IWM
iShares Russell 2000 ETF · Financial Services · Asset Management
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.4% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 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 | Millennium Management ✦ | 1.41M | +99.1% | $311.85M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 2 | Soros Fund Management ✦ | 751.80K | New | $166.12M | 4.2% | New | 1 | SEC ↗ |
| 3 | Wellington Management ✦ | 676.53K | -55.5% | $149.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wellington Management ✦ | 676.53K | -55.5% | $149.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wellington Management ✦ | 676.53K | -55.5% | $149.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wellington Management ✦ | 676.53K | -55.5% | $149.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 106.64K | +1070.7% | $23.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 106.64K | +1070.7% | $23.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 102.36K | -62.2% | $22.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Arrowstreet Capital ✦ | 26.32K | +7.8% | $5.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Marshall Wace ✦ | 14.34K | +150.5% | $3.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 12.25K | +35.9% | $2.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 12.25K | +35.9% | $2.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Gotham Asset Management ✦ | 9.64K | +49.4% | $2.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 9.34K | -95.8% | $2.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Fisher Asset Management ✦ | 3.97K | +17.3% | $876,680 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Soros Fund Management | $166.12M | 4.2% |
Exited
| Two Sigma Investments | $59.77M | was 0.1% |
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.