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iShares Russell 2000 ETF (IWM) Institutional Ownership

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(As of 04/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Russell 2000 ETF (NYSEARCA:IWM)

Number of
Institutional Buyers
(last 12 months)
1432
Total
Institutional Inflows
(last 12 months)
$17.32B
Number of
Institutional Sellers
(last 12 months)
1110
Total
Institutional Outflows
(last 12 months)
$6.92B
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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
4/26/2024Coastline Trust Co72,656$15.28M1.8%+7.5%0.024%
4/26/2024Opus Capital Group LLC9,386$1.97M0.3%-3.5%0.003%
4/26/2024First National Trust Co32,285$6.79M0.3%-0.6%0.011%
4/26/2024McKinley Carter Wealth Services Inc.34,769$7.31M0.5%-2.7%0.012%
4/26/2024SFG Wealth Management LLC.2,261$476K0.3%-8.3%0.001%
4/26/2024Clear Creek Financial Management LLC27,337$5.75M0.7%-0.9%0.009%
4/26/2024First Personal Financial Services420$88K0.0%-27.6%0.000%
4/26/2024Chicago Partners Investment Group LLC31,472$6.25M0.3%+2.3%0.011%
4/26/2024 Mesirow Financial Investment Management Inc.91,839$19.31M0.4%N/A0.031%
4/26/2024MONECO Advisors LLC8,144$1.71M0.3%-5.4%0.003%
4/26/2024LifePro Asset Management1,159$244K0.2%N/A0.000%
4/26/2024Sigma Investment Counselors Inc.64,805$13.63M0.7%-1.3%0.022%
4/26/2024Verdence Capital Advisors LLC36,226$7.62M0.7%-15.1%0.012%
4/26/2024Financial Insights Inc.2,059$433K0.1%-2.4%0.001%
4/26/2024Checchi Capital Advisers LLC989$208K0.0%-6.3%0.000%
4/26/2024Latitude Advisors LLC1,967$414K0.3%-4.7%0.001%
4/26/2024Tritonpoint Wealth LLC3,432$722K0.1%+16.7%0.001%
4/26/2024Meridian Wealth Management LLC60,380$12.70M2.1%-4.9%0.020%
4/25/2024Lindbrook Capital LLC46,359$9.75M0.9%-3.3%0.016%
4/25/2024Cardinal Strategic Wealth Guidance117$25K0.0%-61.6%0.000%
4/25/2024Private Wealth Group LLC16,411$3.45M1.8%+2.3%0.006%
4/25/2024Horrell Capital Management Inc.1,558$328K0.1%+17.3%0.001%
4/25/2024Lodestar Private Asset Management LLC53,422$11.24M1.6%-0.6%0.018%
4/25/2024Center for Financial Planning Inc.3,230$679K0.1%-6.6%0.001%
4/25/2024TRUE Private Wealth Advisors126,559$26.61M3.1%+86.9%0.042%
4/25/2024Bank of New York Mellon Corp2,078,503$437.11M0.1%-8.5%0.697%
4/25/2024Gainplan LLC1,555$327K0.2%-99.3%0.001%
4/25/2024Osborne Partners Capital Management LLC7,391$1.55M0.1%+12.6%0.002%
4/25/2024Smith Chas P & Associates PA Cpas18,460$3.88M0.2%+123.1%0.006%
4/25/2024Oldfather Financial Services LLC108,057$22.72M9.4%+1.6%0.036%
4/25/2024HTLF Bank4,110$864K0.1%+9.9%0.001%
4/25/2024Capital Investment Advisory Services LLC32,910$6.92M0.7%-62.6%0.011%
4/25/2024L.M. Kohn & Company10,600$2.23M0.6%-0.9%0.004%
4/25/2024Smallwood Wealth Investment Management LLC3,042$640K0.5%-2.0%0.001%
4/25/2024Peterson Financial Group Inc.7,129$1.50M0.8%+0.8%0.002%
4/25/2024Argus Investors Counsel Inc.1,726$363K0.2%-9.6%0.001%
4/25/2024 Summit Financial LLC12,328$2.59M0.2%-17.8%0.004%
4/25/2024 Cambridge Investment Research Advisors Inc.263,101$55.33M0.2%-5.8%0.087%
4/24/2024 Private Trust Co. NA21,241$4.47M0.5%+10.8%0.007%
4/24/2024 Leavell Investment Management Inc.11,664$2.45M0.1%-6.2%0.004%
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4/24/2024 Krilogy Financial LLC17,840$3.75M0.3%N/A0.006%
4/24/2024 1900 Wealth Management LLC6,024$1.27M0.1%+4.5%0.002%
4/24/2024 Activest Wealth Management6,276$1.32M0.6%-5.8%0.002%
4/24/2024 Berkshire Bank1,182$249K0.1%-14.0%0.000%
4/24/2024 Newbridge Financial Services Group Inc.2,443$514K0.2%-33.6%0.001%
4/24/2024 Pinnacle Wealth Management Group Inc.15,868$3.34M2.5%+23.7%0.005%
4/24/2024 Fulcrum Equity Management2,985$628K0.7%-7.8%0.001%
4/24/2024 Pegasus Partners Ltd.55,028$11.57M1.2%+3.8%0.018%
4/24/2024 Blue Bell Private Wealth Management LLC36,883$7.76M1.7%+3.2%0.012%
4/24/2024 Zullo Investment Group Inc.1,942$408K0.2%+54.5%0.001%
4/24/2024 Pitti Group Wealth Management LLC8,056$1.63M1.8%-1.7%0.003%
4/24/2024 Round Rock Advisors LLC3,002$631K0.2%-13.1%0.001%
4/24/2024 Dakota Wealth Management173,359$36.46M0.9%+2.6%0.057%
4/24/2024 SOL Capital Management CO3,167$666K0.1%-42.1%0.001%
4/24/2024 Smith Anglin Financial LLC2,944$619K0.1%+6.6%0.001%
4/24/2024 Simplicity Wealth LLC59,376$12.49M0.3%+1,869.4%0.020%
4/24/2024 Archford Capital Strategies LLC6,560$1.38M0.2%-1.7%0.002%
4/24/2024 NBT Bank N A NY33,319$7.01M0.5%-1.6%0.011%
4/24/2024 Childress Capital Advisors LLC10,336$2.17M0.6%+10.7%0.003%
4/24/2024 Spire Wealth Management22,930$4.82M0.2%+17.7%0.008%
4/24/2024 Gemmer Asset Management LLC1,332$280K0.0%-4.4%0.000%
4/24/2024 Essex Financial Services Inc.9,487$2.00M0.2%+45.3%0.003%
4/24/2024 Capasso Planning Partners LLC6,876$1.45M0.6%-4.2%0.002%
4/24/2024 Bar Harbor Wealth Management2,386$502K0.0%-7.7%0.001%
4/23/2024 Bell Bank1,379$290K0.0%+36.4%0.000%
4/23/2024 Charter Oak Capital Management LLC6,159$1.30M0.1%-11.8%0.002%
4/23/2024 Lunt Capital Management Inc.1,970$414K0.2%-4.8%0.001%
4/23/2024 James J. Burns & Company LLC1,519$311K0.1%-38.1%0.001%
4/23/2024Busey Bank130,479$27.44M1.0%-3.8%0.043%
4/23/2024 BSW Wealth Partners40,164$8.45M1.4%-32.7%0.013%
4/23/2024 Addis & Hill Inc12,949$2.67M2.3%+6.2%0.004%
4/23/2024 Milestone Asset Management LLC1,121$236K0.1%-8.4%0.000%
4/23/2024 Global Retirement Partners LLC50,537$10.63M0.4%+10.2%0.017%
4/23/2024 Arbor Investment Advisors LLC51,350$10.80M1.6%+0.2%0.017%
4/23/2024 Morton Brown Family Wealth LLC4,746$998K0.4%-9.8%0.002%
4/23/2024 Sage Mountain Advisors LLC2,726$573K0.1%+11.0%0.001%
4/23/2024 Moody Lynn & Lieberson LLC5,520$1.16M0.1%-72.5%0.002%
4/23/2024 United Asset Strategies Inc.1,400$294K0.0%-71.8%0.000%
4/23/2024 Wealth Advisory Solutions LLC21,334$4.49M1.2%-6.6%0.007%
4/23/2024 WASHINGTON TRUST Co353,101$74.26M2.7%+1.1%0.117%
4/23/2024 Oak Harbor Wealth Partners LLC17,607$3.70M1.2%-1.1%0.006%
4/23/2024 Legacy Trust29,935$6.30M1.6%-3.1%0.010%
4/23/2024 Nations Financial Group Inc. IA ADV4,458$938K0.1%+6.0%0.001%
4/23/2024 Bluesphere Advisors LLC2,504$526K0.3%+4.5%0.001%
4/23/2024 Tyche Wealth Partners LLC5,687$1.20M0.3%-3.7%0.002%
4/23/2024 Fifth Third Bancorp754,329$158.64M0.6%+19.6%0.249%
4/23/2024 Wesbanco Bank Inc.94,022$19.77M0.7%-5.7%0.031%
4/23/2024 Warner Financial Inc.1,986$418K0.2%N/A0.001%
4/23/2024 Summit Trail Advisors LLC52,614$11.07M0.3%+13.4%0.017%
4/23/2024 Stablepoint Partners LLC3,147$662K0.1%+52.4%0.001%
Protect Yourself While There’s Still Time … (Ad)

The next step of the Fed's control is here. Section 702 of the Foreign Intelligence Surveillance Act was renewed for two more years and passed into law earlier this week. Allowing the Fed to tighten its grip on your personal privacy and freedom.

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4/23/2024 Arcadia Investment Management Corp MI9,256$1.95M0.3%-21.0%0.003%
4/23/2024 TAP Consulting LLC45,141$9.49M2.1%-1.7%0.015%
4/23/2024 Rebalance LLC12,233$2.57M0.2%-5.3%0.004%
4/23/2024 Raymond James Financial Services Advisors Inc.798,232$167.87M0.2%+2.6%0.263%
4/23/2024 Stonegate Investment Group LLC8,591$1.81M0.1%+2.2%0.003%
4/23/2024 Gray Private Wealth LLC35,357$7.44M4.9%N/A0.012%
4/22/2024 Bristlecone Advisors LLC12,824$2.70M0.2%-3.8%0.004%
4/22/2024 Strategic Financial Concepts LLC3,241$682K0.2%N/A0.001%
4/22/2024 Kessler Investment Group LLC168$35K0.0%N/A0.000%
4/22/2024 American Financial Advisors LLC5,063$1.07M0.2%-1.9%0.002%
(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, 2,315 institutional investors and hedge funds held shares of iShares Russell 2000 ETF. The most heavily invested institutionals were Morgan Stanley ($3.47B), TFO Wealth Partners LLC ($3.25B), Healthcare of Ontario Pension Plan Trust Fund ($1.98B), Rafferty Asset Management LLC ($1.72B), JPMorgan Chase & Co. ($1.52B), Jones Financial Companies Lllp ($1.47B), and Toronto Dominion Bank ($1.35B).Learn more on IWM's institutional investors.

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

Of the 1,972 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: Barclays PLC ($32.78M), Envestnet Asset Management Inc. ($9.15M), JPMorgan Chase & Co. ($9.00M), Toronto Dominion Bank ($7.72M), Empower Advisory Group LLC ($7.03M), Jane Street Group LLC ($5.95M), and Twin Tree Management LP ($5.38M).

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

Institutional investors have bought a total of 177,850,988 shares in the last 24 months. This purchase volume represents approximately $32.00B in transactions.

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

Of the 1,545 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: Optiver Holding B.V. ($23.40M), Envestnet Asset Management Inc. ($8.70M), Healthcare of Ontario Pension Plan Trust Fund ($7.50M), Banque Pictet & Cie SA ($4.95M), JPMorgan Chase & Co. ($4.11M), Aaron Wealth Advisors LLC ($3.44M), and Varma Mutual Pension Insurance Co ($2.99M).

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

Institutional investors have sold a total of 97,529,466 shares in the last 24 months. This volume of shares sold represents approximately $17.50B in transactions.


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This page (NYSEARCA:IWM) was last updated on 4/26/2024 by MarketBeat.com Staff

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