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
Q2 2021Matrix Private Capital GroupBuy1364,625$1,061
Q2 2021Matrix Advisors Value FundBuy487,444$1,707
Q1 2021Engaged CapitalSell-36,50012,300$2,718
Q1 2021Renaissance Technologies LLCBuy7,5269,700$2,143
Q1 2021Sequoia Financial AdvisorsSell-5,828186,704$41,250
Q1 2021Matrix Advisors Value FundBuy1,1827,396$1,634
Q1 2021Matrix Private Capital GroupBuy5204,489$992
Q4 2020Sequoia Financial AdvisorsBuy8,767192,532$37,748
Q4 2020Engaged CapitalBuy5,80048,800$9,568
Q4 2020Matrix Private Capital GroupBuy3633,969$778
Q4 2020Matrix Advisors Value FundSell-1606,214$1,218
Q3 2020Sequoia Financial AdvisorsBuy183,765183,765$27,526
Q3 2020Engaged CapitalBuy27,00043,000$6,441
Q3 2020Donald Smith & Co.Buy7,0007,000$1,049
Q3 2020Matrix Advisors Value FundBuy7166,374$955
Q3 2020Matrix Private Capital GroupBuy2003,606$540
Q2 2020Sequoia Financial AdvisorsSell-36,2340$24,789
Q2 2020Engaged CapitalSell-5,00016,000$2,291
Q2 2020Matrix Advisors Value FundBuy6965,658$810
Q2 2020Matrix Private Capital GroupBuy443,406$488
Q1 2020Durable Capital PartnersBuy1,538,5214,553,535$521,198
Q1 2020Renaissance Technologies LLCSell-8,8262,174$249
Q1 2020Sequoia Financial AdvisorsBuy3,91736,234$4,147
Q1 2020Matrix Advisors Value FundSell-3904,962$568
Q1 2020Matrix Private Capital GroupBuy1613,362$385
Q4 2019Durable Capital PartnersBuy3,015,0143,015,014$499,497
Q4 2019Ariel Appreciation FundBuy10,20023,900$3,960
Q4 2019Matrix Private Capital GroupBuy3,2013,201$530
Q4 2019Sequoia Financial AdvisorsBuy90532,317$5,354
Q4 2019Matrix Advisors Value FundBuy4765,352$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.

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