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Of the 12 tracked institutions holding IWM, 7 have a 3-year clone track record — 6 of them beat the S&P. Average holder's clone alpha: +4.4pt. It's a gauge of who owns the name, not just how many.
Among the 12 tracked institutional investors we monitor, IWM (ISHARES TR) is held with a combined value of $5.24B across 17,452,740 shares. The largest holder is BlackRock, Inc. with a position worth $3.16B (0.05% of their portfolio). 5 funds increased their holdings. 6 funds reduced their position.
Total Institutional Value
$5.24B
Total Shares Held
17,452,740
Institutional Holders
12
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $3.16B | 0.05% | +0.3% |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | $921.85M | 0.16% | +181.5% |
| 3 | FMR LLC | $785.02M | 0.03% | -10.9% |
| 4 | MILLENNIUM MANAGEMENT LLC | $146.28M | 0.10% | -99.1% |
| 5 | CITADEL ADVISORS LLC | $112.69M | 0.06% | -41.5% |
| 6 | AQR CAPITAL MANAGEMENT LLC | $76.01M | 0.03% | +16.0% |
| 7 | Gotham Asset Management, LLC | $12.75M | 0.03% | +1.3% |
| 8 | VANGUARD GROUP INC | $11.30M | 0.00% | +1.1% |
| 9 | Point72 Asset Management, L.P. | $5.62M | 0.01% | -87.4% |
| 10 | PRICE T ROWE ASSOCIATES INC /MD/ | $2.85M | 0.00% | -41.9% |
| Member | Type | Date |
|---|---|---|
| John Boozman | Sell | May 27, 2026 |
| John Boozman | Sell | Jan 23, 2026 |
| John Boozman | Sell | Nov 21, 2025 |
| John Boozman | Buy |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of IWM with a position worth $3.16B, representing 0.05% of their portfolio. In total, 12 institutional investors hold IWM with a combined value of $5.24B.
Institutional investors hold $5.24B worth of IWM stock across 12 positions. The largest institutional holder is BlackRock, Inc. with $3.16B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For IWM, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their IWM positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Aug 1, 2025 |
| John Boozman | Sell | Oct 9, 2024 |
| David A Perdue , Jr | Buy | Apr 16, 2020 |
Last Close
$287.70
2026-09-10
YTD
+16.1%
78% of 52-week range
