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iShares Russell 2000 ETF (IWM) Institutional Ownership

iShares Russell 2000 ETF logo
$299.86 +2.28 (+0.77%)
As of 02:12 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)
1680
Total
Institutional Inflows
(last 12 months)
$27.25B
Number of
Institutional Sellers
(last 12 months)
1395
Total
Institutional Outflows
(last 12 months)
$8.77B
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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
7/6/2026Trilogy Capital Inc.2,536$762K0.0%-19.7%0.001%
7/6/2026Acima Private Wealth LLC2,988$898K0.3%-3.0%0.001%
7/2/2026 Silverleafe Capital Partners LLC6,972$2.10M0.6%+25.0%0.003%
7/2/2026 MassMutual Private Wealth & Trust FSB7,039$2.12M0.1%-4.9%0.003%
7/2/2026 Cedar Mountain Advisors LLC2,598$781K0.1%-36.0%0.001%
7/2/2026 CX Institutional7,589$2.28M0.1%+14.9%0.003%
7/2/2026 Stairway Partners LLC411,691$123.69M5.8%-2.8%0.151%
7/2/2026 First County Bank CT 3,081$926K0.4%-2.1%0.001%
7/1/2026 Noble Wealth Management PBC1,638$492K0.2%+40.2%0.001%
7/1/2026 First Financial Bank Trust Division242,975$73.00M5.2%-7.5%0.087%
7/1/2026 Eastern Bank60,798$18.27M0.3%-31.8%0.022%
7/1/2026 Trust Co of the South834$251K0.0%N/A0.000%
6/25/2026Paladin Partners LLC7,972$1.98M1.4%+18.6%0.003%
6/24/2026Redwood Investment Management LLC34,019$8.44M1.0%+12.6%0.012%
6/23/2026Ballast Advisors LLC8,308$2.06M0.6%-1.9%0.003%
6/22/2026Sapient Capital LLC3,107$771K0.0%+27.0%0.001%
6/18/2026Western Wealth Management LLC16,969$4.21M0.2%+47.9%0.006%
6/16/2026 PVG Asset Management Corp2,236$555K0.4%+35.8%0.001%
6/16/2026Steelhead Wealth Management LLC901$223K0.1%N/A0.000%
6/10/2026Curry Webb Wealth Management LLC2,142$531K0.3%N/A0.001%
6/10/2026FAS Wealth Partners Inc.17,596$4.36M0.3%+0.2%0.006%
6/9/2026Rathbones Group PLC34,275$8.50M0.0%+8.0%0.012%
6/3/2026DBK Financial Counsel LLC7,886$1.96M1.5%-7.2%0.003%
6/3/2026Parallel Advisors LLC28,151$6.98M0.1%+15.9%0.010%
6/3/2026NewEdge Advisors LLC105,307$26.12M0.1%-6.3%0.038%
6/1/2026Caerus Investment Advisors LLC27,493$6.82M2.8%-1.6%0.010%
6/1/2026First Nebraska Trust Co4,963$1.23M0.1%N/A0.002%
6/1/2026Flagship Wealth Advisors LLC1,247$309K0.1%-11.9%0.000%
6/1/2026Concorde Asset Management LLC1,085$269K0.1%-4.0%0.000%
6/1/2026Financial Solutions Advisory Group Inc.68,437$16.97M2.3%N/A0.025%
6/1/2026Dala Group LLC1,424$353K0.3%N/A0.001%
6/1/2026Keel Point LLC5,918$1.47M0.1%-30.1%0.002%
5/29/2026Mullaney Keating & Wright Inc.1,236$306K0.2%+22.0%0.000%
5/29/2026Krane Financial Solutions LLC18,619$4.62M3.1%N/A0.007%
5/29/2026Asset Dedication LLC685$170K0.0%+15.3%0.000%
5/28/2026Cozad Asset Management Inc.14,097$3.50M0.3%-1.5%0.005%
5/28/2026Lavelle Capital LP1,806$448K0.3%N/A0.001%
5/28/2026Maripau Wealth Management LLC1,215$301K0.1%+45.7%0.000%
5/27/2026Alpha Capital Advisors Inc. ADV21,095$5.23M5.0%+2.6%0.008%
5/27/2026Westshore Wealth LLC57,815$14.34M5.0%-1.2%0.021%
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5/27/2026Birmingham Capital Management Co. Inc. AL1,090$270K0.1%-12.1%0.000%
5/26/2026Glenmede Trust Co. NA475,398$117.90M0.6%+2.0%0.171%
5/26/2026Axiom Investment Management LLC161$40K0.0%N/A0.000%
5/22/2026Independent Wealth Advisors LLC2,790$692K0.7%+5.6%0.001%
5/22/2026Segall Bryant & Hamill LLC38,578$9.57M0.1%-29.9%0.014%
5/22/2026Verus Capital Partners LLC4,213$1.05M0.1%-37.3%0.002%
5/21/2026GKV Capital Management Co. Inc.212$53K0.0%N/A0.000%
5/20/2026Arete Wealth Advisors LLC29,826$7.39M0.4%-4.8%0.011%
5/20/2026SOA Wealth Advisors LLC.83,820$20.79M2.2%+0.0%0.030%
5/19/2026Front Row Advisors LLC932$231K0.1%+6.3%0.000%
5/19/2026Western Wealth Management LLC16,969$4.21M0.2%+47.9%0.006%
5/19/2026McIlrath & Eck LLC908$225K0.0%-11.5%0.000%
5/19/2026Cim Investment Management Inc.855$212K0.1%-43.8%0.000%
5/19/2026Paragon Private Wealth Management LLC10,273$2.55M0.8%+3.0%0.004%
5/19/2026Bank of America Corp DE41,595,539$10.32B0.8%-4.9%14.979%
5/19/2026Genesis Financial Group LLC21,989$5.45M3.4%+25.2%0.008%
5/19/2026JTC Employer Solutions Trustee Ltd755$187K0.0%+101.3%0.000%
5/19/2026Chesapeake Wealth Management11,313$2.81M0.9%-5.5%0.004%
5/19/2026Centaurus Financial Inc.66,603$16.52M0.8%+188.3%0.024%
5/19/2026Strategic Investment Advisors MI518$128K0.0%N/A0.000%
5/19/2026Ashton Thomas Securities LLC10,785$2.68M0.3%N/A0.004%
5/19/2026Arkadios Wealth Advisors27,483$6.82M0.1%-41.9%0.010%
5/19/2026Strategic Planning Inc.3,280$813K0.4%N/A0.001%
5/19/2026Arete Wealth Advisors LLC29,826$7.39M0.5%-4.8%0.011%
5/18/2026Sunbelt Securities Inc.7,631$1.89M0.1%-13.5%0.003%
5/18/2026EverSource Wealth Advisors LLC5,149$1.28M0.0%+23.9%0.002%
5/18/2026Talon Private Wealth LLC1,718$426K0.1%N/A0.001%
5/18/2026Readystate Asset Management LP11,657$2.89M0.1%+726.2%0.004%
5/18/2026Evelyn Partners Investment Management LLP2,180$541K0.0%-9.0%0.001%
5/18/2026Evercore Wealth Management LLC38,929$9.65M0.2%-0.4%0.014%
5/16/2026Mittelman Wealth Management5,401$1.34M0.8%-45.1%0.002%
5/16/2026KCM Investment Advisors LLC9,678$2.40M0.1%+6.1%0.003%
5/16/2026Measured Risk Portfolios Inc.2,304$571K0.6%+1.7%0.001%
5/16/2026Quantinno Capital Management LP67,678$16.78M0.0%+28.5%0.024%
5/16/2026Jessup Wealth Management Inc9,928$2.46M0.9%-9.2%0.004%
5/15/2026Cardiff Park Advisors LLC5,311$1.32M0.1%-2.7%0.002%
5/15/2026Gateway Wealth Partners LLC5,000$1.24M0.0%+262.3%0.002%
5/15/2026Wealth Watch Advisors INC7,855$1.95M0.8%+24.2%0.003%
5/15/2026Quadcap Wealth Management LLC11,772$2.92M0.3%-15.6%0.004%
5/15/2026Bradley Foster & Sargent Inc. CT47,291$11.73M0.2%+21.1%0.017%
5/15/2026Vawter Financial Ltd.2,922$725K0.3%-14.6%0.001%
5/15/2026Marquette Associates Inc.3,313$822K0.9%N/A0.001%
5/15/2026Matrix Private Capital Group LLC5,200$1.29M0.6%N/A0.002%
5/15/2026London Co. of Virginia22,334$5.54M0.0%-57.5%0.008%
5/15/2026Punch & Associates Investment Management Inc.185$46K0.0%-63.4%0.000%
5/15/2026Vivaldi Capital Management LP4,071$1.01M0.1%-1.0%0.001%
5/15/2026St. Louis Trust Co31,465$7.80M0.9%+9.4%0.011%
5/15/2026Cannell & Spears LLC4,930$1.18M0.0%-6.3%0.002%
5/14/2026Sentinel Advisory Group LLC1,605$398K0.2%N/A0.001%
5/14/2026Gamco Investors INC. ET AL2,815$698K0.0%-64.0%0.001%
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5/14/2026Rockbridge Investment Management LCC2,806$696K0.1%+13.7%0.001%
5/14/2026GC Wealth Management RIA LLC16,421$4.07M0.2%+1.4%0.006%
5/14/2026FCA Corp TX7,584$1.88M0.5%-1.7%0.003%
5/14/2026Compound Planning Inc.42,450$10.53M0.3%-1.9%0.015%
5/14/2026Klingman & Associates LLC31,249$7.75M0.4%-1.1%0.011%
5/14/2026Modern Wealth Management LLC205,625$51.32M0.9%+2,314.3%0.074%
5/14/2026Keebeck Wealth Management10,233$2.54M0.3%-29.7%0.004%
5/14/2026Volterra Technologies LP4,983$1.24M0.2%-38.5%0.002%
5/14/2026Arrowstreet Capital Limited Partnership36,630$9.08M0.0%+14.1%0.013%
5/14/2026Clarkston Capital Partners LLC2,600$645K0.0%-11.9%0.001%


IWM Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,870 institutional investors and hedge funds held shares of iShares Russell 2000 ETF. The most heavily invested institutionals were Bank of America Corp DE ($10.32B), Goldman Sachs Group Inc. ($10.23B), Morgan Stanley ($4.21B), JPMorgan Chase & Co. ($1.87B), Empower Advisory Group LLC ($1.86B), Holocene Advisors LP ($1.23B), and Rafferty Asset Management LLC ($1.23B).Learn more on iShares Russell 2000 ETF's institutional investors.

Of the 2,448 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: Bank of America Corp DE ($51.95M), Goldman Sachs Group Inc. ($47.29M), Proficio Capital Partners LLC ($21.32M), CTC LLC ($13.80M), JPMorgan Chase & Co. ($5.84M), Holocene Advisors LP ($5.70M), and Toronto Dominion Bank ($3.54M).

Institutional investors have bought a total of 113,550,970 shares in the last 24 months. This purchase volume represents approximately $27.25B in transactions.

Of the 1,395 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: Jones Financial Companies Lllp ($3.80M), Laurel Wealth Advisors LLC ($2.85M), M&T Bank Corp ($2.24M), Bank of America Corp DE ($2.16M), HRT Financial LP ($2.14M), Rafferty Asset Management LLC ($1.77M), and US Bancorp DE ($1.66M).

Institutional investors have sold a total of 37,038,553 shares in the last 24 months. This volume of shares sold represents approximately $8.77B in transactions.


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This page (NYSEARCA:IWM) was last updated on 7/6/2026 by MarketBeat.com Staff.
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