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iShares Russell 2000 ETF (IWM) Institutional Ownership

iShares Russell 2000 ETF logo
$223.08 +2.05 (+0.93%)
Closing price 07/3/2025 05:00 PM Eastern
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$223.05 -0.03 (-0.01%)
As of 07/3/2025 05:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Russell 2000 ETF (NYSEARCA:IWM)

Number of
Institutional Buyers
(last 12 months)
1686
Total
Institutional Inflows
(last 12 months)
$24.25B
Number of
Institutional Sellers
(last 12 months)
1337
Total
Institutional Outflows
(last 12 months)
$5.58B
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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
7/3/2025Arvest Investments Inc.2,368$511K0.1%+5.0%0.001%
7/3/2025Garde Capital Inc.6,894$1.49M0.1%-5.9%0.002%
7/3/2025McLean Asset Management Corp49,172$10.87M2.9%+0.8%0.017%
7/3/2025Stairway Partners LLC327,375$70.64M4.0%+11.7%0.110%
7/2/2025 Doliver Advisors LP16,445$3.55M1.0%-1.0%0.006%
7/2/2025 First Financial Bank Trust Division272,686$58.84M5.2%+10.6%0.092%
7/2/2025 Central Pacific Bank Trust Division19,467$4.20M0.5%+56.1%0.007%
7/1/2025 Legacy Wealth Management LLC MS1,111$240K0.1%-43.4%0.000%
7/1/2025 Harbor Investment Advisory LLC7,551$1.63M0.1%-3.0%0.003%
7/1/2025 Private Client Services LLC1,438$310K0.1%-6.6%0.000%
6/18/2025Voya Investment Management LLC45,433$9.06M0.0%-6.2%0.015%
6/17/2025Howe & Rusling Inc.1,552$310K0.0%+40.1%0.001%
6/17/2025Ridgepath Capital Management LLC13,264$2.65M1.3%+1,348.0%0.004%
6/16/2025Maple Capital Management Inc.1,956$390K0.0%N/A0.001%
6/11/2025Kondo Wealth Advisors Inc.2,253$450K0.2%-7.0%0.001%
6/4/2025First Hawaiian Bank1,457$291K0.0%-98.1%0.000%
6/2/2025Cim Investment Management Inc.3,278$690K0.2%+96.3%0.001%
6/2/2025Modern Wealth Management LLC32,274$6.44M0.2%+18.9%0.011%
5/29/2025Plum Street Advisors LLC6,828$1.36M0.7%+1.5%0.002%
5/28/2025Jones Financial Companies Lllp7,915,281$1.59B1.4%-6.2%2.619%
5/28/2025Birmingham Capital Management Co. Inc. AL1,240$247K0.1%-28.7%0.000%
5/28/2025Intrua Financial LLC12,229$2.44M0.4%-51.9%0.004%
5/28/2025Addison Capital Co2,711$541K0.2%-4.6%0.001%
5/27/2025Jacobi Capital Management LLC68,825$13.73M1.0%+6.9%0.023%
5/27/2025Advisors Capital Management LLC3,297$658K0.0%-26.2%0.001%
5/21/2025MBL Wealth LLC6,640$1.33M0.1%-2.7%0.002%
5/21/2025McAdam LLC1,615$322K0.0%-34.7%0.001%
5/21/2025Geneos Wealth Management Inc.30,828$6.15M0.2%+4.0%0.010%
5/21/2025Bluefin Capital Management LLC51,061$10.19M7.4%N/A0.017%
5/20/2025Fortis Capital Advisors LLC1,181$236K0.0%-87.7%0.000%
5/20/2025Belpointe Asset Management LLC16,267$3.25M0.2%-55.8%0.005%
5/20/2025Focus Partners Wealth348,723$69.57M0.2%-11.4%0.115%
5/20/2025Flaharty Asset Management LLC2,768$552K0.1%-11.3%0.001%
5/20/2025Integrity Alliance LLC.9,243$1.84M0.1%+9.6%0.003%
5/20/2025Glenview Trust co84,190$16.80M0.3%-0.4%0.028%
5/20/2025Aspen Investment Management Inc32,190$6.42M3.0%-14.7%0.011%
5/19/2025SageView Advisory Group LLC5,200$1.04M0.0%-3.5%0.002%
5/19/2025Game Plan Financial Advisors LLC4,420$882K0.4%-51.9%0.001%
5/19/2025SCS Capital Management LLC47,850$9.55M0.1%+2,231.9%0.016%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC9,300$1.86M0.0%+16.3%0.003%
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5/19/2025Legacy Advisory Services LLC18,106$3.61M3.1%N/A0.006%
5/16/2025McIlrath & Eck LLC1,113$222K0.0%-6.6%0.000%
5/16/2025Empowered Funds LLC4,603$918K0.0%-82.9%0.002%
5/16/2025AAF Wealth Management LLC2,919$582K0.3%-6.1%0.001%
5/16/2025Ascent Group LLC13,120$2.62M0.1%N/A0.004%
5/16/2025Arete Wealth Advisors LLC27,378$5.46M0.4%+2.8%0.009%
5/16/2025Great Lakes Advisors LLC13,132$2.62M0.0%-83.0%0.004%
5/16/2025Caxton Associates LLP8,476$1.69M0.1%N/A0.003%
5/16/2025Ashton Thomas Private Wealth LLC40,373$8.05M0.3%-1.2%0.013%
5/16/2025Resources Management Corp CT ADV546$109K0.0%-11.4%0.000%
5/16/2025Jones Financial Companies Lllp7,791,161$1.56B1.4%-7.7%2.578%
5/16/2025Coordinated Financial Services Inc. CO6,069$1.21M0.9%N/A0.002%
5/16/2025Rise Advisors LLC2,048$409K0.2%+6.7%0.001%
5/16/2025Punch & Associates Investment Management Inc.140$28K0.0%-71.4%0.000%
5/16/2025Plancorp LLC5,059$1.01M0.0%+92.9%0.002%
5/16/2025New England Asset Management Inc.13,570$2.71M0.4%+3.0%0.004%
5/16/2025NWI Management LP5,000$997K0.1%N/A0.002%
5/16/2025NewEdge Advisors LLC109,448$21.83M0.1%-6.8%0.036%
5/16/2025Integrated Wealth Concepts LLC70,919$14.15M0.2%-5.4%0.023%
5/16/2025Investmark Advisory Group LLC1,553$310K0.2%+5.5%0.001%
5/16/2025KADENSA CAPITAL Ltd79,277$15.82M2.0%+33.5%0.026%
5/16/2025Kettle Hill Capital Management LLC34,102$6.80M1.9%-50.3%0.011%
5/16/2025Hancock Whitney Corp34,010$6.79M0.2%-20.3%0.011%
5/16/2025Edmond DE Rothschild Holding S.A.6,389$1.28M0.0%-10.4%0.002%
5/16/2025Clark Capital Management Group Inc.2,348$468K0.0%-67.6%0.001%
5/16/2025Curi RMB Capital LLC13,481$2.69M0.1%-52.2%0.004%
5/16/2025Bosun Asset Management LLC11,156$2.23M1.0%+45.8%0.004%
5/16/2025Broadwood Capital Inc.474,920$94.74M7.7%-8.7%0.157%
5/16/2025Alliancebernstein L.P.562,339$112.18M0.0%-47.9%0.186%
5/16/2025Banque Transatlantique SA1,534$283K0.0%+27.4%0.001%
5/16/2025AQR Capital Management LLC121,729$24.28M0.0%+14.1%0.040%
5/16/2025AlTi Global Inc.23,212$4.63M0.1%-15.8%0.008%
5/16/2025Amundi195$37K0.0%-89.7%0.000%
5/16/2025Ancora Advisors LLC6,191$1.24M0.0%-1.8%0.002%
5/16/2025Aprio Wealth Management LLC5,679$1.13M0.1%+1.2%0.002%
5/16/20251 North Wealth Services LLC170$34K0.0%N/A0.000%
5/16/202559 North Capital Management LP1,731,163$345.35M12.4%+107.8%0.573%
5/15/2025Paragon Private Wealth Management LLC1,587$317K0.1%N/A0.001%
5/15/2025Federation des caisses Desjardins du Quebec52,021$10.38M0.1%-37.0%0.017%
5/15/2025Perbak Capital Partners LLP3,881$774K0.6%-94.3%0.001%
5/15/2025EP Wealth Advisors LLC45,887$9.15M0.1%+4.2%0.015%
5/15/2025LGL Partners LLC11,816$2.36M1.1%-1.7%0.004%
5/15/2025First Manhattan CO. LLC.1,555$310K0.0%+6.2%0.001%
5/15/2025Durable Capital Partners LP1,263,352$252.03M2.3%+46.9%0.418%
5/15/2025Paloma Partners Management Co773$154K0.0%-91.6%0.000%
5/15/2025Core Wealth Advisors Inc.4,608$919K0.3%-1.4%0.002%
5/15/2025Focus Partners Advisor Solutions LLC23,547$4.70M0.1%+15.0%0.008%
5/15/2025Flputnam Investment Management Co.57,317$11.43M0.2%-10.0%0.019%
5/15/2025Point72 Europe London LLP96,221$19.20M1.3%N/A0.032%
5/15/2025Alpine Global Management LLC3,787$755K0.2%-90.2%0.001%
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5/15/2025Betterment LLC5,889$1.18M0.0%-3.6%0.002%
5/15/2025Ananym Capital Management LP1,695$338K0.2%-91.8%0.001%
5/15/2025Alamea Verwaltungs GmbH5,025$1.00M0.9%N/A0.002%
5/15/2025Retirement Planning Co of New England Inc.1,270$253K0.1%-15.1%0.000%
5/15/2025Cura Wealth Advisors LLC1,121$224K0.1%-34.9%0.000%
5/15/2025Calton & Associates Inc.17,828$3.56M0.8%+419.3%0.006%
5/15/2025Connecticut Wealth Management LLC26,157$5.22M0.3%-12.3%0.009%
5/15/2025Benchmark Investment Advisors LLC3,383$675K0.4%-30.8%0.001%
5/15/2025Titleist Asset Management LLC127,133$25.36M2.9%-0.8%0.042%
5/15/2025Baird Financial Group Inc.578,874$115.48M0.2%-0.7%0.192%
(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, 2,680 institutional investors and hedge funds held shares of iShares Russell 2000 ETF. The most heavily invested institutionals were Goldman Sachs Group Inc. ($10.23B), Morgan Stanley ($3.47B), Healthcare of Ontario Pension Plan Trust Fund ($2.16B), Empower Advisory Group LLC ($1.62B), Jones Financial Companies Lllp ($1.59B), Toronto Dominion Bank ($1.48B), and Rafferty Asset Management LLC ($1.22B).Learn more on iShares Russell 2000 ETF's institutional investors.

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

Of the 2,299 institutional investors that purchased iShares Russell 2000 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Goldman Sachs Group Inc. ($47.29M), Proficio Capital Partners LLC ($21.32M), International Assets Investment Management LLC ($7.27M), JPMorgan Chase & Co. ($5.57M), Morgan Stanley ($5.06M), Private Advisor Group LLC ($4.53M), and Rafferty Asset Management LLC ($3.95M).

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

Institutional investors have bought a total of 116,294,929 shares in the last 24 months. This purchase volume represents approximately $24.25B in transactions.

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

Of the 1,337 institutional investors that sold iShares Russell 2000 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($2.83M), Rafferty Asset Management LLC ($1.83M), Envestnet Asset Management Inc. ($1.43M), SG Americas Securities LLC ($1.29M), Jones Financial Companies Lllp ($1.18M), M&T Bank Corp ($679.75K), and FMR LLC ($612.53K).

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

Institutional investors have sold a total of 26,618,860 shares in the last 24 months. This volume of shares sold represents approximately $5.58B in transactions.


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This page (NYSEARCA:IWM) was last updated on 7/4/2025 by MarketBeat.com Staff
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