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iShares Russell 2000 ETF (IWM) Institutional Ownership

iShares Russell 2000 ETF logo
$299.84 +2.17 (+0.73%)
As of 01:47 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)
1474
Total
Institutional Inflows
(last 12 months)
$23.30B
Number of
Institutional Sellers
(last 12 months)
1202
Total
Institutional Outflows
(last 12 months)
$8.56B
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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
8/21/2026 Continuum Advisory LLC15,955$4.79M0.4%-4.0%0.006%
8/21/2026 Ewing Morris & Co. Investment Partners Ltd.1,711$514K0.3%N/A0.001%
8/21/2026 Round Rock Advisors LLC2,675$804K0.1%-1.3%0.001%
8/21/2026 EMC Capital Management128,970$38.75M15.2%N/A0.047%
8/21/2026 Robbins Farley308$93K0.0%N/A0.000%
8/21/2026 Firestone Capital Management16,087$4.83M0.9%+1.1%0.006%
8/21/2026 Natural Investments LLC2,342$703K0.2%+57.5%0.001%
8/21/2026 XML Financial LLC43,054$12.94M0.9%-0.2%0.016%
8/21/2026 Tsfg LLC5,329$1.60M0.2%-14.8%0.002%
8/21/2026 KFA Private Wealth Group LLC3,899$1.17M0.3%+145.5%0.001%
8/21/2026 Symphony Financial Ltd. Co.50,384$15.08M1.7%+9.0%0.018%
8/21/2026 Chesapeake Wealth Management10,749$3.23M0.9%-5.0%0.004%
8/21/2026 Independence Bank of Kentucky27,712$8.33M0.9%+1.7%0.010%
8/21/2026 Bedel Financial Consulting Inc.11,795$3.54M0.3%-1.1%0.004%
8/21/2026 Murphy Middleton Hinkle & Parker Inc.2,663$800K0.3%-3.0%0.001%
8/21/2026 Investors Research Corp1,945$584K0.1%-33.3%0.001%
8/21/2026 Triumph Capital Management16,870$5.07M0.9%-21.8%0.006%
8/20/2026 Proficio Capital Partners LLC3,107$934K0.0%+27.4%0.001%
8/20/2026 Nwam LLC11,119$3.34M0.2%+7.9%0.004%
8/20/2026 Cavalier Investments LLC2,139$643K0.0%-98.9%0.001%
8/20/2026Gill Capital Partners LLC538$162K0.0%-11.7%0.000%
8/20/2026Rehmann Capital Advisory Group21,314$6.40M0.3%+5.2%0.008%
8/20/2026 Orgel Wealth Management LLC7,368$2.21M0.0%+11.7%0.003%
8/20/2026 JNBA Financial Advisors2,486$747K0.0%-5.5%0.001%
8/20/2026 Grandeur Peak Global Advisors LLC9,286$2.79M0.7%N/A0.003%
8/20/2026 Addenda Capital Inc.18,910$5.68M0.2%-13.1%0.007%
8/20/2026 Oarsman Capital Inc.1,054$317K0.0%-3.3%0.000%
8/20/2026 Camelot Portfolios LLC9,158$2.75M1.8%+32.2%0.003%
8/20/2026 RPg Family Wealth Advisory LLC10,298$3.09M0.5%+5.5%0.004%
8/20/2026 Risk Paradigm Group LLC10,168$3.06M2.0%+6.0%0.004%
8/20/2026 Headlands Technologies LLC12,600$3.79M0.4%N/A0.005%
8/20/2026 Ancora Advisors LLC5,351$1.61M0.0%-11.2%0.002%
8/20/2026 Sigma Planning Corp20,404$6.13M0.2%+1.3%0.007%
8/20/2026 Two Sigma Securities LLC16,048$4.82M0.4%+920.2%0.006%
8/20/2026 B & T Capital Management DBA Alpha Capital Management3,634$1.09M0.1%-31.6%0.001%
8/20/2026 Benjamin Edwards Inc.17,925$5.39M0.0%+12.1%0.007%
8/20/2026 GTS Securities LLC104,815$31.48M0.7%+74.0%0.038%
8/20/2026 Jasper Ridge Partners L.P.55,688$16.73M0.4%-5.8%0.020%
8/20/2026 Flputnam Investment Management Co.46,775$14.00M0.2%+10.4%0.017%
8/20/2026 Northwestern Mutual Wealth Management Co.632,247$189.96M0.1%-1.2%0.230%
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8/20/2026 Wedbush Securities Inc.13,285$3.99M0.1%-1.7%0.005%
8/20/2026 Sheets Smith Wealth Management710$213K0.0%N/A0.000%
8/20/2026 Okabena Investment Services Inc.3,301$992K0.2%+1.3%0.001%
8/20/2026 Penn Capital Management Company LLC3,036$912K0.1%-52.8%0.001%
8/20/2026 Greenleaf Trust13,911$4.18M0.0%-1.2%0.005%
8/19/2026 Marvin & Palmer Associates Inc.6,950$2.09M1.3%N/A0.003%
8/19/2026 Capital Advisors Inc. OK6,116$1.84M0.0%+7.7%0.002%
8/19/2026 Trustmark Bank Trust Department1,544$464K0.0%+72.7%0.001%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC143,441$43.10M0.0%+21.7%0.052%
8/19/2026 Washington Trust Bank17,491$5.26M0.4%+57.6%0.006%
8/19/2026 Toth Financial Advisory Corp10,389$3.12M0.3%+22.0%0.004%
8/19/2026 Investors Asset Management of Georgia Inc. GA ADV26,244$7.89M2.7%+1.9%0.010%
8/19/2026 Ferguson Wellman Capital Management Inc.267,097$80.25M1.0%-1.1%0.097%
8/19/2026 Roffman Miller Associates Inc. PA1,219$366K0.0%+3.8%0.000%
8/19/2026 Security Benefit Life Insurance Co. KS2,000$601K0.3%N/A0.001%
8/19/2026 Chapin Davis Inc.967$291K0.1%-21.0%0.000%
8/19/2026 Hsbc Holdings PLC377,742$113.44M0.0%+29.4%0.137%
8/19/2026 Tandem Capital Management Corp ADV790$237K0.1%N/A0.000%
8/19/2026 Archer Investment Corp12,333$3.71M0.6%-3.0%0.004%
8/19/2026 Kingsview Wealth Management LLC28,997$8.71M0.1%+5.1%0.011%
8/18/2026 United Capital Financial Advisors LLC81,209$24.39M0.1%+2.3%0.030%
8/18/2026 Grandeur Peak Global Advisors LLC9,286$2.79M0.6%N/A0.003%
8/18/2026 Old North State Trust LLC5,145$1.55M0.8%-1.0%0.002%
8/18/2026 Equitable Holdings Inc.141,621$42.55M0.3%-11.4%0.051%
8/18/2026 Centaurus Financial Inc.32,582$9.79M0.4%-51.1%0.012%
8/18/2026 Public Employees Retirement System of Ohio39,415$8.72M0.0%N/A0.014%
8/17/2026 Proficio Capital Partners LLC3,107$934K0.0%+27.4%0.001%
8/17/2026 Pure Financial Advisors LLC9,137$2.75M0.0%-4.0%0.003%
8/17/2026 Corient Private Wealth LP512,345$153.93M0.1%+2.4%0.186%
8/17/2026 Perennial Investment Advisors LLC4,887$1.47M0.1%-1.0%0.002%
8/17/2026 Plotkin Financial Advisors LLC1,625$488K0.2%+6.4%0.001%
8/17/2026 Bank of America Corp DE35,580,461$10.69B0.7%-14.5%12.927%
8/15/2026 First Bancorp Inc ME 823$247K0.1%N/A0.000%
8/14/2026 Front Street Capital Management Inc.1,251$376K0.0%N/A0.000%
8/12/2026 Compass Financial Management LLC6,472$2.01M0.2%N/A0.002%
8/12/2026 C M Bidwell & Associates Ltd.33,230$10.04M4.1%N/A0.012%
8/5/2026USA Financial Formulas435,956$108.12M19.8%+15,520.1%0.158%
7/25/2026 Financial Perspectives Inc4,520$1.36M0.3%+4.4%0.002%
7/25/2026 Fortis Group Advisors LLC9,333$2.80M0.4%-10.0%0.003%
7/25/2026 Wealth Advisory Solutions LLC15,094$4.54M0.9%-8.8%0.005%
7/25/2026 Udine Wealth Management Inc.10,309$3.10M1.3%+1.9%0.004%
7/25/2026 BridgePort Financial Solutions LLC3,867$1.16M0.3%+5.2%0.001%
7/25/2026 Xcel Wealth Management LLC1,273$382K0.1%-23.7%0.000%
7/25/2026 WealthBridge Capital Management LLC15,325$4.61M0.9%-1.4%0.006%
7/25/2026 a16z Perennial Management L.P.3,250$976K0.1%N/A0.001%
7/25/2026 Boston Trust Walden Corp22,352$6.72M0.1%-62.9%0.008%
7/25/2026 TCV Trust & Wealth Management Inc.19,934$5.99M0.5%-1.1%0.007%
7/25/2026 Lansing Street Advisors19,713$5.92M1.3%+3.8%0.007%
7/25/2026 James Investment Research Inc.39,500$11.87M1.2%+5.0%0.014%
7/25/2026 Investment Partners Asset Management Inc.2,639$793K0.4%-1.5%0.001%
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7/25/2026 Greenwood Gearhart LLC176,816$53.12M2.5%+2.4%0.064%
7/25/2026 Optima Capital LLC7,853$2.36M0.9%+6.5%0.003%
7/24/2026 CPC Advisors LLC842$253K0.0%-27.7%0.000%
7/24/2026 Avidian Wealth Enterprises LLC27,959$8.40M0.2%-4.3%0.010%
7/24/2026 D.A. Davidson & CO.112,304$33.74M0.2%-4.5%0.041%
7/24/2026 Columbia Bank3,061$920K0.2%+24.6%0.001%
7/24/2026 Benjamin Edwards Inc.17,925$5.39M0.0%+12.1%0.006%
7/24/2026 XML Financial LLC43,054$12.94M0.9%-0.2%0.016%
7/24/2026 Surience Private Wealth LLC38,557$11.58M10.2%+85.6%0.014%
7/24/2026 Nilsine Partners LLC41,274$12.40M0.9%+13.5%0.015%


IWM Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,847 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 2,416 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 94,682,036 shares in the last 24 months. This purchase volume represents approximately $23.26B in transactions.

Of the 1,201 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 33,481,297 shares in the last 24 months. This volume of shares sold represents approximately $8.56B 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 8/21/2026. New 13F filings are added each quarter as they're published.
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