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iShares Russell 2000 ETF (IWM) Institutional Ownership

iShares Russell 2000 ETF logo
$205.51 -2.19 (-1.05%)
Closing price 05/28/2025 04:10 PM Eastern
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$207.47 +1.96 (+0.95%)
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Institutional Ownership Changes (13F Filings) for iShares Russell 2000 ETF (NYSEARCA:IWM)

Number of
Institutional Buyers
(last 12 months)
1682
Total
Institutional Inflows
(last 12 months)
$24.24B
Number of
Institutional Sellers
(last 12 months)
1335
Total
Institutional Outflows
(last 12 months)
$5.57B
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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
5/28/2025 Jones 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%
5/27/2025 Jacobi Capital Management LLC68,825$13.73M1.0%+6.9%0.023%
5/27/2025 Advisors Capital Management LLC3,297$658K0.0%-26.2%0.001%
5/21/2025 MBL Wealth LLC6,640$1.33M0.1%-2.7%0.002%
5/21/2025 McAdam LLC1,615$322K0.0%-34.7%0.001%
5/21/2025 Geneos Wealth Management Inc.30,828$6.15M0.2%+4.0%0.010%
5/21/2025 Bluefin Capital Management LLC51,061$10.19M7.4%N/A0.017%
5/20/2025 Fortis Capital Advisors LLC1,181$236K0.0%-87.7%0.000%
5/20/2025 Belpointe Asset Management LLC16,267$3.25M0.2%-55.8%0.005%
5/20/2025 Focus Partners Wealth348,723$69.57M0.2%-11.4%0.115%
5/20/2025 Flaharty Asset Management LLC2,768$552K0.1%-11.3%0.001%
5/20/2025 Integrity Alliance LLC.9,243$1.84M0.1%+9.6%0.003%
5/20/2025 Glenview Trust co84,190$16.80M0.3%-0.4%0.028%
5/20/2025 Aspen Investment Management Inc32,190$6.42M3.0%-14.7%0.011%
5/19/2025 SageView Advisory Group LLC5,200$1.04M0.0%-3.5%0.002%
5/19/2025 Game Plan Financial Advisors LLC4,420$882K0.4%-51.9%0.001%
5/19/2025 SCS Capital Management LLC47,850$9.55M0.1%+2,231.9%0.016%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC9,300$1.86M0.0%+16.3%0.003%
5/19/2025 Legacy Advisory Services LLC18,106$3.61M3.1%N/A0.006%
5/16/2025 McIlrath & Eck LLC1,113$222K0.0%-6.6%0.000%
5/16/2025 Empowered Funds LLC4,603$918K0.0%-82.9%0.002%
5/16/2025 AAF Wealth Management LLC2,919$582K0.3%-6.1%0.001%
5/16/2025 Ascent Group LLC13,120$2.62M0.1%N/A0.004%
5/16/2025 Arete Wealth Advisors LLC27,378$5.46M0.4%+2.8%0.009%
5/16/2025 Great Lakes Advisors LLC13,132$2.62M0.0%-83.0%0.004%
5/16/2025 Caxton Associates LLP8,476$1.69M0.1%N/A0.003%
5/16/2025 Ashton Thomas Private Wealth LLC40,373$8.05M0.3%-1.2%0.013%
5/16/2025 Resources Management Corp CT ADV546$109K0.0%-11.4%0.000%
5/16/2025 Jones Financial Companies Lllp7,791,161$1.56B1.4%-7.7%2.578%
5/16/2025 Coordinated Financial Services Inc. CO6,069$1.21M0.9%N/A0.002%
5/16/2025 Rise Advisors LLC2,048$409K0.2%+6.7%0.001%
5/16/2025 Punch & Associates Investment Management Inc.140$28K0.0%-71.4%0.000%
5/16/2025 Plancorp LLC5,059$1.01M0.0%+92.9%0.002%
5/16/2025 New England Asset Management Inc.13,570$2.71M0.4%+3.0%0.004%
5/16/2025 NWI Management LP5,000$997K0.1%N/A0.002%
5/16/2025 NewEdge Advisors LLC109,448$21.83M0.1%-6.8%0.036%
5/16/2025 Integrated Wealth Concepts LLC70,919$14.15M0.2%-5.4%0.023%
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5/16/2025 Investmark Advisory Group LLC1,553$310K0.2%+5.5%0.001%
5/16/2025 KADENSA CAPITAL Ltd79,277$15.82M2.0%+33.5%0.026%
5/16/2025 Kettle Hill Capital Management LLC34,102$6.80M1.9%-50.3%0.011%
5/16/2025 Hancock Whitney Corp34,010$6.79M0.2%-20.3%0.011%
5/16/2025 Edmond DE Rothschild Holding S.A.6,389$1.28M0.0%-10.4%0.002%
5/16/2025 Clark Capital Management Group Inc.2,348$468K0.0%-67.6%0.001%
5/16/2025 Curi RMB Capital LLC13,481$2.69M0.1%-52.2%0.004%
5/16/2025 Bosun Asset Management LLC11,156$2.23M1.0%+45.8%0.004%
5/16/2025 Broadwood Capital Inc.474,920$94.74M7.7%-8.7%0.157%
5/16/2025 Alliancebernstein L.P.562,339$112.18M0.0%-47.9%0.186%
5/16/2025 Banque Transatlantique SA1,534$283K0.0%+27.4%0.001%
5/16/2025 AQR Capital Management LLC121,729$24.28M0.0%+14.1%0.040%
5/16/2025 AlTi Global Inc.23,212$4.63M0.1%-15.8%0.008%
5/16/2025 Amundi195$37K0.0%-89.7%0.000%
5/16/2025 Ancora Advisors LLC6,191$1.24M0.0%-1.8%0.002%
5/16/2025 Aprio Wealth Management LLC5,679$1.13M0.1%+1.2%0.002%
5/16/2025 1 North Wealth Services LLC170$34K0.0%N/A0.000%
5/16/2025 59 North Capital Management LP1,731,163$345.35M12.4%+107.8%0.573%
5/15/2025 Paragon Private Wealth Management LLC1,587$317K0.1%N/A0.001%
5/15/2025 Federation des caisses Desjardins du Quebec52,021$10.38M0.1%-37.0%0.017%
5/15/2025 Perbak Capital Partners LLP3,881$774K0.6%-94.3%0.001%
5/15/2025 EP Wealth Advisors LLC45,887$9.15M0.1%+4.2%0.015%
5/15/2025 LGL Partners LLC11,816$2.36M1.1%-1.7%0.004%
5/15/2025 First Manhattan CO. LLC.1,555$310K0.0%+6.2%0.001%
5/15/2025 Durable Capital Partners LP1,263,352$252.03M2.3%+46.9%0.418%
5/15/2025 Paloma Partners Management Co773$154K0.0%-91.6%0.000%
5/15/2025 Core Wealth Advisors Inc.4,608$919K0.3%-1.4%0.002%
5/15/2025 Focus Partners Advisor Solutions LLC23,547$4.70M0.1%+15.0%0.008%
5/15/2025 Flputnam Investment Management Co.57,317$11.43M0.2%-10.0%0.019%
5/15/2025 Point72 Europe London LLP96,221$19.20M1.3%N/A0.032%
5/15/2025 Alpine Global Management LLC3,787$755K0.2%-90.2%0.001%
5/15/2025 Betterment LLC5,889$1.18M0.0%-3.6%0.002%
5/15/2025 Ananym Capital Management LP1,695$338K0.2%-91.8%0.001%
5/15/2025 Alamea Verwaltungs GmbH5,025$1.00M0.9%N/A0.002%
5/15/2025 Retirement Planning Co of New England Inc.1,270$253K0.1%-15.1%0.000%
5/15/2025 Cura Wealth Advisors LLC1,121$224K0.1%-34.9%0.000%
5/15/2025 Calton & Associates Inc.17,828$3.56M0.8%+419.3%0.006%
5/15/2025 Connecticut Wealth Management LLC26,157$5.22M0.3%-12.3%0.009%
5/15/2025 Benchmark Investment Advisors LLC3,383$675K0.4%-30.8%0.001%
5/15/2025 Titleist Asset Management LLC127,133$25.36M2.9%-0.8%0.042%
5/15/2025 Baird Financial Group Inc.578,874$115.48M0.2%-0.7%0.192%
5/15/2025 Pinnacle Wealth Planning Services Inc.13,300$2.65M0.4%-34.2%0.004%
5/15/2025 Activest Wealth Management4,918$981K0.3%+25.0%0.002%
5/15/2025 Azora Capital LP20,861$4.16M0.3%N/A0.007%
5/15/2025 Albar Capital Partners LLP22,425$4.47M2.0%N/A0.007%
5/15/2025 Vident Advisory LLC12,844$2.56M0.0%-9.9%0.004%
5/15/2025 Evergreen Capital Management LLC33,931$6.77M0.2%+2.2%0.011%
5/15/2025 Canada Pension Plan Investment Board3,010,000$600.47M0.6%+74.7%0.996%
5/15/2025 All Terrain Financial Advisors LLC116,171$23.18M7.3%+16.1%0.038%
5/15/2025 WPG Advisers LLC558$111K0.1%N/A0.000%
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5/15/2025 State of Wyoming42,505$8.48M1.1%+135.4%0.014%
5/15/2025 Tortoise Investment Management LLC5,823$1.16M0.1%-1.3%0.002%
5/15/2025 Trexquant Investment LP1,240$247K0.0%+21.4%0.000%
5/15/2025 Gerber Kawasaki Wealth & Investment Management11,334$2.26M0.1%-31.1%0.004%
5/15/2025 Monterey Private Wealth Inc.3,057$610K0.2%-18.6%0.001%
5/15/2025 Okabena Investment Services Inc.3,118$622K0.2%+8.3%0.001%
5/15/2025 Cape ANN Savings Bank5,464$1.09M0.7%-0.9%0.002%
5/15/2025 Cascade Investment Group Inc.1,876$374K0.3%+47.6%0.001%
5/15/2025 D L Carlson Investment Group Inc.6,957$1.39M0.3%-14.2%0.002%
5/15/2025 Earnest Partners LLC28,972$5.78M0.0%-66.8%0.010%
(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, 2,679 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 IWM's institutional investors.

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

Of the 2,298 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: 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 179,222,795 shares in the last 24 months. This purchase volume represents approximately $36.47B in transactions.

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

Of the 1,722 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: Envestnet Asset Management Inc. ($10.13M), Banque Pictet & Cie SA ($4.94M), Toronto Dominion Bank ($4.86M), Granite Bay Wealth Management LLC ($3.89M), Varma Mutual Pension Insurance Co ($2.99M), International Assets Investment Management LLC ($2.83M), and SG Americas Securities LLC ($2.10M).

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

Institutional investors have sold a total of 68,221,320 shares in the last 24 months. This volume of shares sold represents approximately $13.57B in transactions.


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This page (NYSEARCA:IWM) was last updated on 5/29/2025 by MarketBeat.com Staff
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