IWM

Ishares Russell 2000 ETFETF
UnclassifiedUSCUSIP 464287655◍ Confluence graph
Tracked 13F Holders
2450
-169 QoQ
13F Value (tracked)
$74.4B
13F Moves · latest Q
19 added
16 trimmed
Recent Filings
0

Who owns IWM?

2450 tracked 13F filers

2450 tracked 13F filers disclose a position in IWM as of the latest SEC 13F filings, a combined $74.4B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

7 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BANK OF AMERICA CORP /DE/
$10.3B
41.6M
−4.9%
Reduced · −2.2M sh
Q1 2026
2MORGAN STANLEY
$7.4B
29.8M
+74%
Added · +12.6M sh
Q1 2026
3GOLDMAN SACHS GROUP INC
$4.8B
19.2M
+30%
Added · +4.5M sh
Q1 2026
4BlackRock, Inc.
$2.6B
10.5M
+1.5%
Added · +160K sh
Q1 2026
5WELLS FARGO & COMPANY/MN
$2.4B
9.6M
−21%
Reduced · −2.6M sh
Q1 2026
6CITIGROUP INC
$2.1B
8.5M
+166%
Added · +5.3M sh
Q1 2026
7Empower Advisory Group, LLC
$2.4B
7.9M
−7.7%
Reduced · −662K sh
Q2 2026
8UBS Group AG
$1.7B
6.7M
+40%
Added · +1.9M sh
Q1 2026
9ROYAL BANK OF CANADA
$1.5B
6.2M
−21%
Reduced · −1.7M sh
Q1 2026
10BNP PARIBAS FINANCIAL MARKETS
$1.5B
6.2M
+24%
Added · +1.2M sh
Q1 2026
11JPMORGAN CHASE & CO
$1.5B
6.2M
+50%
Added · +2.1M sh
Q1 2026
12HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
$1.2B
4.7M
−5.0%
Reduced · −249K sh
Q1 2026
13BARCLAYS PLC
$1.2B
4.7M
+32%
Added · +1.1M sh
Q1 2026
14SUSQUEHANNA INTERNATIONAL GROUP, LLP
$1.1B
4.4M
+12%
Added · +462K sh
Q1 2026
15NORTHERN TRUST CORP
$1.0B
4.1M
−2.5%
Reduced · −105K sh
Q1 2026
16LPL Financial LLC
$926.8M
3.7M
−50%
Reduced · −3.7M sh
Q1 2026
17BANK OF MONTREAL /CAN/
$861.7M
3.5M
−6.7%
Reduced · −248K sh
Q1 2026
18US BANCORP \DE\
$859.5M
3.5M
+50%
Added · +1.2M sh
Q1 2026
19Rafferty Asset Management, LLC
$1.0B
3.4M
−6.7%
Reduced · −246K sh
Q2 2026
20PNC FINANCIAL SERVICES GROUP, INC.
$790.5M
3.2M
+6.6%
Added · +197K sh
Q1 2026
21JANE STREET GROUP, LLC
$740.2M
3.0M
+55%
Added · +1.1M sh
Q1 2026
22FMR LLC
$727.6M
2.9M
+34%
Added · +741K sh
Q1 2026
23CANADA PENSION PLAN INVESTMENT BOARD
$689.7M
2.8M
Held
Q1 2026
24M&T BANK CORP
$508.4M
2.1M
−8.1%
Reduced · −180K sh
Q1 2026
25RAYMOND JAMES FINANCIAL INC
$497.3M
2.0M
+6.3%
Added · +119K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is IWM being bought or sold by institutions?

Last quarter, 3 funds opened a new position in IWM and 16 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
16
funds
Reduced
16
funds
Exited
0
funds

Funds that own IWM also own

CompanyCo-held byCombined value
APPLE INCAAPL1543 funds$295.3B
MICROSOFT CORPMSFT1540 funds$263.3B
AMAZON.COM INCAMZN1510 funds$192.9B
NVIDIA CORPNVDA1498 funds$360.1B
ALPHABET INC-CL AGOOGL1486 funds$176.7B
SS SPDR S&P 500 ETF TRUST-USSPY1469 funds$59.5B
ALPHABET INC-CL CGOOG1425 funds$120.0B
JPMORGAN CHASE & COJPM1422 funds$73.8B
BERKSHIRE HATHAWAY INC-CL BBRK/B1381 funds$42.9B
META PLATFORMS INC-CLASS AMETA1369 funds$105.6B
BROADCOM INCAVGO1344 funds$143.8B
JOHNSON & JOHNSONJNJ1335 funds$46.8B

Ranked by how many of IWM's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

2041 funds+602 since Q3 2024
011052210Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $16.0B · 7 values withheld

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Keep exploring

Connected entities for IWM

Browse more

Build

Ask your agent what changed in IWM

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/IWM/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for IWM.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IWM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.