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iShares Russell 2000 ETF (IWM) Institutional Ownership

iShares Russell 2000 ETF logo
$223.55 -3.13 (-1.38%)
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Institutional Ownership Changes (13F Filings) for iShares Russell 2000 ETF (NYSEARCA:IWM)

Number of
Institutional Buyers
(last 12 months)
1716
Total
Institutional Inflows
(last 12 months)
$24.27B
Number of
Institutional Sellers
(last 12 months)
1384
Total
Institutional Outflows
(last 12 months)
$6.10B
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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
7/24/2025Comprehensive Money Management Services LLC985$213K0.2%N/A0.000%
7/24/2025West Bancorporation Inc.14,350$3.10M2.0%-7.4%0.005%
7/24/2025Folger Nolan Fleming Douglas Capital Management Inc.26,530$5.73M0.6%-2.3%0.009%
7/24/2025Trust Co. of Toledo NA OH23,147$5.00M0.6%N/A0.008%
7/24/2025Bernard Wealth Management Corp.5,976$1.29M0.6%+0.8%0.002%
7/24/2025KFA Private Wealth Group LLC1,283$277K0.1%N/A0.000%
7/24/2025Summit Place Financial Advisors LLC16,336$3.53M1.8%+6.0%0.006%
7/24/2025Eastern Bank14,740$3.18M0.1%+8.2%0.005%
7/24/2025Lmcg Investments LLC1,667$360K0.0%-4.7%0.001%
7/24/2025Agate Pass Investment Management LLC3,329$718K0.3%-28.1%0.001%
7/24/2025JFS Wealth Advisors LLC26,597$5.74M0.4%+7.9%0.009%
7/24/2025Greenwood Gearhart Inc.161,281$34.80M2.2%+5.4%0.056%
7/24/2025JB Capital LLC1,045$226K0.0%N/A0.000%
7/24/2025Robertson Stephens Wealth Management LLC35,610$7.68M0.2%-28.4%0.012%
7/24/2025Endeavor Private Wealth Inc.1,902$410K0.2%-22.8%0.001%
7/24/2025Cascade Investment Group Inc.1,276$275K0.2%-32.0%0.000%
7/24/2025Cyndeo Wealth Partners LLC2,459$531K0.0%-4.2%0.001%
7/24/2025Wealthstar Advisors LLC1,681$363K0.1%-4.8%0.001%
7/24/2025M1 Capital Management LLC3,215$694K0.3%+14.6%0.001%
7/24/20253Chopt Investment Partners LLC11,801$2.55M0.6%-2.0%0.004%
7/24/2025Gilliland Jeter Wealth Management LLC3,008$649K0.2%-3.4%0.001%
7/24/2025Pinion Investment Advisors LLC2,046$442K0.2%N/A0.001%
7/24/2025McKinley Carter Wealth Services Inc.28,824$6.22M0.3%-1.8%0.010%
7/24/2025Coordinated Financial Services Inc.5,630$1.22M0.8%N/A0.002%
7/24/2025KRS Capital Management LLC2,107$455K0.3%-2.5%0.001%
7/24/2025Horizon Bancorp Inc. IN22,866$4.93M2.5%+5.1%0.008%
7/24/2025Baldwin Wealth Partners LLC MA5,517$1.19M0.1%-1.6%0.002%
7/24/2025Callan Family Office LLC51,610$11.14M0.4%-9.3%0.018%
7/24/2025Blair William & Co. IL493,580$106.51M0.3%-4.8%0.170%
7/24/2025Mainstay Capital Management LLC ADV4,206$908K0.0%+100.9%0.001%
7/24/2025Game Plan Financial Advisors LLC7,238$1.56M0.7%+63.8%0.002%
7/24/2025Edge Financial Advisors LLC5,932$1.29M0.7%-17.5%0.002%
7/24/2025Leo Wealth LLC2,997$647K0.1%+1.9%0.001%
7/24/2025 McElhenny Sheffield Capital Management LLC1,010$218K0.0%-55.2%0.000%
7/24/2025Copperwynd Financial LLC946$204K0.1%N/A0.000%
7/24/2025US Bancorp DE2,663,880$574.84M0.7%-32.9%0.906%
7/23/2025 Fulton Breakefield Broenniman LLC42,275$9.12M0.6%-2.7%0.014%
7/23/2025 InTrack Investment Management Inc1,587$342K0.2%N/A0.001%
7/23/2025 Trifecta Capital Advisors LLC16,942$3.66M0.6%+0.9%0.006%
7/23/2025 First Merchants Corp14,530$3.14M0.1%-14.0%0.005%
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7/23/2025 Fluent Financial LLC37,925$8.18M3.4%-1.6%0.013%
7/23/2025 Clear Creek Financial Management LLC29,718$6.41M0.6%-5.5%0.010%
7/23/2025 Bar Harbor Wealth Management2,256$487K0.0%-2.2%0.001%
7/23/2025 Morton Capital Management LLC CA1,265$273K0.0%N/A0.000%
7/23/2025 Valmark Advisers Inc.8,738$1.89M0.0%-18.5%0.003%
7/23/2025 LifeSteps Financial Inc.12,315$2.66M1.8%+0.9%0.004%
7/23/2025 Winthrop Advisory Group LLC2,583$557K0.1%-10.6%0.001%
7/23/2025 Citizens National Bank Trust Department600$129K0.0%-19.5%0.000%
7/23/2025 Arcataur Capital Management LLC978$211K0.1%N/A0.000%
7/23/2025 NBT Bank N A NY34,669$7.48M0.5%-2.5%0.012%
7/23/2025 Lakeshore Capital Group Inc.3,644$786K0.7%-25.7%0.001%
7/23/2025 Madden Advisory Services Inc.2,211$477K0.2%+12.5%0.001%
7/23/2025 Proffitt & Goodson Inc.13,397$2.89M0.4%-24.7%0.005%
7/23/2025 Cortland Associates Inc. MO943$203K0.0%N/A0.000%
7/23/2025 Sax Wealth Advisors LLC2,196$474K0.0%-19.1%0.001%
7/23/2025 Venturi Wealth Management LLC102,692$22.16M1.1%+843.6%0.035%
7/23/2025 TPG Financial Advisors LLC1,730$373K0.1%N/A0.001%
7/23/2025 BankPlus Trust Department6,511$1.41M0.4%-18.5%0.002%
7/23/2025 Canopy Partners LLC3,466$748K0.3%-2.2%0.001%
7/23/2025 Kingswood Wealth Advisors LLC9,466$2.04M0.2%-17.7%0.003%
7/23/2025 Joel Isaacson & Co. LLC13,760$2.97M0.1%-12.3%0.005%
7/23/2025 Wise Wealth Partners2,378$513K0.9%+72.1%0.001%
7/23/2025 626 Financial LLC6,529$1.41M0.8%-0.9%0.002%
7/23/2025 Tyche Wealth Partners LLC5,566$1.20M0.2%-2.7%0.002%
7/23/2025 Woodside Wealth Management LLC2,650$572K0.5%-11.7%0.001%
7/23/2025 Ameliora Wealth Management Ltd.160$35K0.0%-45.8%0.000%
7/23/2025 Country Club Bank22,121$4.77M0.3%-10.8%0.008%
7/23/2025 New England Professional Planning Group Inc.3,894$840K0.4%+84.5%0.001%
7/23/2025 Seamount Financial Group Inc.12,544$2.71M1.4%+15.9%0.004%
7/23/2025 Bennett Associates Wealth Management21,065$4.55M3.5%+6.3%0.007%
7/23/2025 SteelPeak Wealth LLC93,620$20.20M0.8%+12.0%0.032%
7/23/2025 Arcadia Investment Advisors LLC45,776$9.88M5.1%+4.1%0.016%
7/23/2025 Viewpoint Capital Management LLC10,063$2.17M1.1%+1.8%0.003%
7/23/2025 Heck Capital Advisors LLC4,213$909K0.1%-93.2%0.001%
7/23/2025 Motiv8 Investments LLC4,755$1.03M0.6%-15.5%0.002%
7/23/2025 KPP Advisory Services LLC946$204K0.1%N/A0.000%
7/23/2025 Prime Capital Investment Advisors LLC24,620$5.31M0.1%-36.6%0.008%
7/23/2025 Litman Gregory Wealth Management LLC75,993$16.40M1.3%-10.6%0.026%
7/22/2025 D.B. Root & Company LLC1,734$374K0.1%+21.1%0.001%
7/22/2025 Comprehensive Financial Consultants Institutional Inc.2,693$581K0.2%N/A0.001%
7/22/2025 Relyea Zuckerberg Hanson LLC8,282$1.79M0.2%+4.1%0.003%
7/22/2025 Evensky & Katz LLC3,660$790K0.0%-2.3%0.001%
7/22/2025 Belpointe Asset Management LLC16,133$3.48M0.1%-0.8%0.005%
7/22/2025 Berkshire Money Management Inc.5,444$1.18M0.1%-94.2%0.002%
7/22/2025 Investors Asset Management of Georgia Inc. GA ADV23,991$5.18M2.4%-18.7%0.008%
7/22/2025 Confluence Wealth Services Inc.6,165$1.33M0.1%+9.2%0.002%
7/22/2025 Cedar Mountain Advisors LLC4,174$901K0.2%-3.9%0.001%
7/22/2025 Duncan Williams Asset Management LLC31,087$6.71M1.0%N/A0.011%
7/22/2025 Appleton Partners Inc. MA18,905$4.08M0.3%-2.5%0.006%
7/22/2025 PUREfi Wealth LLC5,173$1.12M0.9%-6.2%0.002%
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7/22/2025 Hillcrest Wealth Advisors NY LLC82,272$17.75M8.3%-0.3%0.028%
7/22/2025 Petros Family Wealth LLC7,655$1.65M1.5%+7.3%0.003%
7/22/2025 Valeo Financial Advisors LLC102,909$22.21M0.1%+7.4%0.035%
7/22/2025 Sage Financial Group Inc.1,688$364K0.0%-20.3%0.001%
7/22/2025 David Wealth Management LLC1,864$402K0.3%+7.4%0.001%
7/22/2025 Woodmont Investment Counsel LLC3,605$778K0.1%-2.1%0.001%
7/22/2025 Global Assets Advisory LLC1,148$250K0.1%-72.6%0.000%
7/22/2025 Grimes & Company Inc.43,919$9.48M0.3%-12.2%0.015%
7/22/2025 JSF Financial LLC4,369$943K0.2%+2.3%0.001%
7/22/2025 Legacy Trust12,725$2.75M0.7%-59.2%0.004%
(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, 2,699 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 2,321 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 116,322,227 shares in the last 24 months. This purchase volume represents approximately $24.27B in transactions.

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

Of the 1,381 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), US Bancorp DE ($1.32M), SG Americas Securities LLC ($1.29M), Jones Financial Companies Lllp ($1.18M), and IMC Chicago LLC ($729.28K).

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

Institutional investors have sold a total of 28,983,300 shares in the last 24 months. This volume of shares sold represents approximately $6.10B in transactions.


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This page (NYSEARCA:IWM) was last updated on 7/24/2025 by MarketBeat.com Staff
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