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iShares Russell 2000 ETF (IWM) Institutional Ownership

iShares Russell 2000 ETF logo
$241.60 -2.24 (-0.92%)
Closing price 09/24/2025 04:10 PM Eastern
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$241.82 +0.22 (+0.09%)
As of 04:57 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Russell 2000 ETF (NYSEARCA:IWM)

Number of
Institutional Buyers
(last 12 months)
1777
Total
Institutional Inflows
(last 12 months)
$26.71B
Number of
Institutional Sellers
(last 12 months)
1450
Total
Institutional Outflows
(last 12 months)
$7.06B
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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
9/22/2025 Caldwell Trust Co4,500$971K0.1%N/A0.002%
9/19/2025 Watts Gwilliam & Co. LLC3,245$700K0.1%-25.5%0.001%
9/19/2025 Canal Capital Management LLC2,472$534K0.1%+16.7%0.001%
9/15/2025 Migdal Insurance & Financial Holdings Ltd.1,023$221K0.0%-51.0%0.000%
9/12/2025 Valeo Financial Advisors LLC103,087$22.25M0.5%+7.5%0.036%
9/9/2025 Cambridge Financial Group LLC1,059$229K0.1%-4.5%0.000%
9/9/2025 NWF Advisory Services Inc.41,135$8.88M1.1%+81.9%0.014%
9/4/2025 V. M. Manning & CO. Inc.1,611$379K0.4%N/A0.001%
9/4/2025 Osaic Holdings Inc.461,911$99.67M0.2%+5.8%0.162%
9/4/2025 Beacon Capital Management Inc.164$35K0.0%N/A0.000%
9/3/2025 American Trust1,415$305K0.0%N/A0.000%
9/2/2025 PVG Asset Management Corp2,332$503K1.7%+89.4%0.001%
8/29/2025 Total Investment Management Inc.4,101$885K0.1%-6.0%0.001%
8/29/2025 Centaurus Financial Inc.17,919$3.87M0.2%+4.2%0.006%
8/27/2025 Orion Porfolio Solutions LLC23,792$5.13M0.0%+45.0%0.008%
8/27/2025 Seneca Financial Advisors LLC8,834$1.91M0.7%+1.1%0.003%
8/26/2025 Thrivent Financial for Lutherans38,164$8.24M0.0%-52.0%0.013%
8/25/2025 Promus Capital LLC15,017$3.24M2.1%+4.6%0.005%
8/22/2025 Carter Financial Group INC.1,313$283K0.2%N/A0.000%
8/22/2025 Cim Investment Management Inc.1,566$338K0.1%-52.2%0.001%
8/20/2025 Thompson Davis & CO. Inc.2,683$579K0.3%-7.2%0.001%
8/20/2025 Monarch Capital Management Inc.954$206K0.1%N/A0.000%
8/19/2025 B. Riley Wealth Advisors Inc.14,780$3.19M0.1%N/A0.005%
8/19/2025 Newbridge Financial Services Group Inc.1,695$366K0.1%-15.3%0.001%
8/19/2025 Cape Investment Advisory Inc.371$80K0.0%+23.3%0.000%
8/19/2025 MRP Capital Investments LLC3,370$727K0.5%-11.8%0.001%
8/19/2025 Advisory Services Network LLC51,305$11.26M0.2%-20.7%0.018%
8/19/2025 Anchor Investment Management LLC900$194K0.0%+21.1%0.000%
8/19/2025 State of Wyoming1,550$334K0.0%-96.4%0.001%
8/19/2025 Delos Wealth Advisors LLC7,391$1.60M1.2%-5.6%0.003%
8/19/2025 Campbell Capital Management Inc.9,973$2.15M0.8%N/A0.003%
8/19/2025 Pitcairn Co.1,969$425K0.0%-6.1%0.001%
8/18/2025 Old North State Trust LLC4,872$1.05M0.7%-50.3%0.002%
8/18/2025 Geneos Wealth Management Inc.34,958$7.54M0.2%+13.4%0.012%
8/18/2025 Hollencrest Capital Management9,202$1.99M0.1%+1.3%0.003%
8/18/2025 Caxton Associates LLP6,075$1.31M0.0%-28.3%0.002%
8/18/2025 Front Row Advisors LLC867$187K0.1%+191.9%0.000%
8/16/2025 Parr Mcknight Wealth Management Group LLC15,989$3.45M0.5%+5.0%0.006%
8/16/2025 Evergreen Capital Management LLC34,891$7.53M0.2%+2.8%0.012%
8/15/2025 Tower Research Capital LLC TRC 176,425$38.07M1.0%+28.2%0.062%
8/15/2025 Howland Capital Management LLC1,606$347K0.0%-25.0%0.001%
8/15/2025 Global View Capital Management LLC2,608$563K0.2%N/A0.001%
8/15/2025 Rakuten Securities Inc.1,756$379K0.1%-3.8%0.001%
8/15/2025 Equitable Holdings Inc.113,837$24.57M0.2%+10.1%0.040%
8/15/2025 Florida Financial Advisors LLC953$207K0.1%N/A0.000%
8/15/2025 Northeast Financial Consultants Inc22,448$4.84M0.2%+2.2%0.008%
8/15/2025 Stonebridge Capital Advisors LLC5,352$1.16M0.1%-1.5%0.002%
8/15/2025 Sender Co & Partners Inc.9,962$2.15M0.6%N/A0.003%
8/15/2025 Captrust Financial Advisors324,160$69.95M0.2%+0.3%0.113%
8/15/2025 Keel Point LLC9,433$2.04M0.1%+54.9%0.003%
8/15/2025 Vident Advisory LLC9,827$2.12M0.0%-23.5%0.003%
8/15/2025 Visionary Wealth Advisors13,076$2.82M0.1%-3.8%0.005%
8/15/2025 Two Sigma Securities LLC40,942$8.84M1.1%-13.9%0.014%
8/15/2025 Tidal Investments LLC40,335$8.70M0.1%+506.5%0.014%
8/15/2025 Snowden Capital Advisors LLC33,934$7.32M0.2%+61.5%0.012%
8/15/2025 Rafferty Asset Management LLC6,747,829$1.46B4.8%+10.6%2.359%
8/15/2025 Redwood Investment Management LLC21,547$4.65M0.5%-95.4%0.008%
8/15/2025 Riggs Asset Managment Co. Inc.873$188K0.0%-96.5%0.000%
8/15/2025 Orion Porfolio Solutions LLC23,792$5.13M0.0%+45.0%0.008%
8/15/2025 Owl Creek Asset Management L.P.250,653$54.09M2.4%-318.0%0.088%
8/15/2025 Paces Ferry Wealth Advisors LLC6,884$1.49M0.7%-7.8%0.002%
8/15/2025 MML Investors Services LLC183,468$39.59M0.1%+2.5%0.064%
8/15/2025 Monetary Management Group Inc.5,815$1.26M0.3%-2.1%0.002%
8/15/2025 Monograph Wealth Advisors LLC4,015$866K0.1%-10.2%0.001%
8/15/2025 Man Group plc61,641$13.30M0.0%+455.2%0.022%
8/15/2025 McIlrath & Eck LLC1,060$229K0.0%-4.8%0.000%
8/15/2025 Modern Wealth Management LLC33,530$7.24M0.2%+3.9%0.012%
8/15/2025 Lazard Asset Management LLC7,039$1.52M0.0%-59.5%0.002%
8/15/2025 LM Advisors LLC2,131$460K0.1%-6.2%0.001%
8/15/2025 London Co. of Virginia25,025$5.40M0.0%-48.3%0.009%
8/15/2025 HRT Financial LP1,464,049$315.93M1.4%-59.3%0.512%
8/15/2025 Harvest Investment Advisors LLC41,220$8.90M5.7%-1.6%0.014%
8/15/2025 Harvey Partners LLC40,000$8.63M0.8%N/A0.014%
8/15/2025 Holocene Advisors LP5,700,000$1.23B3.0%N/A1.993%
8/15/2025 IHT Wealth Management LLC164,656$35.53M1.0%+1.3%0.058%
8/15/2025 Gendell Jeffrey L170,000$36.68M1.0%N/A0.059%
8/15/2025 Great Valley Advisor Group Inc.11,383$2.46M0.1%-10.7%0.004%
8/15/2025 Garden State Investment Advisory Services LLC13,247$2.86M0.7%-5.5%0.005%
8/15/2025 EP Wealth Advisors LLC89,735$19.36M0.1%+95.6%0.031%
8/15/2025 Engineers Gate Manager LP7,775$1.68M0.0%N/A0.003%
8/15/2025 Curi Capital LLC41,296$8.91M0.2%+206.3%0.014%
8/15/2025 BBR Partners LLC2,926$631K0.0%-3.6%0.001%
8/15/2025 BLKBRD Asset Management LP8,967$1.94M1.1%N/A0.003%
8/15/2025 Bluefin Capital Management LLC4,751$1.03M0.8%-90.7%0.002%
8/15/2025 BTG Pactual Asset Management US LLC15,853$3.42M0.4%N/A0.006%
8/15/2025 Banque Transatlantique SA1,146$247K0.0%-25.3%0.000%
8/15/2025 Bienville Capital Management LLC3,916$845K0.2%-45.4%0.001%
8/15/2025 59 North Capital Management LP963,347$207.88M7.4%-44.4%0.337%
8/15/2025 AFT Forsyth & Company Inc.4,283$924K0.5%-2.2%0.001%
8/15/2025 AQR Capital Management LLC125,181$27.01M0.0%+2.8%0.044%
8/15/2025 Abbot Financial Management Inc.10,221$2.21M1.0%-16.9%0.004%
8/15/2025 Aberdeen Wealth Management LLC630$136K0.1%N/A0.000%
8/14/2025 Connecticut Wealth Management LLC20,755$4.48M0.2%-20.7%0.007%
8/14/2025 Vienna Asset Management LLC1,277$276K0.2%-23.4%0.000%
8/14/2025 Florida Financial Advisors LLC953$207K0.1%N/A0.000%
8/14/2025 Durable Capital Partners LP2,596,668$560.34M4.2%+105.5%0.908%
8/14/2025 Sentinel Wealth Management Inc.3,283$708K0.7%N/A0.001%
8/14/2025 Ausdal Financial Partners Inc.42,245$9.12M0.6%+4.6%0.015%
8/14/2025 NCM Capital Management LLC2,969$641K0.3%-24.3%0.001%
8/14/2025 Darwin Wealth Management LLC570$123K0.0%N/A0.000%
(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, 2,725 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 ($1.86B), JPMorgan Chase & Co. ($1.76B), Jones Financial Companies Lllp ($1.59B), and Toronto Dominion Bank ($1.48B).Learn more on iShares Russell 2000 ETF's institutional investors.

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

Of the 2,340 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), JPMorgan Chase & Co. ($7.70M), International Assets Investment Management LLC ($7.27M), Holocene Advisors LP ($5.70M), Morgan Stanley ($5.06M), and Rafferty Asset Management LLC ($4.60M).

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

Institutional investors have bought a total of 127,117,789 shares in the last 24 months. This purchase volume represents approximately $26.71B in transactions.

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

Of the 1,450 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 ($2.82M), HRT Financial LP ($2.14M), Rafferty Asset Management LLC ($1.83M), US Bancorp DE ($1.32M), SG Americas Securities LLC ($1.29M), Jones Financial Companies Lllp ($1.18M), and Envestnet Portfolio Solutions Inc. ($982.83K).

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

Institutional investors have sold a total of 33,251,986 shares in the last 24 months. This volume of shares sold represents approximately $7.06B in transactions.


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This page (NYSEARCA:IWM) was last updated on 9/25/2025 by MarketBeat.com Staff
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