IWM
iShares Russell 2000 ETF · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth -8.3% ·
share flow -11.3% ·
net new positions -9.1%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 123 | +3 | 207.92M | $62.43B | +9 | −6 |
| Q1 2026 | 121 | -6 | 231.29M | $57.30B | +5 | −11 |
| Q4 2025 | 126 | 0 | 215.78M | $53.09B | +1 | −1 |
| Q3 2025 | 21 | +2 | 63.83M | $15.45B | +2 | — |
| Q2 2025 | 16 | +2 | 15.17M | $3.27B | +3 | −1 |
| Q1 2025 | 11 | 0 | 3.84M | $766.52M | +2 | −2 |
| Q4 2024 | 11 | 0 | 3.12M | $690.40M | +1 | −1 |
| Q3 2024 | 11 | -1 | 3.05M | $674.01M | — | −1 |
| Q2 2024 | 12 | — | 3.44M | $697.71M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 1.52M | +48.5% | $335.96M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Wellington Management ✦ | 1.52M | +48.5% | $335.96M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Wellington Management ✦ | 1.52M | +48.5% | $335.96M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Wellington Management ✦ | 1.52M | +48.5% | $335.96M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Wellington Management ✦ | 1.52M | +48.5% | $335.96M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Millennium Management ✦ | 708.79K | +5.1% | $156.56M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | D. E. Shaw & Co. ✦ | 270.84K | -73.3% | $59.83M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 270.59K | +2889.3% | $59.77M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 222.05K | -62.8% | $49.05M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 10 | Arrowstreet Capital ✦ | 24.43K | +5.2% | $5.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 9.11K | +24.2% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 9.11K | +24.2% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 9.01K | +8.6% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 9.01K | +8.6% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 6.45K | +0.7% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Marshall Wace ✦ | 5.72K | +124.7% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Fisher Asset Management ✦ | 3.38K | -63.1% | $747,190 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Point72 Asset Management | $12.67M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2,547 holders, 299.56M shares, $71.06B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.