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iShares Russell 2000 ETF (IWM) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for iShares Russell 2000 ETF (NYSEARCA:IWM)

Number of
Institutional Buyers
(last 12 months)
1437
Total
Institutional Inflows
(last 12 months)
$17.08B
Number of
Institutional Sellers
(last 12 months)
1113
Total
Institutional Outflows
(last 12 months)
$7.72B
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IWM Institutional Buying and Selling by Quarter

iShares Russell 2000 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024Retirement Group LLC4,328$910K0.3%-4.6%0.001%
5/1/2024Mission Wealth Management LP11,736$2.47M0.1%+14.5%0.004%
5/1/2024DORCHESTER WEALTH MANAGEMENT Co1,900$400K0.1%+76.7%0.001%
5/1/2024Parthenon LLC4,972$1.05M0.1%+2.5%0.002%
5/1/2024Cantor Fitzgerald Investment Advisors L.P.4,634$975K0.1%-26.5%0.002%
5/1/2024Bray Capital Advisors42,971$9.04M2.3%+0.7%0.014%
5/1/2024McCarthy & Cox2,485$523K0.2%N/A0.001%
5/1/2024Diversify Advisory Services LLC122,699$25.56M1.5%N/A0.041%
4/30/2024Private Advisor Group LLC186,073$39.13M0.3%-3.7%0.062%
4/30/2024Consolidated Portfolio Review Corp1,459$307K0.1%-9.3%0.000%
4/30/2024J.W. Cole Advisors Inc.69,861$14.68M0.7%-3.4%0.023%
4/30/2024Stephenson & Company Inc.5,622$1.18M0.9%+4.3%0.002%
4/30/2024Hartline Investment Corp8,775$1.85M0.3%N/A0.003%
4/30/2024North Star Investment Management Corp.30,007$6.31M0.5%+6.9%0.010%
4/30/2024Culbertson A N & Co. Inc.40,041$8.42M1.5%+3.4%0.013%
4/30/2024Fortis Group Advisors LLC7,194$1.51M0.3%+180.5%0.002%
4/30/2024Beam Wealth Advisors Inc.22,153$4.66M2.8%-0.3%0.007%
4/30/2024HB Wealth Management LLC39,100$8.22M0.1%+8.9%0.013%
4/30/2024West Bancorporation Inc.17,409$3.66M2.4%-7.3%0.006%
4/30/2024RF&L Wealth Management LLC4,238$891K0.7%-3.2%0.001%
4/30/2024Summit Place Financial Advisors LLC14,521$3.05M1.8%-5.0%0.005%
4/30/2024Concord Wealth Partners2,205$464K0.1%+5.9%0.001%
4/30/2024Geneva Partners LLC2,790$587K0.3%-12.1%0.001%
4/30/2024Mainstay Capital Management LLC ADV5,256$1.11M0.2%-9.7%0.002%
4/30/2024Strategic Wealth Partners Group LLC62,515$13.15M1.5%-1.2%0.021%
4/30/2024SWP Financial LLC1,240$261K0.2%-34.6%0.000%
4/30/2024Granite Bay Wealth Management LLC7,145$1.50M0.9%-99.8%0.002%
4/30/2024Harel Insurance Investments & Financial Services Ltd.761$160K0.0%-96.4%0.000%
4/30/2024JMG Financial Group Ltd.32,800$6.90M0.3%-1.5%0.011%
4/30/2024Delta Financial Group Inc.11,082$2.33M0.7%+9.1%0.004%
4/30/2024True Vision MN LLC1,727$343K0.2%-20.0%0.001%
4/30/2024Joel Isaacson & Co. LLC14,250$3.00M0.2%+7.0%0.005%
4/30/2024Arkadios Wealth Advisors24,390$5.13M0.4%-1.7%0.008%
4/30/2024Mill Capital Management LLC362$76K0.0%-65.8%0.000%
4/30/2024 Caprock Group LLC9,511$2M0.1%+7.0%0.003%
4/30/2024 Naples Global Advisors LLC4,827$1.02M0.1%+4.0%0.002%
4/30/2024 Perigon Wealth Management LLC60,164$12.65M0.4%+3.1%0.020%
4/30/2024 Navis Wealth Advisors LLC1,285$270K0.3%+6.2%0.000%
4/30/2024 Mayflower Financial Advisors LLC16,156$3.40M0.3%+0.4%0.005%
4/30/2024 SkyOak Wealth LLC1,891$398K0.1%+6.4%0.001%
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4/30/2024 Independent Family Office LLC41,763$8.78M4.7%+4.5%0.014%
4/30/2024 Hazlett Burt & Watson Inc.695$147K0.1%+84.4%0.000%
4/30/2024 Stock Yards Bank & Trust Co.183,361$38.56M1.3%-2.3%0.061%
4/29/2024Commonwealth Equity Services LLC630,379$132.57M0.2%+3.1%0.211%
4/29/2024 FAS Wealth Partners Inc.21,081$4.43M0.4%+1.7%0.007%
4/29/2024 Greenleaf Trust31,414$6.61M0.1%+1.6%0.011%
4/29/2024 Principal Financial Group Inc.17,116$3.60M0.0%+1.4%0.006%
4/29/2024 Benjamin F. Edwards & Company Inc.13,247$2.79M0.1%-2.8%0.004%
4/29/2024 Castle Wealth Management LLC1,305$274K0.1%-10.1%0.000%
4/29/2024 Meritage Portfolio Management1,996$420K0.0%-55.9%0.001%
4/29/2024 Onyx Bridge Wealth Group LLC1,242$246K0.0%-25.3%0.000%
4/29/2024 Sierra Capital LLC65,169$13.71M1.8%-1.3%0.022%
4/29/2024 Heritage Investors Management Corp18,059$3.80M0.1%-3.8%0.006%
4/29/2024 RWA Wealth Partners LLC6,175$1.30M0.0%+22.5%0.002%
4/29/2024 American Capital Advisory LLC1,092$230K0.2%+179.3%0.000%
4/29/2024 Crescent Grove Advisors LLC23,019$4.84M0.5%+12.8%0.008%
4/29/2024 Union Savings Bank21,801$4.59M2.4%-0.4%0.007%
4/29/2024 Bradley & Co. Private Wealth Management LLC311$65K0.1%-18.8%0.000%
4/29/2024 HighMark Wealth Management LLC62,143$13.00M8.1%-1.2%0.021%
4/29/2024 Guardian Wealth Advisors LLC73,290$15.41M10.0%-0.9%0.025%
4/27/2024 Tenon Financial LLC1,591$335K0.3%N/A0.001%
4/27/2024 Kellett Wealth Advisors LLC2,861$602K0.4%+3.3%0.001%
4/27/2024 Vigilare Wealth Management3,989$839K0.4%N/A0.001%
4/27/2024 Millburn Ridgefield Corp1,461,619$307.38M8.5%+10.7%0.488%
4/27/2024 Conning Inc.67,259$14.15M0.5%+8.7%0.022%
4/27/2024 Fonville Wealth Management LLC6,891$1.45M0.6%+2.3%0.002%
4/27/2024 K.J. Harrison & Partners Inc17,658$3.71M0.6%+86.7%0.006%
4/27/2024 Members Advisory Group LLC1,834$386K0.2%N/A0.001%
4/27/2024 BayBridge Capital Group LLC18,279$3.57M3.1%N/A0.006%
4/26/2024 Pinnacle Associates Ltd.67,175$14.13M0.2%-1.3%0.022%
4/26/2024 UMB Bank n.a.196,962$41.42M0.7%-3.1%0.066%
4/26/2024 Carlton Hofferkamp & Jenks Wealth Management LLC4,499$884K0.4%+1.3%0.002%
4/26/2024 Advisors Management Group Inc. ADV28,844$6.07M1.5%+6.8%0.010%
4/26/2024 Narwhal Capital Management2,908$612K0.1%-9.9%0.001%
4/26/2024 MBA Advisors LLC5,756$1.21M0.6%+14.3%0.002%
4/26/2024 LifeSteps Financial Inc.13,619$2.86M2.2%-7.3%0.005%
4/26/2024 GUNN & Co INVESTMENT MANAGEMENT INC.3,640$765K0.6%-56.0%0.001%
4/26/2024 Riverbridge Partners LLC3,253$684K0.0%-96.5%0.001%
4/26/2024 Crestone Asset Management LLC8,631$1.82M0.4%+2.4%0.003%
4/26/2024 YHB Investment Advisors Inc.24,314$5.11M0.4%-2.1%0.008%
4/26/2024 Coastline Trust Co72,656$15.28M1.8%+7.5%0.024%
4/26/2024 Opus Capital Group LLC9,386$1.97M0.3%-3.5%0.003%
4/26/2024 First National Trust Co32,285$6.79M0.3%-0.6%0.011%
4/26/2024 McKinley Carter Wealth Services Inc.34,769$7.31M0.5%-2.7%0.012%
4/26/2024 SFG Wealth Management LLC.2,261$476K0.3%-8.3%0.001%
4/26/2024 Clear Creek Financial Management LLC27,337$5.75M0.7%-0.9%0.009%
4/26/2024 First Personal Financial Services420$88K0.0%-27.6%0.000%
4/26/2024 Chicago Partners Investment Group LLC31,472$6.25M0.3%+2.3%0.011%
4/26/2024 Mesirow Financial Investment Management Inc.91,839$19.31M0.4%N/A0.031%
4/26/2024 MONECO Advisors LLC8,144$1.71M0.3%-5.4%0.003%
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4/26/2024 LifePro Asset Management1,159$244K0.2%N/A0.000%
4/26/2024 Sigma Investment Counselors Inc.64,805$13.63M0.7%-1.3%0.022%
4/26/2024 Verdence Capital Advisors LLC36,226$7.62M0.7%-15.1%0.012%
4/26/2024 Financial Insights Inc.2,059$433K0.1%-2.4%0.001%
4/26/2024 Checchi Capital Advisers LLC989$208K0.0%-6.3%0.000%
4/26/2024 Latitude Advisors LLC1,967$414K0.3%-4.7%0.001%
4/26/2024 Tritonpoint Wealth LLC3,432$722K0.1%+16.7%0.001%
4/26/2024 Meridian Wealth Management LLC60,380$12.70M2.1%-4.9%0.020%
4/25/2024 Lindbrook Capital LLC46,359$9.75M0.9%-3.3%0.016%
4/25/2024 Cardinal Strategic Wealth Guidance117$25K0.0%-61.6%0.000%
(Data available from 1/1/2016 forward)

IWM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWM shares?

During the previous two years, 2,310 institutional investors and hedge funds held shares of iShares Russell 2000 ETF. The most heavily invested institutionals were Morgan Stanley ($3.47B), TFO Wealth Partners LLC ($3.25B), Healthcare of Ontario Pension Plan Trust Fund ($1.98B), Rafferty Asset Management LLC ($1.72B), JPMorgan Chase & Co. ($1.52B), Jones Financial Companies Lllp ($1.47B), and Toronto Dominion Bank ($1.35B).Learn more on IWM's institutional investors.

Which institutional investors have been buying iShares Russell 2000 ETF stock?

Of the 1,969 institutional investors that purchased iShares Russell 2000 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Barclays PLC ($32.78M), Envestnet Asset Management Inc. ($9.15M), JPMorgan Chase & Co. ($9.00M), Toronto Dominion Bank ($7.72M), Empower Advisory Group LLC ($7.03M), Jane Street Group LLC ($5.95M), and Twin Tree Management LP ($5.38M).

How much institutional buying is happening at iShares Russell 2000 ETF?

Institutional investors have bought a total of 176,784,999 shares in the last 24 months. This purchase volume represents approximately $31.79B in transactions.

Which iShares Russell 2000 ETF major shareholders have been selling company stock?

Of the 1,547 institutional investors that sold iShares Russell 2000 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Optiver Holding B.V. ($23.40M), Envestnet Asset Management Inc. ($8.70M), Healthcare of Ontario Pension Plan Trust Fund ($7.50M), Banque Pictet & Cie SA ($4.95M), JPMorgan Chase & Co. ($4.11M), Granite Bay Wealth Management LLC ($3.89M), and Aaron Wealth Advisors LLC ($3.44M).

How much institutional selling is happening at iShares Russell 2000 ETF?

Institutional investors have sold a total of 101,079,077 shares in the last 24 months. This volume of shares sold represents approximately $18.25B in transactions.


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This page (NYSEARCA:IWM) was last updated on 5/1/2024 by MarketBeat.com Staff

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