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iShares Russell 2000 ETF (IWM) Institutional Ownership

iShares Russell 2000 ETF logo
$228.24 -2.98 (-1.29%)
Closing price 04:10 PM Eastern
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$228.38 +0.13 (+0.06%)
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Institutional Ownership Changes (13F Filings) for iShares Russell 2000 ETF (NYSEARCA:IWM)

Number of
Institutional Buyers
(last 12 months)
1760
Total
Institutional Inflows
(last 12 months)
$26.03B
Number of
Institutional Sellers
(last 12 months)
1446
Total
Institutional Outflows
(last 12 months)
$6.34B
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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
8/14/2025NCM Capital Management LLC2,969$641K0.3%-24.3%0.001%
8/14/2025Darwin Wealth Management LLC570$123K0.0%N/A0.000%
8/14/2025Betterment LLC6,315$1.36M0.0%+7.2%0.002%
8/14/2025AllSquare Wealth Management LLC453$98K0.1%-33.7%0.000%
8/14/2025Quantinno Capital Management LP28,368$6.12M0.0%+19.7%0.010%
8/14/2025Diversify Wealth Management LLC3,249$737K0.0%-1.4%0.001%
8/14/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main44,909$9.69M0.0%+184.2%0.016%
8/14/2025Diversify Advisory Services LLC71,666$16.26M0.6%-250.5%0.025%
8/14/2025Alliancebernstein L.P.933,568$201.46M0.1%+66.0%0.326%
8/14/2025Pingora Partners LLC150$32K0.0%N/A0.000%
8/14/2025Objective Capital Management LLC5,774$1.25M1.4%+4.3%0.002%
8/14/2025Peapack Gladstone Financial Corp192,758$41.60M0.6%-7.6%0.067%
8/14/2025Wealth Preservation Advisors LLC497$107K0.1%-18.0%0.000%
8/14/2025Vivaldi Capital Management LP4,209$908K0.1%-32.8%0.001%
8/14/2025Operose Advisors LLC16,644$3.59M1.0%+1.5%0.006%
8/14/2025Ieq Capital LLC55,502$11.98M0.1%-43.9%0.019%
8/14/2025Main Street Financial Solutions LLC1,127$243K0.0%-55.1%0.000%
8/14/2025Treasurer of the State of North Carolina2,015,990$435.03M1.4%+38.2%0.705%
8/14/2025Glenview Trust co82,487$17.80M0.3%-2.0%0.029%
8/14/2025Sand Hill Global Advisors LLC609,174$131.45M4.9%-5.4%0.213%
8/14/2025FAS Wealth Partners Inc.18,732$4.04M0.3%-9.1%0.007%
8/14/2025German American Bancorp Inc.213,039$45.97M4.5%-0.5%0.074%
8/14/2025Becker Capital Management Inc.34,840$7.52M0.2%-1.1%0.012%
8/14/2025Sei Investments Co.16,320$3.52M0.0%+22.3%0.006%
8/14/2025Dimension Capital Management LLC64,393$13.90M2.2%+0.5%0.023%
8/14/2025Alphadyne Asset Management LP4,806$1.04M0.2%N/A0.002%
8/14/2025Dearborn Partners LLC3,329$718K0.0%+42.9%0.001%
8/14/2025Valiant Capital Management L.P.480,107$103.60M5.7%-2.7%0.168%
8/14/2025NewEdge Advisors LLC93,987$20.28M0.1%-14.1%0.033%
8/14/2025Menora Mivtachim Holdings LTD.11,446$2.47M0.0%+15.1%0.004%
8/14/2025Integrated Investment Consultants LLC4,474$965K0.2%-27.0%0.002%
8/14/2025BCS Private Wealth Management Inc.2,051$443K0.2%N/A0.001%
8/14/2025Certuity LLC21,463$4.63M0.4%+12.2%0.008%
8/14/2025Maven Securities LTD14,443$3.12M0.1%+1,164.7%0.005%
8/14/2025CoreFirst Bank & Trust488$105K0.1%N/A0.000%
8/14/2025Sentinus LLC3,358$725K0.2%+3.2%0.001%
8/14/2025Tandem Financial LLC12,472$2.69M2.5%+163.5%0.004%
8/14/2025Gerber Kawasaki Wealth & Investment Management11,503$2.48M0.1%+1.5%0.004%
8/14/2025SVB Wealth LLC39,660$8.56M0.5%N/A0.014%
8/14/2025Denver PWM LLC1,661$358K0.1%-25.9%0.001%
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8/14/2025Yost Capital Management LP21,777$4.70M6.4%+5.2%0.008%
8/14/2025 Navis Wealth Advisors LLC3,000$647K0.5%+118.0%0.001%
8/14/2025 Baker Avenue Asset Management LP2,407$519K0.0%-103.3%0.001%
8/14/2025 Cary Street Partners Financial LLC35,523$7.67M0.2%+34.3%0.012%
8/14/2025 Cerity Partners LLC537,357$115.96M0.2%-5.8%0.188%
8/14/2025 Daner Wealth Management LLC1,369$311K0.2%N/A0.000%
8/13/2025 Gamco Investors INC. ET AL7,111$1.54M0.0%N/A0.002%
8/13/2025 PGIM Custom Harvest LLC3,900$842K0.0%-9.9%0.001%
8/13/2025Victory Financial Group LLC3,743$808K0.1%+18.8%0.001%
8/13/2025 Idaho Trust Co49,644$10.71M3.8%+3.5%0.017%
8/13/2025Shepherd Financial Partners LLC2,587$558K0.1%-3.7%0.001%
8/13/2025 Avestar Capital LLC5,580$1.20M0.1%+7.7%0.002%
8/13/2025StoneX Group Inc.32,362$6.98M0.3%+49.8%0.011%
8/13/2025SageView Advisory Group LLC8,437$1.89M0.1%+62.3%0.003%
8/13/2025 Cresset Asset Management LLC428,829$92.54M0.4%+6.2%0.150%
8/13/2025Saiph Capital LLC2,126$459K0.1%+17.3%0.001%
8/13/2025 Gateway Wealth Partners LLC1,072$231K0.0%N/A0.000%
8/13/2025 Brown Advisory Inc.854,875$184.47M0.2%+4.2%0.299%
8/13/2025SCS Capital Management LLC47,894$10.34M0.1%+0.1%0.017%
8/13/2025 Portland Global Advisors LLC62,968$13.59M1.6%-17.8%0.022%
8/13/2025 Royal Fund Management LLC37,311$8.07M0.8%+2.1%0.013%
8/13/2025 Baird Financial Group Inc.615,948$132.92M0.2%+6.4%0.215%
8/13/2025 Crescent Grove Advisors LLC21,908$4.73M0.5%-3.5%0.008%
8/13/2025 Guggenheim Capital LLC15,933$3.44M0.0%-4.7%0.006%
8/13/2025 JBR Co Financial Management Inc1,239$267K0.1%-14.5%0.000%
8/13/2025 EverSource Wealth Advisors LLC4,188$904K0.0%+29.2%0.001%
8/13/2025Trek Financial LLC1,554$335K0.0%-16.5%0.001%
8/13/2025 CW Advisors LLC35,455$7.65M0.1%+14.8%0.012%
8/13/2025 McCollum Christoferson Group LLC1,455$314K0.1%-5.3%0.001%
8/13/2025 Argyle Capital Partners LLC1,898$410K0.3%-6.5%0.001%
8/13/2025Twin Peaks Wealth Advisors LLC302$68K0.0%N/A0.000%
8/13/2025 River Wealth Advisors LLC87,157$18.81M2.3%-63.7%0.030%
8/13/2025 Fort Sheridan Advisors LLC3,058$660K0.1%-10.4%0.001%
8/13/2025Wellspring Financial Advisors LLC4,481$967K0.0%N/A0.002%
8/13/2025 Blueshift Asset Management LLC121,461$26.21M8.1%+11.8%0.042%
8/13/2025 Arrowstreet Capital Limited Partnership28,878$6.23M0.0%-1.0%0.010%
8/13/2025 D L Carlson Investment Group Inc.4,827$1.04M0.2%-30.6%0.002%
8/13/2025 NBW Capital LLC5,759$1.24M0.3%+36.7%0.002%
8/13/2025 Quantbot Technologies LP698$151K0.0%-96.6%0.000%
8/13/2025 M&T Bank Corp2,353,290$507.82M1.7%-0.2%0.823%
8/13/2025Van Hulzen Asset Management LLC939$203K0.0%N/A0.000%
8/13/2025 Boston Family Office LLC6,203$1.34M0.1%-2.7%0.002%
8/13/2025Willis Johnson & Associates Inc.12,982$2.80M0.2%-1.9%0.005%
8/13/2025 Fisher Asset Management LLC3,317$716K0.0%-12.5%0.001%
8/13/2025Shelton Capital Management2,604$562K0.0%+13.0%0.001%
8/13/2025Wealthedge Investment Advisors LLC21,027$4.54M1.9%-7.5%0.007%
8/13/2025Smith Moore & CO.63,871$13.78M1.2%-0.4%0.022%
8/13/2025 Okabena Investment Services Inc.2,837$612K0.1%-9.0%0.001%
8/13/2025Sepio Capital LP3,206$692K0.0%-70.8%0.001%
8/13/2025 Bare Financial Services Inc6,287$1.36M0.5%-27.9%0.002%
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8/13/2025 Prossimo Advisors LLC3,798$820K0.7%N/A0.001%
8/13/2025VestGen Advisors LLC55,046$11.99M0.5%-6.3%0.019%
8/13/2025 Leslie Global Wealth LLC14,160$3.06M1.6%+20.0%0.005%
8/13/2025 Legacy Capital Wealth Partners LLC1,519$328K0.1%-39.8%0.001%
8/13/2025 Pursue Wealth Partners LLC17,091$3.69M2.1%-26.6%0.006%
8/13/2025 Meridian Wealth Partners LLC40,545$8.75M1.3%+1.4%0.014%
8/13/2025Schroder Investment Management Group1,272$274K0.0%+7.8%0.000%
8/13/2025 Rinkey Investments1,486$321K0.1%N/A0.001%
8/13/2025 AmeriServ Wealth Advisors30,421$6.57M3.2%N/A0.011%
8/13/2025 Mackenzie Financial Corp72,561$15.66M0.0%-9.4%0.025%
(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, 2,721 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 2,338 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), 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 124,321,665 shares in the last 24 months. This purchase volume represents approximately $26.03B in transactions.

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

Of the 1,437 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), Rafferty Asset Management LLC ($1.83M), US Bancorp DE ($1.32M), SG Americas Securities LLC ($1.29M), Jones Financial Companies Lllp ($1.18M), Envestnet Portfolio Solutions Inc. ($982.83K), and IMC Chicago LLC ($729.28K).

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

Institutional investors have sold a total of 29,914,280 shares in the last 24 months. This volume of shares sold represents approximately $6.34B in transactions.


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This page (NYSEARCA:IWM) was last updated on 8/14/2025 by MarketBeat.com Staff
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