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. 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
Q3 2024Matrix Advisors Value FundBuy1410,601$2,341,567
Q2 2024Polen Capital ManagementBuy4,8489,888$2,006,134
Q2 2024Matrix Private Capital GroupBuy6255,134$1,041,637
Q2 2024Sequoia Financial AdvisorsSell-12259,251$12,021,417
Q2 2024Matrix Advisors Value FundBuy5510,587$2,148,000
Q1 2024Durable Capital PartnersSell-659,75666,096$13,899,989
Q1 2024Polen Capital ManagementBuy3,2665,040$1,059,950
Q1 2024Sequoia Financial AdvisorsSell-52559,373$12,486,056
Q1 2024Matrix Private Capital GroupBuy1504,509$948,243
Q1 2024Matrix Advisors Value FundSell-11810,532$2,214,888
Q4 2023Durable Capital PartnersBuy449,134725,852$145,685,755
Q4 2023Alta Fox Capital ManagementBuy86,70086,700$17,401,557
Q4 2023Sequoia Financial AdvisorsBuy4,75059,898$12,022,185
Q4 2023Polen Capital ManagementBuy3861,774$5,171,232
Q4 2023Matrix Advisors Value FundBuy1610,650$2,137,534
Q3 2023Renaissance Technologies LLCSell-36,6001,500$265
Q3 2023Sequoia Financial AdvisorsSell-2,03955,148$9,747,747
Q3 2023Matrix Advisors Value FundSell-22710,634$1,879,510
Q3 2023Matrix Private Capital GroupBuy304,359$774,023
Q2 2023Polen Capital ManagementSell-14,5141,388$259,963
Q2 2023First Eagle U.S. ValueBuy2,5002,500$466,492
Q2 2023Sequoia Financial AdvisorsSell-1,99357,187$10,709,343
Q2 2023Matrix Advisors Value FundBuy9810,861$2,034,000
Q2 2023Matrix Private Capital GroupSell-54,329$810,692
Q1 2023Engaged CapitalBuy11,00029,800$5,316,320
Q1 2023Sequoia Financial AdvisorsSell-2,50959,180$10,557,801
Q1 2023Matrix Advisors Value FundBuy18910,763$1,920,146
Q1 2023Matrix Private Capital GroupSell-244,334$773,186
Q4 2022Durable Capital PartnersSell-212,424276,718$48,248,550
Q4 2022Engaged CapitalSell-22,00018,800$3,277,968

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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