Four asset managers increased their IWM positions in Q3 2026, adding a net $12.6M in value, while one manager trimmed $17.8M. The cluster is modestly bullish but dominated by small-to-mid-sized advisors, not transformative for the ETF's float.
Executive Summary
Four asset managers increased their IWM positions in Q3 2026, adding a net $12.6M in value, while one manager trimmed $17.8M. The cluster is modestly bullish but dominated by small-to-mid-sized advisors, not transformative for the ETF's float.
Key Facts
- 4 buyers added $12.6M in aggregate IWM holdings
- 1 seller reduced $17.8M, resulting in a net aggregate decline of $5.2M
- Largest buyer Wealth Enhancement Advisory Services added $8.7M (+26.4% shares)
- All buyers are asset managers, not activist or quant funds
- 13F data is 45+ days stale; positions may have been unwound
Financial Impact
Aggregate institutional buying totaled $12.6M in buying vs $17.8M in selling across 5 tracked managers, for a net -$5.2M net reduction in IWM holdings
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-IWM-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | Institutional Cluster | $275.75 | awaiting T+20 | — | — |
Oct 12, 2026 14d ago | Institutional Cluster | $277.90 | awaiting T+20 | — | — |
US Market Status
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