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iShares Russell 2000 ETF (IWM) Institutional Ownership

iShares Russell 2000 ETF logo
$285.12 +2.63 (+0.93%)
As of 05/22/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
1670
Total
Institutional Inflows
(last 12 months)
$27.24B
Number of
Institutional Sellers
(last 12 months)
1398
Total
Institutional Outflows
(last 12 months)
$8.87B
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IWM Institutional Buying and Selling by Quarter

iShares Russell 2000 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026Independent Wealth Advisors LLC2,790$692K0.7%+5.6%0.001%
5/22/2026 Segall Bryant & Hamill LLC38,578$9.57M0.1%-29.9%0.014%
5/22/2026Verus Capital Partners LLC4,213$1.05M0.1%-37.3%0.002%
5/21/2026 GKV Capital Management Co. Inc.212$53K0.0%N/A0.000%
5/20/2026 Arete Wealth Advisors LLC29,826$7.39M0.4%-4.8%0.011%
5/20/2026 SOA Wealth Advisors LLC.83,820$20.79M2.2%+0.0%0.030%
5/19/2026 Front Row Advisors LLC932$231K0.1%+6.3%0.000%
5/19/2026 Western Wealth Management LLC16,969$4.21M0.2%+47.9%0.006%
5/19/2026 McIlrath & Eck LLC908$225K0.0%-11.5%0.000%
5/19/2026 Cim Investment Management Inc.855$212K0.1%-43.8%0.000%
5/19/2026 Paragon Private Wealth Management LLC10,273$2.55M0.8%+3.0%0.004%
5/19/2026 Bank of America Corp DE41,595,539$10.32B0.8%-4.9%14.979%
5/19/2026 Genesis Financial Group LLC21,989$5.45M3.4%+25.2%0.008%
5/19/2026 JTC Employer Solutions Trustee Ltd755$187K0.0%+101.3%0.000%
5/19/2026 Chesapeake Wealth Management11,313$2.81M0.9%-5.5%0.004%
5/19/2026 Centaurus Financial Inc.66,603$16.52M0.8%+188.3%0.024%
5/19/2026 Strategic Investment Advisors MI518$128K0.0%N/A0.000%
5/19/2026 Ashton Thomas Securities LLC10,785$2.68M0.3%N/A0.004%
5/19/2026 Arkadios Wealth Advisors27,483$6.82M0.1%-41.9%0.010%
5/19/2026 Strategic Planning Inc.3,280$813K0.4%N/A0.001%
5/19/2026 Arete Wealth Advisors LLC29,826$7.39M0.5%-4.8%0.011%
5/18/2026 Sunbelt Securities Inc.7,631$1.89M0.1%-13.5%0.003%
5/18/2026 EverSource Wealth Advisors LLC5,149$1.28M0.0%+23.9%0.002%
5/18/2026 Talon Private Wealth LLC1,718$426K0.1%N/A0.001%
5/18/2026 Readystate Asset Management LP11,657$2.89M0.1%+726.2%0.004%
5/18/2026 Evelyn Partners Investment Management LLP2,180$541K0.0%-9.0%0.001%
5/18/2026 Evercore Wealth Management LLC38,929$9.65M0.2%-0.4%0.014%
5/16/2026 Mittelman Wealth Management5,401$1.34M0.8%-45.1%0.002%
5/16/2026 KCM Investment Advisors LLC9,678$2.40M0.1%+6.1%0.003%
5/16/2026 Measured Risk Portfolios Inc.2,304$571K0.6%+1.7%0.001%
5/16/2026 Quantinno Capital Management LP67,678$16.78M0.0%+28.5%0.024%
5/16/2026 Jessup Wealth Management Inc9,928$2.46M0.9%-9.2%0.004%
5/15/2026 Cardiff Park Advisors LLC5,311$1.32M0.1%-2.7%0.002%
5/15/2026 Gateway Wealth Partners LLC5,000$1.24M0.0%+262.3%0.002%
5/15/2026 Wealth Watch Advisors INC7,855$1.95M0.8%+24.2%0.003%
5/15/2026 Quadcap Wealth Management LLC11,772$2.92M0.3%-15.6%0.004%
5/15/2026 Bradley Foster & Sargent Inc. CT47,291$11.73M0.2%+21.1%0.017%
5/15/2026 Vawter Financial Ltd.2,922$725K0.3%-14.6%0.001%
5/15/2026 Marquette Associates Inc.3,313$822K0.9%N/A0.001%
5/15/2026 Matrix Private Capital Group LLC5,200$1.29M0.6%N/A0.002%
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5/15/2026 London Co. of Virginia22,334$5.54M0.0%-57.5%0.008%
5/15/2026 Punch & Associates Investment Management Inc.185$46K0.0%-63.4%0.000%
5/15/2026 Vivaldi Capital Management LP4,071$1.01M0.1%-1.0%0.001%
5/15/2026 St. Louis Trust Co31,465$7.80M0.9%+9.4%0.011%
5/15/2026 Cannell & Spears LLC4,930$1.18M0.0%-6.3%0.002%
5/14/2026 Sentinel Advisory Group LLC1,605$398K0.2%N/A0.001%
5/14/2026 Gamco Investors INC. ET AL2,815$698K0.0%-64.0%0.001%
5/14/2026 Rockbridge Investment Management LCC2,806$696K0.1%+13.7%0.001%
5/14/2026 GC Wealth Management RIA LLC16,421$4.07M0.2%+1.4%0.006%
5/14/2026 FCA Corp TX7,584$1.88M0.5%-1.7%0.003%
5/14/2026 Compound Planning Inc.42,450$10.53M0.3%-1.9%0.015%
5/14/2026 Klingman & Associates LLC31,249$7.75M0.4%-1.1%0.011%
5/14/2026 Modern Wealth Management LLC205,625$51.32M0.9%+2,314.3%0.074%
5/14/2026 Keebeck Wealth Management10,233$2.54M0.3%-29.7%0.004%
5/14/2026 Volterra Technologies LP4,983$1.24M0.2%-38.5%0.002%
5/14/2026 Arrowstreet Capital Limited Partnership36,630$9.08M0.0%+14.1%0.013%
5/14/2026 Clarkston Capital Partners LLC2,600$645K0.0%-11.9%0.001%
5/14/2026 RMG Wealth Management LLC2,248$558K0.1%N/A0.001%
5/14/2026 Dickmeyer Boyce Financial Management Inc.903$224K0.1%N/A0.000%
5/14/2026 American Financial Advisors LLC3,520$873K0.1%-2.3%0.001%
5/14/2026 Sei Investments Co.41,084$10.19M0.0%+150.9%0.015%
5/14/2026 MWA Asset Management5,182$1.29M0.7%+1.6%0.002%
5/14/2026 State of Wyoming7,195$1.78M0.2%+16.0%0.003%
5/13/2026 Wealthspire Retirement LLC1,268$314K0.0%-5.4%0.000%
5/13/2026 Aureus Asset Management LLC21,901$5.43M0.4%+13.2%0.008%
5/13/2026 KCM Capital Inc20,100$4.99M0.8%+95.1%0.007%
5/13/2026 Cambridge Associates LLC MA ADV26,269$6.52M0.1%-11.4%0.009%
5/13/2026 Levin Capital Strategies L.P.1,775$440K0.0%-17.7%0.001%
5/13/2026 Sachem Hill LLC9,982$2.48M0.5%-1.1%0.004%
5/13/2026 Signature Equity Partners LLC12,169$3.02M1.6%+1.1%0.004%
5/13/2026 NewEdge Wealth LLC22,106$5.48M0.1%-31.0%0.008%
5/13/2026 Arvest Bank Trust Division274,763$68.14M3.7%-2.7%0.099%
5/13/2026 First Citizens Bank & Trust Co.28,140$6.98M0.1%-5.2%0.010%
5/13/2026 Alesco Advisors LLC An ESL Co6,430$1.60M0.0%-2.6%0.002%
5/13/2026 First Trust Advisors LP5,700$1.41M0.0%-2.9%0.002%
5/12/2026 Marin Bay Wealth Advisors LLC18,408$4.57M1.4%+940.6%0.007%
5/12/2026 Insight Advisors LLC PA4,455$1.11M0.2%+9.6%0.002%
5/12/2026 Phillip James Consulting Co.251$62K0.0%N/A0.000%
5/8/2026 PNC Financial Services Group Inc.3,187,467$790.49M0.5%+6.6%1.148%
5/8/2026 HORAN Wealth LLC12,820$3.16M0.3%+100.0%0.005%
5/8/2026 Burling Wealth Partners LLC28,612$7.10M1.1%-10.1%0.010%
5/8/2026 Glenview Trust Co81,462$20.20M0.3%+0.1%0.029%
5/8/2026 Madison Asset Management LLC5,855$1.45M0.0%+3.0%0.002%
5/8/2026 Summit Global Investments1,046$259K0.0%N/A0.000%
5/8/2026 Cassaday & Co Wealth Management LLC3,688$915K0.0%+1.5%0.001%
5/8/2026 Rice Partnership LLC641$159K0.0%-12.0%0.000%
5/8/2026 JMG Financial Group Ltd.29,830$7.40M0.2%-4.4%0.011%
5/8/2026 MWA Asset Management5,204$1.29M0.7%+2.0%0.002%
5/8/2026 Ridgepath Capital Management LLC37,239$9.24M4.6%+246.2%0.013%
5/8/2026 JSF Financial LLC4,063$1.01M0.2%-1.2%0.001%
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5/8/2026 ESL Trust Services LLC555$138K0.0%-31.1%0.000%
5/7/2026 Legacy Wealth Managment LLC ID984$244K0.1%+52.6%0.000%
5/7/2026 Florida Financial Advisors LLC1,162$288K0.1%-3.1%0.000%
5/7/2026 Beta Wealth Group Inc.2,998$743K0.3%+16.2%0.001%
5/7/2026 AlTi Global Inc.18,484$4.60M0.1%+10.8%0.007%
5/7/2026 Hollencrest Capital Management9,335$2.32M0.1%+1.1%0.003%
5/7/2026 NWK Group Inc.3,279$813K0.3%+1.1%0.001%
5/7/2026 Scarborough Advisors LLC150$37K0.0%N/A0.000%
5/7/2026 Balefire LLC2,148$533K0.1%-14.9%0.001%
5/7/2026 Parallel Advisors LLC28,151$6.98M0.1%+15.9%0.010%


IWM Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,862 institutional investors and hedge funds held shares of iShares Russell 2000 ETF. The most heavily invested institutionals were Bank of America Corp DE ($10.32B), 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 2,439 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 Toronto Dominion Bank ($3.54M).

Institutional investors have bought a total of 113,514,121 shares in the last 24 months. This purchase volume represents approximately $27.24B in transactions.

Of the 1,398 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: Jones Financial Companies Lllp ($4.32M), Laurel Wealth Advisors LLC ($2.85M), M&T Bank Corp ($2.24M), Bank of America Corp DE ($2.16M), HRT Financial LP ($2.14M), Rafferty Asset Management LLC ($1.77M), and US Bancorp DE ($1.66M).

Institutional investors have sold a total of 37,585,967 shares in the last 24 months. This volume of shares sold represents approximately $8.87B in transactions.



This page (NYSEARCA:IWM) was last updated on 5/23/2026 by MarketBeat.com Staff.
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