ETF Holders

Who owns IWM?

Small or mid cap

iShares Russell 2000 ETF · iShares

2,729 institutions reported holding IWM, worth $83.9B, in Form 13F filings for June 30, 2026.

13F holders
2,729
Institutional value
$83.9B
Change from prior quarter
+11.1%
+$8.4B, with price moves
New and sold-out firms
321 / 95
813 added, 1,055 trimmed

Top 10 institutional holders of IWM

FirmLocationValueSharesChange
Bank of America Corp.Charlotte, NC$10.7B35,580,461−6,015,078 shares
Morgan StanleyNew York, NY$5.6B18,693,662−11,068,267 shares
Goldman Sachs Group Inc.New York, NY$5.4B17,901,802−1,329,006 shares
Wells Fargo & CompanySan Francisco, CA$3.5B11,796,516+2,234,764 shares
BlackRock, Inc.New York, NY$3.2B10,533,415+36,124 shares
Empower Advisory Group, LLCGreenwood Village, CO$2.4B7,928,734−662,017 shares
BNP Paribas Financial MarketsParis, France$2.1B7,071,360+903,894 shares
Treasurer of the State of North CarolinaRaleigh, NC$1.8B5,928,226+14,970 shares
Healthcare of Ontario Pension Plan Trust FundToronto, Ontario, Canada$1.7B5,627,000+947,000 shares
Royal Bank of CanadaToronto, Ontario, Canada$1.6B5,185,113−1,048,062 shares
2,719 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns IWM?

2,729 institutional managers reported holding IWM in Form 13F filings for June 30, 2026, worth $83.9B in total. The largest reported position was held by Bank of America Corp., at $10.7B.

Did institutions buy or sell IWM last quarter?

Reported 13F value rose 11.1% from March 31, 2026, which includes price moves as well as buying and selling. 321 firms reported a new position and 95 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is IWM ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.