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iShares Russell 2000 ETF (IWM) Institutional Ownership

iShares Russell 2000 ETF logo
$281.52 +2.50 (+0.90%)
Closing price 10/2/2026 04:10 PM Eastern
Extended Trading
$281.69 +0.17 (+0.06%)
As of 10/2/2026 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares Russell 2000 ETF (NYSEARCA:IWM)

Number of
Institutional Buyers
(last 12 months)
1492
Total
Institutional Inflows
(last 12 months)
$23.37B
Number of
Institutional Sellers
(last 12 months)
1221
Total
Institutional Outflows
(last 12 months)
$8.79B
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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
10/2/2026 Silverleafe Capital Partners LLC7,287$2.03M0.6%+4.5%0.003%
10/2/2026 Polaris Financial Partners265$74K0.0%N/A0.000%
10/2/2026 CX Institutional7,822$2.17M0.1%+3.1%0.003%
10/2/2026 GoalVest Advisory LLC740$206K0.0%-5.7%0.000%
10/2/2026 Private Client Services LLC1,315$365K0.1%-7.1%0.000%
10/2/2026 Stairway Partners LLC411,336$114.31M5.4%-0.1%0.148%
10/1/2026 Noble Wealth Management PBC1,478$411K0.2%-9.8%0.001%
10/1/2026 First Financial Bank Trust Division227,672$63.27M4.9%-6.3%0.082%
10/1/2026 Doliver Advisors LP15,920$4.42M1.0%-1.6%0.006%
10/1/2026 Stonebridge Financial Group LLC1,621$450K0.0%-2.2%0.001%
10/1/2026 Coastline Trust Co50,508$14.04M1.3%-26.4%0.018%
9/29/2026Cim Investment Management Inc.967$291K0.1%+13.1%0.000%
9/29/2026Greenwich Wealth Management LLC7,701$2.31M0.1%-1.9%0.003%
9/23/2026QRG Capital Management Inc.9,040$2.72M0.0%+109.1%0.003%
9/23/2026Envestnet Portfolio Solutions Inc.39,490$11.87M0.1%-4.6%0.014%
9/23/2026Envestnet Asset Management Inc.1,655,359$497.35M0.1%-7.2%0.604%
9/17/2026Wellington Altus USA Inc.2,346$705K0.5%-2.1%0.001%
9/15/2026Reynders McVeigh Capital Management LLC742$223K0.0%N/A0.000%
9/15/2026Cherry Tree Wealth Management LLC4,253$1.28M0.2%-3.3%0.002%
9/11/2026Talon Private Wealth LLC2,047$615K0.1%+19.2%0.001%
9/9/2026Core Capital Management & Research inc.308$92K0.0%N/A0.000%
9/9/2026The Manufacturers Life Insurance Company44,068$13.24M0.0%N/A0.016%
9/9/2026Capstone Financial Advisors Inc.34,638$10.41M0.5%-1.2%0.013%
9/9/2026Tarbox Family Office Inc.85,850$25.79M3.7%-1.6%0.031%
9/9/2026Barbara Oil Co.4,330$1.31M0.4%N/A0.002%
9/9/2026Sequoia Financial Advisors LLC47,496$14.27M0.1%+0.2%0.017%
9/9/2026Tidal Investments LLC12,330$3.71M0.0%-20.4%0.004%
9/9/2026Cahill Financial Advisors Inc.12,420$3.73M0.4%-0.5%0.005%
9/9/2026IPG Investment Advisors LLC6,461$1.94M0.3%+8.0%0.002%
9/9/2026MCF Advisors LLC36,410$10.94M0.4%-2.0%0.013%
9/9/2026Bienville Capital Management LLC7,562$2.27M0.3%+201.9%0.003%
9/9/2026Archford Capital Strategies LLC5,958$1.79M0.2%-0.9%0.002%
9/9/2026Lunt Capital Management Inc.5,935$1.78M0.7%-3.5%0.002%
9/9/2026Capital Analysts LLC2,737$822K0.0%-1.4%0.001%
9/9/2026Summit Financial Strategies Inc.4,744$1.43M0.1%-14.8%0.002%
9/9/2026SVB Wealth LLC19,252$5.78M0.3%-24.7%0.007%
9/9/2026Teamwork Financial Advisors LLC730$219K0.0%N/A0.000%
9/9/2026Pinnacle Wealth Management Advisory Group LLC57,745$17.35M1.0%-2.3%0.021%
9/9/2026Integrated Wealth Concepts LLC50,226$15.09M0.1%-29.6%0.018%
9/9/2026Community Bank N.A.5,506$1.65M0.2%-2.3%0.002%
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9/9/2026RFG Advisory LLC18,947$5.69M0.1%+253.3%0.007%
9/9/2026NewEdge Advisors LLC109,040$32.76M0.1%+3.5%0.040%
9/9/2026IFP Advisors Inc25,119$7.55M0.1%-70.8%0.009%
9/9/2026Baird Financial Group Inc.567,640$170.55M0.2%-2.2%0.206%
9/9/2026Arcus Capital Partners LLC2,283$686K0.3%-52.0%0.001%
9/9/2026One Charles Private Wealth Services LLC6,518$1.96M0.5%-3.2%0.002%
9/9/2026BayBridge Capital Group LLC27,675$8.32M4.3%+13.0%0.010%
9/8/2026Ramsay Stattman Vela & Price Inc.31,340$9.42M1.7%-6.5%0.011%
9/8/2026Hudock Inc.730$220K0.0%N/A0.000%
9/8/2026Allworth Financial LP55,752$16.75M0.1%-2.6%0.020%
9/8/2026Bank OZK1,009$303K0.1%-7.6%0.000%
9/8/2026Paragon Capital Management Ltd700$211K0.0%N/A0.000%
9/4/2026Parkside Financial Bank & Trust33,597$10.09M0.7%-10.0%0.012%
9/2/2026Range Advisory LLC11,215$3.37M0.4%+24.7%0.004%
8/27/2026Corient Private Wealth LP524,135$157.48M0.2%+4.8%0.190%
8/27/2026Tucker Asset Management LLC2,278$684K0.2%+127.1%0.001%
8/27/2026SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co29,608$8.90M2.9%+40.1%0.011%
8/26/2026HORAN Wealth LLC6,587$1.98M0.2%-48.6%0.002%
8/26/2026HighTower Advisors LLC712,746$214.14M0.2%+10.9%0.259%
8/25/2026Advus Financial Partners LLC2,593$779K0.2%-13.4%0.001%
8/23/2026Tanager Wealth Management LLP9,168$2.76M0.2%-16.9%0.003%
8/23/2026Mason & Associates LLC704$212K0.0%N/A0.000%
8/23/2026Readystate Asset Management LP2,026$609K0.0%-82.6%0.001%
8/23/2026Ameritas Advisory Services LLC16,785$5.04M0.1%-1.8%0.006%
8/23/2026Wedmont Private Capital17,876$5.29M0.1%+16.7%0.006%
8/23/2026Kintra Wealth LLC3,582$1.09M0.1%+2.7%0.001%
8/23/2026Endeavor Private Wealth Inc.2,565$771K0.2%-7.3%0.001%
8/23/2026SFG Wealth Management LLC.1,441$433K0.2%-11.2%0.001%
8/23/2026HB Wealth Management LLC54,929$16.50M0.1%-7.2%0.020%
8/23/2026Nilsine Partners LLC41,274$12.40M0.9%+13.5%0.015%
8/23/2026Northeast Planning Associates INC. NH996$299K0.2%-23.2%0.000%
8/23/2026Nvest Financial LLC1,181$355K0.1%+9.7%0.000%
8/23/2026Angeles Wealth Management LLC8,846$2.66M0.1%+37.6%0.003%
8/23/2026Unique Wealth LLC30,580$9.19M1.1%-2.0%0.011%
8/23/2026Kaydan Wealth Management Inc.70,426$21.16M6.4%+314.9%0.026%
8/22/2026Advisory Solutions Group LLC6,756$2.03M0.7%N/A0.002%
8/22/2026Schuylkill Financial LLC4,756$1.43M1.3%N/A0.002%
8/22/2026Compass Financial Management LLC6,030$1.82M0.2%N/A0.002%
8/22/2026NBH Bank4,367$1.31M0.6%N/A0.002%
8/22/2026Gainline Financial Partners LLC4,611$1.39M1.3%N/A0.002%
8/22/2026William John Sempolinski4,668$1.40M0.6%N/A0.002%
8/22/2026MW Advisory LLC1,265$380K0.2%N/A0.000%
8/22/2026Tenet Wealth Partners LLC1,230$360K0.3%N/A0.000%
8/22/2026Maloon Powers Pitre Higgins & Dennehy LLC1,338$402K0.1%N/A0.000%
8/22/2026Old Mission Investment Co LLC1,246$374K0.1%N/A0.000%
8/22/2026Montgomery Financial Services LLC100$30K0.0%N/A0.000%
8/22/2026Highland Investment Advisors LLC3,607$1.08M0.5%N/A0.001%
8/22/2026Timbuktu Capital Management LLC142$43K0.1%N/A0.000%
8/22/2026TOP Private Wealth LLC.339$102K0.1%N/A0.000%
8/22/2026Hopwood Nicholas Hunter1,757$528K0.1%-99.7%0.001%
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8/22/2026Plan A Wealth LLC1,107$333K0.1%-30.1%0.000%
8/22/2026Three Seasons Wealth LLC9,248$2.78M0.3%-35.3%0.003%
8/22/2026Shum Financial Group Inc.794$239K0.1%N/A0.000%
8/22/2026Vested Financial Planning LLC744$223K0.1%N/A0.000%
8/22/2026Retirement Wealth Solutions LLC887$266K0.1%-20.9%0.000%
8/22/2026Rik Saylor Financial Inc.13,375$4.02M2.5%-1.6%0.005%
8/22/2026ZEGA Investments LLC2,003$602K0.1%-7.6%0.001%
8/22/2026NWF Advisory Services Inc.33,869$10.18M1.0%+2.5%0.012%
8/22/2026Rogco LP83$25K0.0%N/A0.000%
8/22/2026Tassel Capital Management Inc.1,080$325K0.2%-19.6%0.000%


IWM Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,874 institutional investors and hedge funds held shares of iShares Russell 2000 ETF. The most heavily invested institutionals were Bank of America Corp DE ($10.69B), Goldman Sachs Group Inc. ($10.23B), Morgan Stanley ($4.21B), JPMorgan Chase & Co. ($1.87B), Empower Advisory Group LLC ($1.86B), Holocene Advisors LP ($1.23B), and Rafferty Asset Management LLC ($1.23B).Learn more on iShares Russell 2000 ETF's institutional investors.

Of the 2,437 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: Bank of America Corp DE ($51.95M), Goldman Sachs Group Inc. ($47.29M), Proficio Capital Partners LLC ($21.32M), CTC LLC ($13.80M), JPMorgan Chase & Co. ($5.84M), Holocene Advisors LP ($5.70M), and Laurel Wealth Advisors LLC ($2.85M).

Institutional investors have bought a total of 95,022,832 shares in the last 24 months. This purchase volume represents approximately $23.37B in transactions.

Of the 1,219 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: Bank of America Corp DE ($8.17M), Jones Financial Companies Lllp ($3.80M), Laurel Wealth Advisors LLC ($2.85M), M&T Bank Corp ($2.24M), Rafferty Asset Management LLC ($1.77M), Optiver Holding B.V. ($1.20M), and Morgan Stanley ($1.03M).

Institutional investors have sold a total of 34,248,384 shares in the last 24 months. This volume of shares sold represents approximately $8.79B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IWM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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