Guru Ownership Trend
Guru Analysis for iShares Russell 2000 ETF (IWM)
iShares Russell 2000 ETF (IWM), a key player in the Market sector, continues to attract institutional attention.
As of Q3 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $489.99 M.
Top institutional holders include Jefferies Group and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $121.85 M net inflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 79.8%. Conversely, Paul Tudor Jones reduced exposure by 47.7%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 1.66% | Add 71.6% | 1,456,521 | $352.42 M | Q3 2025 | |
| 0.03% | Add 31.0% | 163,953 | $39.67 M | Q3 2025 | |
| 0.40% | Reduce -21.2% | 119,034 | $28.8 M | Q3 2025 | |
| 0.05% | Reduce -47.7% | 111,733 | $27.03 M | Q3 2025 | |
| 0.03% | Add 79.8% | 26,749 | $6.47 M | Q3 2025 | |
| 0.01% | Reduce -30.6% | 4,934 | $1.19 M | Q3 2025 | |
| 0.00% | Add 9.1% | 3,620 | $876,267 | Q3 2025 | |
| 0.06% | Reduce -6.2% | 2,884 | $697,813 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for iShares Russell 2000 ETF (IWM)
Major holders include Jefferies Group ($352.42 M), Cliff Asness ($39.67 M), Louis Moore Bacon ($28.8 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 1.89 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $121.85 M, with 4 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited IWM. The total reported sell value was $37.47 M.
Yes, 0 managers opened new positions in IWM, and 4 increased their existing holdings. The total reported buy value was $159.32 M.