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IWM — ISHARES TR

Reported value held$87.92B
Funds holding (latest)53
Sector—
Funds holding (Q2 2026)35
Institutional value$87.12B · 290.03M sh
New / Add / Cut / Exit2 / 11 / 18 / 3
Top-5 / Top-10 concentration63.3% / 89.6%
Institutional holdings change Reducing -6.8% (-21.10M sh)
Institutional value change Up +13.1%

As of Q2 2026, 35 SEC-registered investment managers reported holding IWM (ISHARES TR) in their latest 13F filings, with a combined reported value of $87.12B across 290.03M shares. That is -6.8% by share count (-21.10M shares) versus the previous quarter, while reported value moved +13.1%. Ownership is concentrated: the five largest holders account for 63.3% of reported value and the top ten for 89.6%.

Compared with the prior quarter, 2 opened new positions, 11 added to existing stakes, 18 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Millennium Management history Q2 2026 48.29M $14.51B 5.58% Reduce
Citadel Advisors history Q2 2026 42.25M $12.69B 1.50% Add
Bank of America Corp history Q2 2026 35.58M $10.69B 0.71% Reduce
Citigroup Inc history Q2 2026 29.58M $8.89B 3.10% Reduce
Wells Fargo & Co history Q2 2026 27.95M $8.40B 1.42% Add
Goldman Sachs Group history Q2 2026 25.71M $7.73B 0.70% Reduce
Morgan Stanley history Q2 2026 18.69M $5.62B 0.31% Reduce
UBS Group AG history Q2 2026 15.76M $4.74B 0.64% Reduce
BlackRock Inc history Q2 2026 10.85M $3.26B 0.05% Reduce
Balyasny Asset Management history Q2 2026 5.06M $1.52B 1.99% Reduce
Northern Trust Corp history Q2 2026 4.15M $1.25B 0.14% Hold
JPMorgan Chase & Co history Q2 2026 3.37M $1.01B 0.12% New
PNC Financial Services history Q2 2026 3.33M $1.00B 0.50% Add
Wellington Management Group history Q2 2026 3.16M $940.18M 0.17% Add
Davidson Kempner Capital Management history Q2 2026 2.92M $877.31M 11.60% Add
CPP Investments history Q2 2026 2.78M $835.55M 0.46% Hold
Fidelity Management & Research (FMR) history Q2 2026 2.61M $785.02M 0.04% Reduce
Point72 Asset Management history Q2 2026 2.02M $606.64M 0.70% Add
BNY Mellon history Q2 2026 1.87M $563.05M 0.09% Reduce
Two Sigma Investments history Q2 2026 1.46M $440.10M 0.34% Add

View all 53 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Millennium Management 23.44M 29.95M 35.85M 44.80M 48.50M 41.19M 62.44M 57.41M 48.22M 56.78M 59.88M 46.63M 44.80M 40.66M 37.12M 33.64M 45.93M 46.96M 52.83M 48.29M
Citadel Advisors 34.44M 38.68M 27.44M 41.44M 62.31M 59.35M 74.74M 79.50M 73.95M 76.57M 78.53M 68.26M 65.03M 53.70M 61.86M 54.47M 47.44M 41.87M 36.93M 42.25M
Bank of America Corp 62.24M 52.44M 58.97M 53.17M 62.53M 60.89M 88.46M 90.06M 73.05M 69.96M 68.50M 62.16M 75.48M 70.72M 97.80M 91.99M 97.48M 43.75M 41.60M 35.58M
Citigroup Inc 24.78M 43.62M 45.71M 57.06M 65.39M 51.35M 68.08M 53.84M 56.27M 49.43M 45.93M 36.30M 38.06M 29.93M 32.05M 31.26M 30.96M 28.09M 34.23M 29.58M
Wells Fargo & Co 29.15M 27.15M 25.16M 36.26M 49.19M 44.07M 52.68M 43.36M 36.15M 52.76M 44.95M 40.68M 47.09M 33.49M 35.12M 36.87M 33.58M 26.62M 24.38M 27.95M
Goldman Sachs Group 49.20M 48.37M 50.41M 45.23M 52.63M 43.89M 54.44M 67.69M 58.56M 57.57M 55.46M 31.94M 35.28M 34.50M 51.27M 60.51M 37.54M 20.19M 30.22M 25.71M
Morgan Stanley 16.46M 18.03M 16.79M 21.22M 23.09M 13.07M 13.12M 14.57M 19.63M 22.96M 16.45M 18.27M 18.12M 19.54M 23.24M 20.86M 18.15M 17.12M 29.76M 18.69M
UBS Group AG 28.37M 22.81M 19.90M 17.05M 22.63M 14.53M 18.89M 26.66M 32.30M 36.77M 37.27M 34.60M 33.38M 20.63M 21.96M 24.78M 19.77M 21.54M 18.29M 15.76M
BlackRock Inc — — — — — — — — — — — — 8.90M 9.57M 10.58M 12.40M 10.55M 12.32M 11.32M 10.85M
Balyasny Asset Management 505.00K 1.73M 1.68M 2.40M 2.13M 2.72M 3.61M 6.58M 7.46M 9.13M 9.89M 12.80M 10.90M 9.60M 8.03M 8.17M 8.90M 6.64M 8.13M 5.06M
Northern Trust Corp 3.75M 3.98M 4.02M 3.96M 3.89M 3.88M 3.80M 3.74M 3.71M 3.80M 3.78M 3.80M 3.81M 4.02M 4.05M 4.17M 4.12M 4.25M 4.15M 4.15M
JPMorgan Chase & Co 5.92M 3.77M 4.40M 5.86M 5.34M 2.71M 9.62M 8.13M 7.22M 4.15M 6.01M 2.87M 4.31M 3.78M 6.04M 8.18M 7.75M 4.09M — 3.37M
PNC Financial Services 3.59M 3.75M 3.70M 3.63M 3.64M 3.59M 3.55M 3.47M 3.41M 3.28M 3.25M 3.14M 3.13M 3.13M 3.05M 3.00M 2.99M 2.99M 3.19M 3.33M
Wellington Management Group 1.32M 1.34M 1.46M 1.12M 1.49M 1.57M 1.48M 1.64M 1.05M 1.36M 869.93K 1.02M 1.56M 713.44K 1.10M 1.01M 1.26M 984.59K 1.15M 3.16M
Davidson Kempner Capital Management 14.08K — 400.00K 150.00K — — 289.30K 372.60K 372.60K 372.60K — 134.50K — 55.00K 500.00K 898.00K 650.00K 1.00M 1.00M 2.92M
CPP Investments 2.02M 2.17M 1.72M 1.85M 1.85M 1.85M 1.72M 1.72M 1.72M 1.72M 1.72M 1.72M 1.72M 1.72M 3.01M 3.01M 2.78M 2.78M 2.78M 2.78M
Fidelity Management & Research (FMR) 2.26M 2.36M 2.74M 2.66M 2.72M 2.49M 2.39M 2.17M 2.03M 1.93M 2.59M 2.49M 1.88M 1.89M 2.03M 2.26M 2.17M 2.19M 2.93M 2.61M
Point72 Asset Management 420.87K 35.00K 525.00K 316.00K 160.05K 130.00K 997.30K 354.10K 374.00K 430.20K 3.69M 1.05M 1.56M 1.36M 1.03M 355.10K 1.06M 2.12M 1.24M 2.02M
BNY Mellon 2.55M 2.74M 2.53M 2.33M 2.22M 2.23M 2.21M 2.29M 2.33M 2.27M 2.08M 2.19M 1.97M 2.00M 1.93M 1.98M 1.95M 1.95M 1.90M 1.87M
Two Sigma Investments 62.98K 113.07K 204.44K 6.80K 15.79K 16.98K 94.10K 1.39M 5.05K 968.04K 928.12K 124.05K 270.59K 3.60K — 677.61K 217.80K 188.10K 1.28M 1.46M

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