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iShares Russell 2000 ETF (IWM) Institutional Ownership

iShares Russell 2000 ETF logo
$296.01 +0.82 (+0.28%)
As of 04:10 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)
1492
Total
Institutional Inflows
(last 12 months)
$23.36B
Number of
Institutional Sellers
(last 12 months)
1212
Total
Institutional Outflows
(last 12 months)
$8.71B
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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
9/4/2026Parkside Financial Bank & Trust33,597$10.09M0.7%-10.0%0.012%
9/2/2026 Range Advisory LLC11,215$3.37M0.4%+24.7%0.004%
8/27/2026 Corient Private Wealth LP524,135$157.48M0.2%+4.8%0.190%
8/27/2026 Tucker Asset Management LLC2,278$684K0.2%+127.1%0.001%
8/27/2026 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co29,608$8.90M2.9%+40.1%0.011%
8/26/2026 HORAN Wealth LLC6,587$1.98M0.2%-48.6%0.002%
8/26/2026 HighTower Advisors LLC712,746$214.14M0.2%+10.9%0.259%
8/25/2026 Advus Financial Partners LLC2,593$779K0.2%-13.4%0.001%
8/23/2026 Tanager Wealth Management LLP9,168$2.76M0.2%-16.9%0.003%
8/23/2026 Mason & Associates LLC704$212K0.0%N/A0.000%
8/23/2026 Readystate Asset Management LP2,026$609K0.0%-82.6%0.001%
8/23/2026 Ameritas Advisory Services LLC16,785$5.04M0.1%-1.8%0.006%
8/23/2026 Wedmont Private Capital17,876$5.29M0.1%+16.7%0.006%
8/23/2026 Kintra Wealth LLC3,582$1.09M0.1%+2.7%0.001%
8/23/2026 Endeavor Private Wealth Inc.2,565$771K0.2%-7.3%0.001%
8/23/2026 SFG Wealth Management LLC.1,441$433K0.2%-11.2%0.001%
8/23/2026 HB Wealth Management LLC54,929$16.50M0.1%-7.2%0.020%
8/23/2026 Nilsine Partners LLC41,274$12.40M0.9%+13.5%0.015%
8/23/2026 Northeast Planning Associates INC. NH996$299K0.2%-23.2%0.000%
8/23/2026 Nvest Financial LLC1,181$355K0.1%+9.7%0.000%
8/23/2026 Angeles Wealth Management LLC8,846$2.66M0.1%+37.6%0.003%
8/23/2026 Unique Wealth LLC30,580$9.19M1.1%-2.0%0.011%
8/23/2026 Kaydan Wealth Management Inc.70,426$21.16M6.4%+314.9%0.026%
8/22/2026 Advisory Solutions Group LLC6,756$2.03M0.7%N/A0.002%
8/22/2026 Schuylkill Financial LLC4,756$1.43M1.3%N/A0.002%
8/22/2026 Compass Financial Management LLC6,030$1.82M0.2%N/A0.002%
8/22/2026 NBH Bank4,367$1.31M0.6%N/A0.002%
8/22/2026 Gainline Financial Partners LLC4,611$1.39M1.3%N/A0.002%
8/22/2026 William John Sempolinski4,668$1.40M0.6%N/A0.002%
8/22/2026 MW Advisory LLC1,265$380K0.2%N/A0.000%
8/22/2026 Tenet Wealth Partners LLC1,230$360K0.3%N/A0.000%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC1,338$402K0.1%N/A0.000%
8/22/2026 Old Mission Investment Co LLC1,246$374K0.1%N/A0.000%
8/22/2026 Montgomery Financial Services LLC100$30K0.0%N/A0.000%
8/22/2026 Highland Investment Advisors LLC3,607$1.08M0.5%N/A0.001%
8/22/2026 Timbuktu Capital Management LLC142$43K0.1%N/A0.000%
8/22/2026 TOP Private Wealth LLC.339$102K0.1%N/A0.000%
8/22/2026 Hopwood Nicholas Hunter1,757$528K0.1%-99.7%0.001%
8/22/2026 Plan A Wealth LLC1,107$333K0.1%-30.1%0.000%
8/22/2026 Three Seasons Wealth LLC9,248$2.78M0.3%-35.3%0.003%
U.K. Royal Air Force officer just cracked America’s biggest economic secret (Ad)

A former Royal Air Force officer who helped build the trading systems behind London's Big Bang says he's uncovered a 55 year, bipartisan U.S. monetary policy he calls Project Pyramid. Since it began, the dollar supply has grown 35 times over, while wages have failed to keep pace. He argues the only way to protect your money is to outgrow the devaluation itself.tc pixel

See the full research on Project Pyramid before this discount ends
8/22/2026 Shum Financial Group Inc.794$239K0.1%N/A0.000%
8/22/2026 Vested Financial Planning LLC744$223K0.1%N/A0.000%
8/22/2026 Retirement Wealth Solutions LLC887$266K0.1%-20.9%0.000%
8/22/2026 Rik Saylor Financial Inc.13,375$4.02M2.5%-1.6%0.005%
8/22/2026 ZEGA Investments LLC2,003$602K0.1%-7.6%0.001%
8/22/2026 NWF Advisory Services Inc.33,869$10.18M1.0%+2.5%0.012%
8/22/2026 Rogco LP83$25K0.0%N/A0.000%
8/22/2026 Tassel Capital Management Inc.1,080$325K0.2%-19.6%0.000%
8/22/2026 TD Waterhouse Canada Inc.17,735$5.31M0.0%-2.6%0.006%
8/22/2026 United Community Bank1,051$316K0.1%-3.2%0.000%
8/22/2026 Kickstand Ventures LLC.33,530$10.07M1.8%-3.6%0.012%
8/22/2026 Lakeshore Financial Planning Inc.8,104$2.44M0.8%-2.3%0.003%
8/22/2026 Power Wealth Management LLC3,392$1.02M0.4%-3.1%0.001%
8/21/2026 Alley Investment Management Company LLC11,581$3.48M0.4%-2.3%0.004%
8/21/2026 Lowery Thomas LLC3,933$1.18M0.6%-1.3%0.001%
8/21/2026 Athena Investment Management8,321$2.50M1.5%-13.6%0.003%
8/21/2026 WorthPointe LLC755$227K0.1%-67.5%0.000%
8/21/2026 Beacon Capital Management LLC2,284$686K0.1%+13.2%0.001%
8/21/2026 Greenspring Advisors LLC732$220K0.0%N/A0.000%
8/21/2026 Paragon Private Wealth Management LLC9,681$2.91M0.8%-5.8%0.004%
8/21/2026 Mayport LLC730$219K0.0%N/A0.000%
8/21/2026 Continuum Advisory LLC15,955$4.79M0.4%-4.0%0.006%
8/21/2026 Ewing Morris & Co. Investment Partners Ltd.1,711$514K0.3%N/A0.001%
8/21/2026 Round Rock Advisors LLC2,675$804K0.1%-1.3%0.001%
8/21/2026 EMC Capital Management128,970$38.75M15.2%N/A0.047%
8/21/2026 Robbins Farley308$93K0.0%N/A0.000%
8/21/2026 Firestone Capital Management16,087$4.83M0.9%+1.1%0.006%
8/21/2026 Natural Investments LLC2,342$703K0.2%+57.5%0.001%
8/21/2026 XML Financial LLC43,054$12.94M0.9%-0.2%0.016%
8/21/2026 Tsfg LLC5,329$1.60M0.2%-14.8%0.002%
8/21/2026 KFA Private Wealth Group LLC3,899$1.17M0.3%+145.5%0.001%
8/21/2026 Symphony Financial Ltd. Co.50,384$15.08M1.7%+9.0%0.018%
8/21/2026 Chesapeake Wealth Management10,749$3.23M0.9%-5.0%0.004%
8/21/2026 Independence Bank of Kentucky27,712$8.33M0.9%+1.7%0.010%
8/21/2026 Bedel Financial Consulting Inc.11,795$3.54M0.3%-1.1%0.004%
8/21/2026 Murphy Middleton Hinkle & Parker Inc.2,663$800K0.3%-3.0%0.001%
8/21/2026 Investors Research Corp1,945$584K0.1%-33.3%0.001%
8/21/2026 Triumph Capital Management16,870$5.07M0.9%-21.8%0.006%
8/20/2026 Proficio Capital Partners LLC3,107$934K0.0%+27.4%0.001%
8/20/2026 Nwam LLC11,119$3.34M0.2%+7.9%0.004%
8/20/2026 Cavalier Investments LLC2,139$643K0.0%-98.9%0.001%
8/20/2026 Gill Capital Partners LLC538$162K0.0%-11.7%0.000%
8/20/2026 Rehmann Capital Advisory Group21,314$6.40M0.3%+5.2%0.008%
8/20/2026 Orgel Wealth Management LLC7,368$2.21M0.0%+11.7%0.003%
8/20/2026 JNBA Financial Advisors2,486$747K0.0%-5.5%0.001%
8/20/2026 Grandeur Peak Global Advisors LLC9,286$2.79M0.7%N/A0.003%
8/20/2026 Addenda Capital Inc.18,910$5.68M0.2%-13.1%0.007%
8/20/2026 Oarsman Capital Inc.1,054$317K0.0%-3.3%0.000%
8/20/2026 Camelot Portfolios LLC9,158$2.75M1.8%+32.2%0.003%
8/20/2026 RPg Family Wealth Advisory LLC10,298$3.09M0.5%+5.5%0.004%
U.K. Royal Air Force officer just cracked America’s biggest economic secret (Ad)

A former Royal Air Force officer who helped build the trading systems behind London's Big Bang says he's uncovered a 55 year, bipartisan U.S. monetary policy he calls Project Pyramid. Since it began, the dollar supply has grown 35 times over, while wages have failed to keep pace. He argues the only way to protect your money is to outgrow the devaluation itself.tc pixel

See the full research on Project Pyramid before this discount ends
8/20/2026 Risk Paradigm Group LLC10,168$3.06M2.0%+6.0%0.004%
8/20/2026 Headlands Technologies LLC12,600$3.79M0.4%N/A0.005%
8/20/2026 Ancora Advisors LLC5,351$1.61M0.0%-11.2%0.002%
8/20/2026 Sigma Planning Corp20,404$6.13M0.2%+1.3%0.007%
8/20/2026 Two Sigma Securities LLC16,048$4.82M0.4%+920.2%0.006%
8/20/2026 B & T Capital Management DBA Alpha Capital Management3,634$1.09M0.1%-31.6%0.001%
8/20/2026 Benjamin Edwards Inc.17,925$5.39M0.0%+12.1%0.007%
8/20/2026 GTS Securities LLC104,815$31.48M0.7%+74.0%0.038%
8/20/2026 Jasper Ridge Partners L.P.55,688$16.73M0.4%-5.8%0.020%
8/20/2026 Flputnam Investment Management Co.46,775$14.00M0.2%+10.4%0.017%


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 ($10.69B), 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 2,434 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 Laurel Wealth Advisors LLC ($2.85M).

Institutional investors have bought a total of 94,988,194 shares in the last 24 months. This purchase volume represents approximately $23.36B in transactions.

Of the 1,212 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: Bank of America Corp DE ($8.17M), Jones Financial Companies Lllp ($3.80M), Laurel Wealth Advisors LLC ($2.85M), M&T Bank Corp ($2.24M), Rafferty Asset Management LLC ($1.77M), Optiver Holding B.V. ($1.20M), and Morgan Stanley ($1.03M).

Institutional investors have sold a total of 33,980,611 shares in the last 24 months. This volume of shares sold represents approximately $8.71B in transactions.


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Institutional ownership data for NYSEARCA:IWM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/4/2026. New 13F filings are added each quarter as they're published.
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