Free Trial
→ Iran War Shock: What I Was Told In That Private Meeting (From Banyan Hill Publishing) (Ad)tc pixel Free IWM Stock Alerts

iShares Russell 2000 ETF (IWM) Institutional Ownership

iShares Russell 2000 ETF logo
$274.06 +2.69 (+0.99%)
As of 11:00 AM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for iShares Russell 2000 ETF (NYSEARCA:IWM)

Number of
Institutional Buyers
(last 12 months)
1482
Total
Institutional Inflows
(last 12 months)
$23.47B
Number of
Institutional Sellers
(last 12 months)
1212
Total
Institutional Outflows
(last 12 months)
$8.96B
Get IWM Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Russell 2000 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IWM Institutional Buying and Selling by Quarter

iShares Russell 2000 ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/15/2026C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors2,651$737K0.0%+22.7%0.001%
10/15/2026InvesTrust1,405$390K0.1%-6.5%0.000%
10/15/2026Nvwm LLC22,879$6.36M1.2%-4.9%0.008%
10/15/2026Orgel Wealth Management LLC7,557$2.10M0.0%+2.6%0.003%
10/15/2026Colorado Capital Management Inc.4,010$1.11M0.4%-6.5%0.001%
10/15/2026Fort Washington Investment Advisors Inc. OH21,140$5.88M0.0%-4.6%0.007%
10/15/2026ASL Financial LLC12,246$3.39M2.5%-0.7%0.004%
10/15/2026ZWJ Investment Counsel Inc.2,922$812K0.0%N/A0.001%
10/15/2026Birchbrook Inc.1,432$398K0.2%-3.0%0.001%
10/15/2026Mather Group LLC.20,007$5.56M0.0%+24.2%0.007%
10/15/2026First Pacific Financial322$90K0.0%-14.8%0.000%
10/15/2026Summit Financial Strategies Inc.4,652$1.29M0.1%-1.9%0.002%
10/15/2026Cliftonlarsonallen Wealth Advisors LLC13,108$3.64M0.0%+2.7%0.005%
10/15/2026Fortitude Family Office LLC3,135$871K0.1%+9.7%0.001%
10/15/2026Strategy Asset Managers LLC751$209K0.0%-99.8%0.000%
10/15/2026Meridian Investment Counsel Inc.21,893$6.08M1.4%-2.1%0.008%
10/14/2026Wolfstich Capital LLC542,460$150.74M60.1%+44,992.3%0.192%
10/14/2026Tempus Wealth Planning LLC7,339$2.04M0.4%-16.4%0.003%
10/14/2026Allodium Investment Consultants LLC10,787$3.00M1.2%-0.8%0.004%
10/14/2026Sachem Hill LLC9,556$2.66M0.5%-1.7%0.003%
10/14/2026Union Savings Bank24,986$6.94M2.9%-1.3%0.009%
10/14/2026Cultivar Capital Inc.3,135$871K0.5%-4.7%0.001%
10/14/2026Triumph Capital Management3,039$845K0.1%-82.0%0.001%
10/14/2026Consilium Wealth Advisory LLC1,684$468K0.1%-19.2%0.001%
10/14/2026Lodestone Wealth Management LLC187$52K0.0%N/A0.000%
10/14/2026First Citizens Bank & Trust Co.27,190$7.56M0.1%-8.7%0.010%
10/14/2026Focus Financial Network Inc.7,784$2.16M0.1%-4.4%0.003%
10/14/2026Enclave Advisors LLC60,955$16.94M2.2%+2.1%0.022%
10/14/2026Foundation Wealth Management LLC PA7,379$2.05M0.7%-15.6%0.003%
10/14/2026Virginia Estate & Retirement Planning Advisors Inc.169$47K0.1%-58.7%0.000%
10/14/2026Salem Investment Counselors Inc.15,018$4.17M0.1%+11.7%0.005%
10/14/2026Forte Asset Management LLC10,788$3.00M1.2%-1.3%0.004%
10/14/2026Signal Advisors Wealth LLC4,448$1.24M0.1%+72.9%0.002%
10/14/2026GEM Asset Management LLC10,078$2.80M1.2%-7.6%0.004%
10/14/2026BigSur Wealth Management LLC5,150$1.43M0.4%+9.6%0.002%
10/14/2026Foster Group Inc.36,797$10.23M0.3%-8.6%0.013%
10/14/2026B. Riley Wealth Advisors Inc.6,997$1.94M0.1%-4.1%0.002%
10/14/2026Krilogy Financial LLC2,306$641K0.0%+16.6%0.001%
10/14/2026Edge Wealth Management LLC114,342$31.89M4.6%+0.1%0.041%
10/13/2026Fluent Financial LLC46,274$12.86M4.6%-49.2%0.016%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
10/13/2026Mechanics Bank Trust Department5,533$1.54M0.2%+9.1%0.002%
10/13/2026Fagan Associates Inc.6,819$1.90M0.2%-4.3%0.002%
10/13/2026Contravisory Investment Management Inc.285$79K0.0%-19.3%0.000%
10/13/2026First County Bank CT2,962$823K0.4%-3.9%0.001%
10/13/2026Sage Capital Advisors llc6,536$1.82M0.3%-2.5%0.002%
10/13/2026Ring Mountain Capital LLC935$260K0.1%-4.2%0.000%
10/13/2026McGlone Suttner Wealth Management Inc.772$215K0.0%N/A0.000%
10/13/2026Steel Grove Capital Advisors LLC5,914$1.64M0.1%-3.3%0.002%
10/13/2026Heffernan Advisory Inc.2,732$759K0.5%+203.6%0.001%
10/13/2026Sax Wealth Advisors LLC10,947$3.04M0.1%+172.4%0.004%
10/13/2026Fermata Advisors LLC3,273$909K0.2%-2.1%0.001%
10/13/2026NorthCrest Asset Manangement LLC4,566$1.27M0.0%+6.6%0.002%
10/13/2026Value Investment Professionals LLC9,025$2.51M2.2%+0.4%0.003%
10/13/2026DWR Wealth Management LLC9,968$2.78M1.9%-1.3%0.004%
10/13/2026Avior Wealth Management LLC12,455$3.43M0.1%-12.8%0.004%
10/13/2026Woodstock Corp5,955$1.66M0.1%-11.8%0.002%
10/10/2026RTD Financial Advisors Inc.56,384$15.67M1.7%-1.8%0.020%
10/10/2026Baron Financial Group LLC70,503$19.59M10.5%-2.0%0.025%
10/10/2026Marquette Asset Management LLC18,067$5.02M0.7%-1.3%0.006%
10/10/2026ANB Bank70,394$19.56M7.5%-3.1%0.025%
10/10/2026Atlas Brown Inc.3,449$958K0.3%-16.9%0.001%
10/9/2026Mirador Capital Partners LP2,564$712K0.1%+101.3%0.001%
10/9/2026Kaizen Financial Strategies2,114$587K0.2%-109.6%0.001%
10/9/2026Balefire LLC1,845$513K0.1%-6.0%0.001%
10/9/2026Sprinkle Financial Consultants LLC3,949$1.10M0.4%+4.7%0.001%
10/9/2026DKM Wealth Management Inc.2,242$623K0.4%-3.3%0.001%
10/9/2026Wedmont Private Capital17,700$4.91M0.1%-1.0%0.006%
10/9/2026Central Bank & Trust Co.33,381$9.28M1.4%-6.3%0.012%
10/9/2026Insight Wealth Strategies LLC1,209$336K0.0%-3.1%0.000%
10/9/2026Gainplan LLC1,030$286K0.2%-98.3%0.000%
10/9/2026LifeGoal Investments LLC806$224K0.1%N/A0.000%
10/9/2026Market Street Wealth Management Advisors LLC1,776$494K0.1%-2.5%0.001%
10/9/2026Monument Capital Management35,497$9.86M2.1%+282.3%0.013%
10/9/2026Diversified Management Inc.3,736$1.04M0.2%+28.1%0.001%
10/9/2026Acropolis Investment Management LLC17,631$4.90M0.2%-1.8%0.006%
10/9/2026First Heartland Consultants Inc.65,911$18.32M1.2%+47.9%0.024%
10/8/2026Grove Bank & Trust8,194$2.28M0.2%-16.3%0.003%
10/8/2026Sapient Capital LLC3,300$917K0.0%+1.7%0.001%
10/8/2026CoreCap Advisors LLC15,994$4.45M0.1%-52.5%0.006%
10/8/2026YHB Investment Advisors Inc.26,196$7.28M0.5%+1.4%0.009%
10/8/2026Titleist Asset Management LLC101,411$28.18M1.8%-26.0%0.036%
10/8/2026Apella Capital LLC25,092$6.97M0.1%+25.9%0.009%
10/8/2026Gradient Investments LLC934$260K0.0%N/A0.000%
10/8/2026Avidian Wealth Enterprises LLC28,258$7.85M0.2%+1.1%0.010%
10/8/2026Valeo Financial Advisors LLC98,157$27.28M0.6%-2.2%0.035%
10/8/2026Veracity Capital LLC6,504$1.81M0.5%-1.3%0.002%
10/8/2026Kaydan Wealth Management Inc.93,796$26.07M9.1%+33.2%0.033%
10/8/2026Toth Financial Advisory Corp17,346$4.82M0.5%+67.0%0.006%
10/8/2026Vann Equity Management LLC765$212K0.1%-14.2%0.000%
10/8/2026Ayalon Insurance Comp Ltd.105,830$29.41M2.6%+46.1%0.038%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
10/8/2026Platt Investment Counsel LLC40,991$11.39M7.8%+25.6%0.015%
10/7/2026Venture Visionary Partners LLC28,757$7.99M0.2%+9.0%0.010%
10/7/2026Steph & Co.18,385$5.11M1.3%-4.6%0.007%
10/7/2026KFA Private Wealth Group LLC4,054$1.13M0.3%+4.0%0.001%
10/7/2026Elevation Wealth Partners LLC1,543$429K0.1%+4.3%0.001%
10/7/2026Canandaigua National Trust Co of Florida2,426$674K0.4%N/A0.001%
10/7/2026Canandaigua National Bank & Trust Co.18,228$5.07M0.5%-0.3%0.007%
10/7/2026Persium Advisors LLC770$214K0.1%-18.8%0.000%
10/7/2026Epiq Partners LLC1,284$357K0.2%+3.7%0.000%
10/7/2026Bath Savings Trust Co1,579$439K0.0%+5.4%0.001%


IWM Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,875 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 2,438 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 95,307,570 shares in the last 24 months. This purchase volume represents approximately $23.47B in transactions.

Of the 1,204 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 34,846,987 shares in the last 24 months. This volume of shares sold represents approximately $8.96B in transactions.


Related Companies

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 10/15/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
100% overnight gains?
Rumors are circulating that Elon Musk is preparing to acquire three publicly traded companies. Dr. Mark Sko...
The Oxford Club | Sponsoredtc pixel
A new income category is drawing serious money - here's why
Forbes recently called a new category of exchange-traded income funds a 'golden era,' and Bloomberg noted the ...
Investors Alley | Sponsoredtc pixel
The trade I’ve been waiting for since 2011
Ross Givens, Director of Research at Traders Agency, is calling for gold to reach $10,000 an ounce this superc...
Traders Agency | Sponsoredtc pixel