2026
Reynders Mcveigh Capital Management, LlcBuy+742—742$223.00Q2 2026Sep 15, 2026
Cherry Tree Wealth Management, LlcSell-144-3.3%4,253$1.28MQ2 2026Sep 15, 2026
Anchor Investment Management, LlcBuy+10+1.1%910$273.56KQ2 2026Sep 15, 2026
Talon Private Wealth, LlcBuy+329+19.2%2,047$615.09KQ2 2026Sep 11, 2026
Manufacturers Life Insurance Company, TheBuy+44,068—44,068$13.24MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcSell-21,085-29.6%50,226$15.09MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-3,715-10.0%33,597$10.09MQ2 2026Sep 04, 2026
Anchor Capital Advisors LlcBuy+13+0.1%10,602$3.19MQ2 2026Sep 03, 2026
Citadel Advisors LlcSell-266,162-41.5%375,066$112.69MQ2 2026Sep 02, 2026
Second Line Capital, LlcSell-2-0.2%918$275.69KQ2 2026Sep 02, 2026
Provida Pension Fund AdministratorSell-104,032-100.0%0$0.00Q2 2026Aug 28, 2026
Corient Private Wealth LlcBuy+23,954+4.8%524,135$157.48MQ2 2026Aug 27, 2026
Shepherd Wealth Management Ltd Liability CoBuy+8,480+40.1%29,608$8.90MQ2 2026Aug 27, 2026
Horan Wealth, LlcBuy+177+2.8%6,587$1.98MQ2 2026Aug 26, 2026
Strategic Financial Services, Inc.Sell-5-0.5%1,002$301.05KQ2 2026Aug 24, 2026
West Michigan Advisors, LlcSell-170-12.7%1,171$351.83KQ2 2026Aug 21, 2026
Bernard Wealth Management Corp.Sell-56-0.9%5,881$1.77MQ2 2026Aug 21, 2026
Rehmann Capital Advisory GroupBuy+1,062+5.2%21,314$6.40MQ2 2026Aug 20, 2026
Forefront Wealth Partners, LlcBuy+673—673$202.22KQ2 2026Aug 20, 2026
Gill Capital Partners, LlcSell-71-11.7%538$161.64KQ2 2026Aug 20, 2026
Clifford Swan Investment Counsel LlcBuy+6+0.3%2,094$629.14KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+18,046+3.5%537,633$161.53MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoBuy+3,529+1.8%202,126$60.73MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+1,403+5.1%28,997$8.71MQ2 2026Aug 19, 2026
Archer Investment CorpSell-387-3.0%12,333$3.71MQ2 2026Aug 19, 2026
49 Wealth Management, LlcBuy+56,946+3652.7%58,505$17.58MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcSell-32,023-19.4%132,878$39.92MQ2 2026Aug 18, 2026
Showing 30 of 2,289

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.