Balyasny Asset Management
IWM icon

Balyasny Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Balyasny Asset Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$201M Buy
808,900
+214,400
+36% +$55.3M 0.26% 64
2025
Q4 		$146M Sell
594,500
-60,200
-9% -$14.8M 0.19% 111
2025
Q3 		$158M Sell
654,700
-1,121,100
-63% -$257M 0.2% 92
2025
Q2 		$383M Buy
1,775,800
+103,300
+6% +$20.8M 0.58% 17
2025
Q1 		$334M Buy
1,672,500
+33,800
+2% +$7.33M 0.55% 24
2024
Q4 		$362M Sell
1,638,700
-1,225,900
-43% -$280M 0.54% 21
2024
Q3 		$633M Sell
2,864,600
-2,045,300
-42% -$438M 1.03% 6
2024
Q2 		$996M Buy
4,909,900
+2,377,600
+94% +$481M 1.74% 3
2024
Q1 		$533M Buy
2,532,300
+1,682,100
+198% +$336M 0.93% 8
2023
Q4 		$171M Buy
850,200
+707,300
+495% +$127M 0.32% 42
2023
Q3 		$25.3M Sell
142,900
-91,400
-39% -$17.2M 0.05% 497
2023
Q2 		$43.9M Sell
234,300
-81,700
-26% -$14.6M 0.1% 285
2023
Q1 		$56.4M Buy
316,000
+289,000
+1,070% +$53.2M 0.14% 184
2022
Q4 		$4.71M Sell
27,000
-98,000
-78% -$17.4M 0.01% 1065
2022
Q3 		$20.6M Buy
125,000
+25,000
+25% +$4.56M 0.06% 422
2022
Q2 		$16.9M Sell
100,000
-115,000
-53% -$21.2M 0.06% 479
2022
Q1 		$44.1M Sell
215,000
-420,000
-66% -$85.7M 0.14% 176
2021
Q4 		$141M Buy
635,000
+585,000
+1,170% +$132M 0.48% 17
2021
Q3 		$10.9M Buy
+50,000
New +$11.1M 0.05% 537
2021
Q2 		– Sell
-100,000
Closed -$22.1M – 2149
2021
Q1 		$22.1M Sell
100,000
-157,500
-61% -$34.4M 0.11% 251
2020
Q4 		$50.5M Buy
257,500
+127,500
+98% +$22.3M 0.28% 77
2020
Q3 		$19.5M Buy
130,000
+30,000
+30% +$4.51M 0.14% 193
2020
Q2 		$14.3M Buy
+100,000
New +$13.1M 0.12% 252
2017
Q4 		– Sell
-200,000
Closed -$29.6M – 2178
2017
Q3 		$29.6M Buy
+200,000
New +$28.1M 0.12% 235
2016
Q3 		– Sell
-200,000
Closed -$23M – 1133
2016
Q2 		$23M Buy
+200,000
New +$22.6M 0.15% 176
2015
Q3 		– Sell
-200,000
Closed -$25M – 1260
2015
Q2 		$25M Buy
+200,000
New +$25M 0.15% 170

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Balyasny Asset Management's IWM Position: Q1 2026 in Review

Balyasny Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 319,832 shares — an estimated $82.5M sold.

Balyasny Asset Management first reported a position in IWM in Q2 2013 and held it in 32 quarters. The position peaked at $800M in Q2 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Balyasny Asset Management reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • Balyasny Asset Management sold 319,832 iShares Russell 2000 ETF shares in Q1 2026, an estimated $82.5M.
  • Balyasny Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 32 quarters.
  • Balyasny Asset Management's iShares Russell 2000 ETF position peaked at $800M in Q2 2023.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.