iShares Russell 2000 ETF (IWM): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
25 concentrated managers hold it (+2 vs last quarter) with a median weight of 0.1%.
Quarter flow (concentrated managers)
Change in managers (23 → 25): 5 opened · 3 exited = +2
Net flow in the quarter: −$367M (−1.2 M shares) · bought $9.9M and sold $377MShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
The set of concentrated managers changed between quarters: with the set as it was then, 21 held it last quarter (the chart point); with today's set, 23 (the base for the change).
Concentrated managers holding it
- Broadwood Capital$143M7.5%
- Impactive CapitalReduced$31.0M2.2%−3.2 pp
- Engine Capital Management$12.8M1.2%
- Ramsay, Stattman, Vela & PriceReduced$9.4M1.7%−0.1 pp
- California First Leasing$8.9M1.9%
- Mount Capital$6.9M2.6%
- Grandeur Peak Global AdvisorsNew$2.8M0.6%+0.6 pp
- Gardner Lewis Asset Management$2.5M0.6%
- Barbara OilNew$1.3M0.4%+0.4 pp
- NWK GroupReduced$952K0.3%−0.0 pp
- Drexel Morgan$861K0.1%
- M. Kraus$849K0.2%
- East Coast Asset Management$840K0.1%
- WealthBridge Investment Counsel$430K0.1%
- Birmingham Capital Management$327K0.1%
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Other relevant holders
Filers with $100M or more in the stock that do not count as concentrated managers because of their type: they are left out of the counts, the consensus and the accumulation.
- Treasurer of the State of North CarolinaPension or sovereign fund$1.8 bn4.6%
- Healthcare of Ontario Pension Plan Trust FundPension or sovereign fund$1.7 bn2.4%
- Canada Pension Plan Investment BoardPension or sovereign fund$836M0.5%
- Ensign Peak AdvisorsFoundation or endowment$268M0.4%
- State of New Jersey Common Pension Fund DPension or sovereign fund$121M0.4%
Largest holders of IWM (all 13F filers)
- Bank of America35.6 MBank or trading desk−6.0 M
- Morgan Stanley18.7 MBank or trading desk−11.1 M
- Goldman Sachs Group17.9 MBank or trading desk−1.3 M
- Wells Fargo11.8 MBank or trading desk+2.2 M
- BlackRock10.5 MIndex manager+36 K
- Empower Advisory Group7.9 MWealth adviser−662 K
- BNP Paribas Financial Markets7.1 MBank or trading desk+904 K
- Treasurer of the State of North Carolina5.9 MPension or sovereign fund+15 K
- Healthcare of Ontario Pension Plan Trust Fund5.6 MPension or sovereign fund+947 K
- Royal Bank of Canada5.2 MBank or trading desk−1.0 M
- Shares
- 35.6 M
- Change
- −6.0 M
See more
- Type
- Bank or trading desk
- Value
- $10.7 bn
- Shares
- 18.7 M
- Change
- −11.1 M
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- Type
- Bank or trading desk
- Value
- $5.6 bn
- Shares
- 17.9 M
- Change
- −1.3 M
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- Type
- Bank or trading desk
- Value
- $5.4 bn
- Shares
- 11.8 M
- Change
- +2.2 M
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- Type
- Bank or trading desk
- Value
- $3.5 bn
- Shares
- 10.5 M
- Change
- +36 K
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- Type
- Index manager
- Value
- $3.2 bn
- Shares
- 7.9 M
- Change
- −662 K
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- Type
- Wealth adviser
- Value
- $2.4 bn
- Shares
- 7.1 M
- Change
- +904 K
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- Type
- Bank or trading desk
- Value
- $2.1 bn
- Shares
- 5.9 M
- Change
- +15 K
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- Type
- Pension or sovereign fund
- Value
- $1.8 bn
- Shares
- 5.6 M
- Change
- +947 K
See more
- Type
- Pension or sovereign fund
- Value
- $1.7 bn
- Shares
- 5.2 M
- Change
- −1.0 M
See more
- Type
- Bank or trading desk
- Value
- $1.6 bn
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Well-known investors with options on this stock
The 13F does not say whether the option is bought or written, nor its strike or expiry. It may be a hedge. It is not added to the portfolio. The figure is the value of the underlying shares (notional), not the premium paid. Well-known investors only: among all 13F filers, most options belong to market makers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗