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 2017Engaged CapitalSell-10,1726,000$846
Q2 2017Sequoia Financial AdvisorsBuy2,61430,383$4,282
Q1 2017Sequoia Financial AdvisorsBuy20,36927,769$3,818
Q1 2017Engaged CapitalSell-14,75016,172$2,223
Q1 2017Mairs & Power Growth FundBuy3373,657$503
Q1 2017Matrix Advisors Value FundSell-102,725$375
Q4 2016Engaged CapitalSell-19,70030,922$4,170
Q4 2016Ariel Appreciation FundBuy9,3419,341$1,260
Q4 2016Sequoia Financial AdvisorsBuy5,2717,400$998
Q4 2016Mairs & Power Growth FundSell-2003,320$448
Q4 2016Matrix Advisors Value FundBuy462,735$369
Q3 2016Engaged CapitalBuy11,05350,622$6,288
Q3 2016Sequoia Financial AdvisorsSell-3,1352,129$264
Q3 2016Mairs & Power Growth FundSell-5873,520$437
Q2 2016Engaged CapitalSell-17,22039,569$4,550
Q2 2016Sequoia Financial AdvisorsBuy5,2645,264$605
Q2 2016Mairs & Power Growth FundSell-3654,107$472
Q1 2016Engaged CapitalBuy56,78956,789$6,283
Q1 2016Matrix Advisors Value FundBuy242,689$297
Q4 2015Mairs & Power Growth FundBuy1,9304,472$504
Q4 2015Matrix Advisors Value FundBuy1092,665$300
Q3 2015Matrix Advisors Value FundBuy2552,556$279
Q2 2015Matrix Advisors Value FundBuy4862,301$287
Q1 2015Matrix Advisors Value FundBuy1,8151,815$226
Q2 2014Mairs & Power Growth FundSell-3832,542$302
Q1 2014Mairs & Power Growth FundSell-792,925$340
Q4 2013Mairs & Power Growth FundSell-303,004$347
Q3 2013Mairs & Power Growth FundBuy4003,034$323
Q2 2013Mairs & Power Growth FundBuy2,6342,634$255

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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