IWM
iShares Russell 2000 ETF · Financial Services · Asset Management
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +23.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| 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 | Citadel Advisors ✦ | 1.53M | +16259.3% | $304.88M | 0.3% | ▲ Add | 4 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 1.53M | +16259.3% | $304.88M | 0.3% | ▲ Add | 4 | SEC ↗ |
| 3 | Wellington Management ✦ | 1.10M | +62.4% | $219.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Wellington Management ✦ | 1.10M | +62.4% | $219.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Wellington Management ✦ | 1.10M | +62.4% | $219.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Wellington Management ✦ | 1.10M | +62.4% | $219.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Wellington Management ✦ | 1.10M | +62.4% | $219.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Wellington Management ✦ | 1.10M | +62.4% | $219.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Millennium Management ✦ | 804.62K | -43.0% | $160.51M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 170.80K | +66.8% | $34.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 121.73K | +14.2% | $24.28M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 121.73K | +14.2% | $24.28M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 65.30K | New | $13.03M | 0.0% | New | 1 | SEC ↗ |
| 14 | Arrowstreet Capital ✦ | 29.18K | +10.8% | $5.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 10.37K | +7.6% | $2.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 9.29K | -24.2% | $1.85M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 9.29K | -24.2% | $1.85M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Fisher Asset Management ✦ | 3.79K | -4.4% | $756,344 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Harris Associates (Oakmark) ✦ | 533 | New | $106,328 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $13.03M | 0.0% |
| Harris Associates (Oakmark) | $106,328 | 0.0% |
Exited
| Soros Fund Management | $166.12M | was 4.2% |
| Marshall Wace | $3.17M | 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.