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iShares Russell 2000 ETF (IWM) Institutional Ownership

iShares Russell 2000 ETF logo
$201.03 +4.96 (+2.53%)
As of 12:49 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)
1633
Total
Institutional Inflows
(last 12 months)
$14.54B
Number of
Institutional Sellers
(last 12 months)
1221
Total
Institutional Outflows
(last 12 months)
$5.25B
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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
5/1/2025Cutter & CO Brokerage Inc.9,558$1.91M0.5%-3.5%0.003%
5/1/2025Bleakley Financial Group LLC30,525$6.09M0.2%-3.5%0.010%
5/1/2025MTM Investment Management LLC409$82K0.0%-15.5%0.000%
5/1/2025Key Financial Inc4,846$967K0.2%+3.8%0.002%
5/1/2025Pointe Capital Management LLC6,707$1.34M0.8%+2.7%0.002%
5/1/2025Prudent Man Advisors LLC16,293$3.25M1.2%-8.6%0.005%
5/1/2025A&I Financial Services LLC168,838$33.68M22.8%-2.3%0.054%
5/1/2025LRI Investments LLC2,290$457K0.0%+358.0%0.001%
5/1/2025Oldfather Financial Services LLC108,389$21.62M8.2%+1.2%0.035%
5/1/2025Woodside Wealth Management LLC3,000$598K0.6%N/A0.001%
5/1/2025CWM LLC83,409$16.64M0.1%-35.6%0.027%
5/1/2025Pittenger & Anderson Inc.177,589$35.43M1.3%+0.4%0.057%
5/1/2025V2 Financial group LLC2,346$468K0.3%-12.9%0.001%
5/1/2025TruNorth Capital Management LLC1,141$228K0.1%+715.0%0.000%
5/1/2025Westmount Partners LLC10,752$2.15M0.7%+3.7%0.003%
5/1/2025Fulton Breakefield Broenniman LLC43,442$8.67M0.6%-8.8%0.014%
5/1/2025Stephens Inc. AR156,780$31.28M0.5%-6.7%0.050%
5/1/2025Schechter Investment Advisors LLC8,270$1.65M0.1%-2.0%0.003%
5/1/2025FDx Advisors Inc.4,195$837K0.3%-3.1%0.001%
5/1/2025Platform Technology Partners3,075$614K0.2%+43.4%0.001%
5/1/2025BankPlus Trust Department7,988$1.59M0.5%+3.5%0.003%
5/1/2025Realta Investment Advisors5,117$1.02M0.5%-27.4%0.002%
5/1/2025Mathes Company Inc.9,330$1.86M0.8%-6.0%0.003%
5/1/2025Acorn Wealth Advisors LLC1,319$263K0.1%-12.4%0.000%
5/1/2025Ballentine Partners LLC33,800$6.74M0.1%+1.0%0.011%
5/1/2025Family Firm Inc.7,558$1.51M0.3%-1.2%0.002%
5/1/2025Auour Investments LLC13,587$2.65M1.0%-28.3%0.004%
5/1/2025Beirne Wealth Consulting Services LLC2,135$426K0.2%-68.7%0.001%
5/1/2025IFC Advisors LLC1,581$315K0.1%+44.8%0.001%
5/1/2025Fulcrum Equity Management1,245$248K0.3%+16.7%0.000%
5/1/2025Omega Financial Group LLC1,506$300K0.1%-8.8%0.000%
5/1/2025Fifth Third Securities Inc.19,757$3.94M0.3%-46.3%0.006%
5/1/2025Park Square Financial Group LLC890$178K0.1%-36.9%0.000%
5/1/2025Rik Saylor Financial Inc.14,121$2.82M2.5%-1.1%0.005%
5/1/2025Diversify Wealth Management LLC3,296$646K0.0%-11.2%0.001%
5/1/2025Xponance Inc.4,793$956K0.0%+159.2%0.002%
5/1/2025Fonville Wealth Management LLC7,168$1.41M0.4%+1.4%0.002%
5/1/2025Clientfirst Wealth Management LLC11,573$2.31M2.6%+2.1%0.004%
5/1/2025Country Club Bank24,786$4.97M0.3%-2.4%0.008%
5/1/2025Fidelis Capital Partners LLC60,197$11.69M1.2%+18.4%0.019%
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4/30/2025 Seamount Financial Group Inc.10,825$2.16M1.5%+4.2%0.003%
4/30/2025 Ramsay Stattman Vela & Price Inc.38,948$7.77M1.5%-0.4%0.012%
4/30/2025 Processus Wealth & Capital Management LLC17,392$3.47M3.0%+1.8%0.006%
4/30/2025 Christopher J. Hasenberg Inc633$126K0.1%-96.6%0.000%
4/30/2025 Sharkey Howes & Javer4,494$896K0.1%-12.1%0.001%
4/30/2025 Cerity Partners LLC570,372$113.78M0.2%+4.5%0.182%
4/30/2025 Arcus Capital Partners LLC4,207$839K0.3%-36.9%0.001%
4/30/2025 Israel Discount Bank of New York1,481$295K0.2%-34.1%0.000%
4/30/2025 Peoples Bank OH1,332$266K0.2%+20.7%0.000%
4/30/2025 Code Waechter LLC1,412$282K0.2%+48.6%0.000%
4/30/2025 Narus Financial Partners LLC4,243$846K0.3%-6.4%0.001%
4/30/2025 Financial Gravity Asset Management Inc.1,400$279K0.1%N/A0.000%
4/30/2025 Round Rock Advisors LLC3,083$615K0.1%+22.5%0.001%
4/30/2025 Allworth Financial LP46,041$8.94M0.1%-2.7%0.015%
4/30/2025 Capital Insight Partners LLC1,050$209K0.0%-6.7%0.000%
4/30/2025 Parr Mcknight Wealth Management Group LLC15,225$3.04M0.4%-6.2%0.005%
4/30/2025 CFO4Life Group LLC2,907$580K0.1%-32.6%0.001%
4/30/2025 Significant Wealth Partners LLC2,423$483K0.2%-7.3%0.001%
4/30/2025 Peddock Capital Advisors LLC26,169$5.22M1.3%-1.4%0.008%
4/30/2025 Ascent Capital Management LLC8,281$1.65M1.7%+55.3%0.003%
4/30/2025 First Interstate Bank3,971$792K0.0%+4.4%0.001%
4/30/2025 Van Cleef Asset Management Inc4,132$824K0.1%-2.7%0.001%
4/30/2025 Topsail Wealth Management LLC7,756$1.55M0.3%+105.5%0.002%
4/30/2025 Banque Pictet & Cie SA64,690$12.91M0.1%-14.2%0.021%
4/30/2025 Wealth Advisory Solutions LLC18,668$3.72M1.0%-14.9%0.006%
4/30/2025 Axxcess Wealth Management LLC31,237$6.23M0.2%-34.8%0.010%
4/30/2025 Rehmann Capital Advisory Group15,203$3.03M0.2%-31.1%0.005%
4/30/2025 Chemung Canal Trust Co.12,043$2.40M0.5%-28.1%0.004%
4/30/2025 Greenleaf Trust31,868$6.36M0.1%+6.3%0.010%
4/30/2025 Optimum Investment Advisors8,645$1.73M0.8%-1.8%0.003%
4/30/2025 Trek Financial LLC1,861$371K0.0%-46.4%0.001%
4/30/2025 Personal CFO Solutions LLC3,664$731K0.1%+7.4%0.001%
4/30/2025 Opus Capital Group LLC9,766$1.95M0.3%+4.1%0.003%
4/30/2025 Valeo Financial Advisors LLC95,861$19.12M0.5%+4.2%0.031%
4/30/2025 SilverOak Wealth Management LLC51,147$10.20M2.2%+0.3%0.016%
4/30/2025 M&T Bank Corp2,357,060$470.21M1.7%-15.1%0.753%
4/30/2025 49 Wealth Management LLC1,688$337K0.0%+7.4%0.001%
4/30/2025 Stratos Wealth Partners LTD.111,902$22.32M0.3%-22.9%0.036%
4/30/2025 Stratos Wealth Advisors LLC76,798$15.32M0.8%-4.6%0.025%
4/30/2025 Stratos Investment Management LLC3,711$740K0.0%+3.6%0.001%
4/30/2025 May Hill Capital LLC8,467$1.69M0.6%-4.4%0.003%
4/30/2025 Sierra Capital LLC41,577$8.29M1.0%-8.2%0.013%
4/30/2025 NTV Asset Management LLC102,539$20.46M2.7%-5.1%0.033%
4/30/2025 Geneva Partners LLC4,633$924K0.5%-15.9%0.001%
4/30/2025 Navalign LLC3,775$753K0.2%-4.3%0.001%
4/30/2025 Sigma Investment Counselors Inc.64,739$12.92M0.8%+4.8%0.021%
4/30/2025 Brown Financial Advisory1,811$361K0.2%-8.5%0.001%
4/30/2025 Investment Partners LTD.3,812$760K0.3%-3.2%0.001%
4/30/2025 Aurelius Family Office LLC5,322$1.06M0.5%-5.5%0.002%
4/30/2025 Brown Advisory Inc.820,110$163.60M0.2%-1.6%0.262%
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4/30/2025 Bank Hapoalim BM1,851$369K0.1%-5.8%0.001%
4/30/2025 Jessup Wealth Management Inc11,625$2.32M1.0%-2.7%0.004%
4/30/2025 Abound Financial LLC325$65K0.0%N/A0.000%
4/30/2025 Gilliland Jeter Wealth Management LLC3,113$621K0.2%+3.3%0.001%
4/30/2025 Washington Trust Bank1,073$214K0.0%-78.4%0.000%
4/29/2025 Centennial Bank AR 12,843$2.56M1.2%+9.2%0.004%
4/29/2025 U.S. Capital Wealth Advisors LLC5,106$1.02M0.0%-23.6%0.002%
4/29/2025 Brass Tax Wealth Management Inc.1,701$339K0.1%-3.0%0.001%
4/29/2025 Financial Counselors Inc.40,786$8.14M0.1%+19.9%0.013%
4/29/2025 Wood Tarver Financial Group LLC837$167K0.1%-45.6%0.000%
(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, 2,654 institutional investors and hedge funds held shares of iShares Russell 2000 ETF. The most heavily invested institutionals were Morgan Stanley ($3.47B), Healthcare of Ontario Pension Plan Trust Fund ($2.16B), Jones Financial Companies Lllp ($1.87B), Rafferty Asset Management LLC ($1.75B), Empower Advisory Group LLC ($1.74B), Toronto Dominion Bank ($1.48B), and Northern Trust Corp ($888.84M).Learn more on IWM's institutional investors.

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

Of the 2,285 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: Proficio Capital Partners LLC ($21.32M), JPMorgan Chase & Co. ($10.21M), Envestnet Asset Management Inc. ($8.97M), Empower Advisory Group LLC ($7.42M), International Assets Investment Management LLC ($7.27M), Twin Tree Management LP ($5.38M), and Morgan Stanley ($5.06M).

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

Institutional investors have bought a total of 155,480,232 shares in the last 24 months. This purchase volume represents approximately $31.06B in transactions.

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

Of the 1,680 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), Toronto Dominion Bank ($6.25M), Banque Pictet & Cie SA ($4.94M), 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 65,958,349 shares in the last 24 months. This volume of shares sold represents approximately $13.00B in transactions.


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This page (NYSEARCA:IWM) was last updated on 5/2/2025 by MarketBeat.com Staff
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