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iShares Russell 2000 ETF (IWM) Institutional Ownership

iShares Russell 2000 ETF logo
$247.90 +3.49 (+1.43%)
Closing price 10/14/2025 04:10 PM Eastern
Extended Trading
$250.79 +2.89 (+1.17%)
As of 08:13 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)
1783
Total
Institutional Inflows
(last 12 months)
$26.55B
Number of
Institutional Sellers
(last 12 months)
1446
Total
Institutional Outflows
(last 12 months)
$6.76B
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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
10/15/2025Plancorp LLC4,900$1.19M0.0%-1.9%0.002%
10/15/2025Enclave Advisors LLC6,443$1.56M0.2%-2.2%0.002%
10/15/2025Anderson Hoagland & Co.181,230$43.85M3.9%+1.6%0.065%
10/14/2025GLOBALT Investments LLC GA245,524$59.41M2.2%-6.9%0.088%
10/14/2025RTD Financial Advisors Inc.64,040$15.50M1.9%-1.2%0.023%
10/14/2025Revolve Wealth Partners LLC12,101$2.93M0.4%+15.0%0.004%
10/14/2025Highline Wealth Partners LLC919$222K0.1%+186.3%0.000%
10/14/2025Welch Group LLC2,210$535K0.0%+9.7%0.001%
10/14/2025Great Waters Wealth Management98,682$23.88M2.8%-6.7%0.035%
10/14/2025True North Advisors LLC2,688$650K0.1%+62.3%0.001%
10/14/2025OLD National Bancorp IN116,615$28.22M0.5%-1.6%0.042%
10/14/2025Trust Co. of Vermont1,812$438K0.0%-2.7%0.001%
10/14/2025Gridiron Partners LLC43,164$10.44M0.8%+361.8%0.015%
10/14/2025Cliftonlarsonallen Wealth Advisors LLC26,833$6.49M0.1%-0.6%0.010%
10/14/2025Cultivar Capital Inc.3,268$791K0.5%+2.0%0.001%
10/14/2025Farther Finance Advisors LLC30,802$7.45M0.1%+9.6%0.011%
10/14/2025Cranbrook Wealth Management LLC14,743$3.57M0.7%-2.5%0.005%
10/14/2025Baxter Bros Inc.8,774$2.12M0.2%N/A0.003%
10/14/2025Patton Fund Management Inc.72,285$17.49M3.1%-2.5%0.026%
10/14/2025Market Street Wealth Management Advisors LLC1,892$458K0.1%-4.3%0.001%
10/14/2025Berger Financial Group Inc2,496$604K0.0%+100.6%0.001%
10/14/2025BigSur Wealth Management LLC2,700$653K0.2%-20.6%0.001%
10/14/2025HBK Sorce Advisory LLC12,486$3.08M0.1%+47.1%0.004%
10/14/2025Bernard Wealth Management Corp.5,929$1.44M0.6%-0.8%0.002%
10/14/2025Arvest Investments Inc.2,046$495K0.1%-13.6%0.001%
10/14/2025Matrix Asset Advisors Inc. NY10,467$2.53M0.2%-3.5%0.004%
10/14/2025Riverbridge Partners LLC3,555$860K0.0%-36.0%0.001%
10/14/2025Mendota Financial Group LLC667$161K0.1%N/A0.000%
10/14/2025Financial Harvest LLC1,319$319K0.2%+37.7%0.000%
10/14/2025Westmount Partners LLC10,484$2.54M0.7%-0.9%0.004%
10/14/2025PFW Advisors LLC27,534$6.66M2.0%-6.0%0.010%
10/14/2025McCarthy & Cox2,271$549K0.1%-4.9%0.001%
10/14/2025Brighton Jones LLC85,438$20.67M0.5%-0.4%0.030%
10/14/2025Foster Group Inc.50,355$12.18M0.4%-6.9%0.018%
10/14/2025Edge Wealth Management LLC115,238$27.88M4.9%+0.4%0.041%
10/14/2025Evanson Asset Management LLC4,936$1.19M0.1%-3.1%0.002%
10/14/2025JBR Co Financial Management Inc1,474$357K0.2%+19.0%0.001%
10/14/2025Rockwood Wealth Management LLC1,765$427K0.0%+8.5%0.001%
10/10/2025 SK Wealth Management LLC1,221$299K0.1%-8.3%0.000%
10/10/2025 Diversified Enterprises LLC12,187$2.95M0.2%-0.5%0.004%
10/10/2025 First Bank & Trust3,674$889K0.1%+18.9%0.001%
10/10/2025 Fifth Third Securities Inc.19,227$4.65M0.3%+0.5%0.007%
10/10/2025 USA Financial Formulas2,997$725K0.1%+18,631.3%0.001%
10/10/2025 Fluent Financial LLC36,408$8.81M3.4%-4.0%0.013%
10/10/2025 DKM Wealth Management Inc.3,220$779K0.6%-21.0%0.001%
10/10/2025 RoundAngle Advisors LLC2,353$569K0.4%-9.3%0.001%
10/10/2025 Charles Schwab Trust Co1,460$353K0.0%-4.9%0.001%
10/10/2025 BNC Wealth Management LLC1,488$360K0.1%-29.3%0.001%
10/10/2025 Seneca House Advisors1,819$440K0.2%N/A0.001%
10/10/2025 Legacy Wealth Management Inc55,001$13.31M0.8%-1.8%0.019%
10/10/2025 Myecfo LLC869$210K0.1%N/A0.000%
10/10/2025 Sara Bay Financial1,011$245K0.1%N/A0.000%
10/10/2025 Red Door Wealth Management LLC1,752$424K0.0%-45.5%0.001%
10/10/2025 Trust Point Inc.8,727$2.11M0.2%+1.6%0.003%
10/10/2025 Corsicana & Co.47,061$11.39M6.4%N/A0.017%
10/10/2025 Flputnam Investment Management Co.42,603$10.31M0.2%+2.0%0.015%
10/10/2025 Ryan Investment Management Inc.27,709$6.70M3.7%-6.0%0.010%
10/10/2025 Lionshead Wealth Management LLC3,329$806K0.6%+1.8%0.001%
10/10/2025 Sharkey Howes & Javer1,783$431K0.1%-5.2%0.001%
10/10/2025 Focused Wealth Management Inc1,020$247K0.0%N/A0.000%
10/10/2025 Matauro LLC5,099$1.23M0.2%-13.9%0.002%
10/10/2025 Advance Capital Management Inc.4,401$1.07M0.0%-2.4%0.002%
10/10/2025 Focus Financial Network Inc.8,181$1.98M0.1%+8.4%0.003%
10/10/2025 Signal Advisors Wealth LLC2,111$511K0.0%+100.5%0.001%
10/10/2025 Rydar Equities Inc.863$209K0.2%N/A0.000%
10/10/2025 Capitol Family Office Inc.11,031$2.67M3.2%+14.6%0.004%
10/10/2025 Sunflower Bank N.A.7,538$1.82M0.4%-1.2%0.003%
10/9/2025 CGN Advisors LLC2,585$625K0.1%-2.5%0.001%
10/9/2025 Bartlett & CO. Wealth Management LLC31,513$7.63M0.1%-1.4%0.011%
10/9/2025 Independence Bank of Kentucky27,237$6.59M0.8%-2.2%0.010%
10/9/2025 Jackson Square Capital LLC18,963$4.59M1.0%+1,197.9%0.007%
10/9/2025 Surience Private Wealth LLC58,082$14.05M12.8%N/A0.020%
10/9/2025 AdvisorNet Financial Inc11,344$2.75M0.2%+4.0%0.004%
10/9/2025 Lifestyle Asset Management Inc.9,379$2.27M0.8%+27.8%0.003%
10/9/2025 Ridgepath Capital Management LLC10,757$2.60M1.1%-30.4%0.004%
10/9/2025 L. Roy Papp & Associates LLP917$222K0.0%N/A0.000%
10/9/2025 Shelton Wealth Management LLC7,534$1.82M0.8%-1.1%0.003%
10/9/2025 Sprinkle Financial Consultants LLC3,563$862K0.5%-11.8%0.001%
10/9/2025 Toth Financial Advisory Corp7,493$1.81M0.2%+49.7%0.003%
10/9/2025 Kessler Investment Group LLC1,343$325K0.1%-4.3%0.000%
10/9/2025 Rockingstone Advisors LLC20,389$4.93M2.4%+9.7%0.007%
10/9/2025 Central Bank & Trust Co.30,280$7.33M1.2%-5.3%0.011%
10/9/2025 Breakthru Advisory Services LLC15,642$3.79M2.5%N/A0.006%
10/9/2025 U.S. Capital Wealth Advisors LLC5,076$1.23M0.0%+18.7%0.002%
10/9/2025 Redhawk Wealth Advisors Inc.8,040$1.95M0.2%+12.6%0.003%
10/9/2025 Bath Savings Trust Co1,200$290K0.0%-11.8%0.000%
10/9/2025 Richard P Slaughter Associates Inc18,407$4.45M1.0%-18.4%0.006%
10/9/2025 Voya Investment Management LLC59,232$14.33M0.0%+38.9%0.021%
10/9/2025 Stillwater Capital Advisors LLC4,212$1.02M0.1%+12.6%0.001%
10/9/2025 Harbour Capital Advisors LLC13,688$3.34M0.7%-5.1%0.005%
10/9/2025 Addenda Capital Inc.20,800$5.03M0.2%-8.6%0.007%
10/9/2025 Allodium Investment Consultants LLC11,172$2.70M1.5%+0.8%0.004%
10/9/2025 Dynamic Advisor Solutions LLC77,528$18.76M0.5%+11.1%0.027%
10/9/2025 Cypress Financial Planning LLC2,017$488K0.1%-4.7%0.001%
10/9/2025 Fermata Advisors LLC4,208$1.02M0.3%-4.3%0.001%
10/9/2025 Gainplan LLC100,089$24.22M10.3%N/A0.035%
10/9/2025 Chapin Davis Inc.1,105$267K0.1%-31.5%0.000%
10/9/2025 Embree Financial Group887$215K0.0%-31.9%0.000%
10/9/2025 First Financial Corp IN4,397$1.06M0.4%+5,134.5%0.002%
10/9/2025 Park Edge Advisors LLC2,013$487K0.1%+5.4%0.001%
(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, 2,726 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 2,335 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 126,354,475 shares in the last 24 months. This purchase volume represents approximately $26.55B in transactions.

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

Of the 1,442 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), Jones Financial Companies Lllp ($1.18M), Envestnet Portfolio Solutions Inc. ($982.83K), and 59 North Capital Management LP ($767.82K).

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

Institutional investors have sold a total of 31,865,390 shares in the last 24 months. This volume of shares sold represents approximately $6.76B in transactions.


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This page (NYSEARCA:IWM) was last updated on 10/15/2025 by MarketBeat.com Staff
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