IWM Institutional Ownership
Who owns IWM and what the big funds did with it last quarter, from every SEC 13F filing. 2,735 funds reported holding IWM at Jun 30, 2026.
- ●1,029 buying vs 1,148 selling
- ▼Shares held by funds -8.7%
- ▲Funds holding +147
- ▼Superinvestors: 0 added, 3 cut
- ●Put/call 3.24 to 3.29
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 2,735 | 2,588 | +5.7% |
| In funds' top 10 | 183 | 169 | +8.3% |
| 13F shares | 280M | 306M | −8.7% |
| Held by funds | – | – | – |
| New positions | 252 | 154 | +63.6% |
| Increased | 777 | 856 | −9.2% |
| Reduced | 1,051 | 969 | +8.5% |
| Sold out | 97 | 167 | −41.9% |
| Calls (shares) | 60.1M | 52.2M | +15.1% |
| Puts (shares) | 151M | 159M | −5.0% |
| Put/call ratio | 3.29 | 3.24 | +1.6% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in IWM
All superinvestors →
Who owns IWM
share of fund held shares- Index and passive funds5.3%
- Active managers and hedge funds35.3%
- Banks and brokers53.9%
- Pensions, insurers and other5.6%
The top 10 holders own 45.1% of all IWM shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
1,009 funds changed their position- True Freedom Investing, LLCTrimmed−882K sh
- AIA Group LtdAdded+828K sh
- Pinkerton Wealth, LLCTrimmed−728K sh
- Cambridge Investment Research Advisors, Inc.Trimmed−379K sh
- Angeles Investment Advisors, LLCTrimmed−273K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Bank of America Corp /de/ | – | 35.6M | $10.7B | −6M |
| 2 | Morgan Stanley | – | 18.7M | $5.6B | −11.1M |
| 3 | Goldman Sachs Group Inc | – | 17.9M | $5.4B | −1.3M |
| 4 | Wells Fargo & Company/mn | – | 11.8M | $3.5B | +2.2M |
| 5 | BlackRock, Inc. | – | 10.5M | $3.2B | +36K |
| 6 | Empower Advisory Group, LLC | – | 7.9M | $2.4B | −662K |
| 7 | Bnp Paribas Financial Markets | – | 7.1M | $2.1B | +904K |
| 8 | Treasurer of the State of North Carolina | – | 5.9M | $1.8B | +15K |
| 9 | Healthcare of Ontario Pension Plan Trust Fund | – | 5.6M | $1.7B | +947K |
| 10 | Royal Bank of Canada | – | 5.2M | $1.6B | −1M |
- Wells Fargo & Company/mn+2.2M sh+$671M
- Wellington Management Group LLP+2M sh+$594M
- Tudor Investment Corp ET AL+1.1M sh+$341M
- Healthcare of Ontario Pension Plan Trust Fund+947K sh+$285M
- Bank of Montreal /can/+932K sh+$280M
- Bnp Paribas Financial Markets+904K sh+$272M
- Ensign Peak Advisors, Inc+750K sh+$225M
- Susquehanna International Group, LLP+615K sh+$185M
- Morgan Stanley−11.1M sh−$3.3B
- Bank of America Corp /de/−6M sh−$1.8B
- Citigroup Inc−4.4M sh−$1.3B
- Jpmorgan Chase & Co−2.8M sh−$834M
- AIA Group Ltd−1.7M sh−$519M
- UBS Group AG−1.6M sh−$483M
- US Bancorp \de\−1.3M sh−$401M
- Goldman Sachs Group Inc−1.3M sh−$399M
IWM institutional ownership FAQ
Who owns the most IWM stock?
In Q2 2026 13F filings the largest holder of IWM was Bank of America Corp /de/, followed by Morgan Stanley and Goldman Sachs Group Inc. Index fund managers are usually the biggest holders of large companies.
What percentage of IWM is owned by institutions?
2,735 funds reported holding 280M IWM shares at Jun 30, 2026.
Are hedge funds buying IWM?
In Q2 2026, 1,029 funds bought IWM (252 of them new positions) and 1,148 sold (97 sold out completely). Among well known investors, 0 added and 3 cut. Our fund sentiment for IWM is neutral.
What is IWM's institutional put/call ratio?
Funds reported $45.7B of IWM puts against $13.9B of calls, a put/call ratio of 3.29 (3.24 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this IWM ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.