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iShares Russell 2000 ETF (IWM) Institutional Ownership

iShares Russell 2000 ETF logo
$286.80 +4.24 (+1.50%)
As of 05/6/2026 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)
1719
Total
Institutional Inflows
(last 12 months)
$38.14B
Number of
Institutional Sellers
(last 12 months)
1466
Total
Institutional Outflows
(last 12 months)
$9.45B
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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
5/7/2026World Equity Group Inc.3,385$840K0.2%-5.7%0.001%
5/7/2026AIA Group Ltd1,864,118$462.30M6.7%+181.5%0.671%
5/7/2026Spartan Wealth Advisory Services LLC1,825$453K0.0%N/A0.001%
5/7/2026Arjuna Capital640$159K0.0%+228.2%0.000%
5/7/2026ANB Bank75,731$18.78M7.6%-8.8%0.027%
5/7/2026Crescent Grove Advisors LLC22,353$5.54M0.5%-5.0%0.008%
5/6/2026Aviance Capital Partners LLC1,316$326K0.0%+4.0%0.000%
5/6/2026German American Bancorp Inc.218,117$54.09M4.7%+0.3%0.079%
5/6/2026Audent Global Asset Management LLC11,831$2.93M3.0%-17.8%0.004%
5/6/2026Quadrant Private Wealth Management LLC1,751$434K0.1%+6.3%0.001%
5/6/2026Bartlett & CO. Wealth Management LLC29,647$7.35M0.1%-2.4%0.011%
5/6/2026Centennial Bank AR 9,384$2.33M0.8%-9.1%0.003%
5/6/2026Atlas Wealth LLC1,747$433K0.1%N/A0.001%
5/6/2026Simon Quick Advisors LLC40,718$10.10M0.5%+4.9%0.015%
5/6/2026SK Wealth Management LLC10,754$2.71M0.8%+5.6%0.004%
5/6/2026Gryphon Financial Partners LLC12,968$3.22M0.3%+6.5%0.005%
5/6/2026Modera Wealth Management LLC159,008$39.43M0.5%-2.0%0.057%
5/6/2026Townsend Asset Management Corp NC ADV3,852$955K0.3%+1.9%0.001%
5/6/2026Advisortrust Partners LLC3,120$774K0.3%-3.9%0.001%
5/6/2026Assetmark Inc.6,129$1.52M0.0%+37.5%0.002%
5/6/2026Gallacher Capital Management LLC1,639$406K0.2%+8.9%0.001%
5/6/2026Main Street Group LTD1,248$310K0.1%-6.7%0.000%
5/6/2026Barings LLC34,127$8.46M0.1%N/A0.012%
5/6/2026Angeles Wealth Management LLC6,428$1.59M0.1%+2.0%0.002%
5/6/2026Clearstead Trust LLC128$32K0.0%-67.5%0.000%
5/6/2026Bessemer Group Inc.238,573$59.17M0.1%-33.2%0.086%
5/6/2026Avalon Trust Co956$237K0.0%+19.5%0.000%
5/6/2026 SteelPeak Wealth LLC98,806$24.50M0.7%+24.2%0.036%
5/6/2026 Allspring Global Investments Holdings LLC259,801$64.84M0.1%+110.3%0.094%
5/6/2026 Frisch Financial Group Inc.1,434$356K0.1%+12.7%0.001%
5/6/2026 Thayer Partners LLC MA1,709$424K0.2%-13.3%0.001%
5/6/2026 Independent Financial Group LLC70,575$17.50M0.5%N/A0.025%
5/6/2026 Prosperity Consulting Group LLC21,773$5.40M0.2%-1.2%0.008%
5/6/2026 Frazier Financial Advisors LLC708$176K0.1%+33.3%0.000%
5/5/2026 Quartz Partners LLC2,316$574K0.2%-23.0%0.001%
5/5/2026 Wealthfront Advisers LLC5,671$1.41M0.0%+32.6%0.002%
5/5/2026 D.A. Davidson & CO.117,602$29.17M0.2%-1.8%0.042%
5/5/2026 Navigation Group LLC3,701$918K0.2%N/A0.001%
5/5/2026 Beaumont Financial Advisors LLC1,062$263K0.0%+12.1%0.000%
5/5/2026 Seros Financial LLC892$221K0.1%-41.6%0.000%
5/5/2026 Three Seasons Wealth LLC14,301$3.55M1.4%-55.4%0.005%
5/5/2026 Collaborative Wealth Managment Inc.2,436$604K0.3%-56.4%0.001%
5/5/2026 Journey Advisory Group LLC1,560$387K0.0%-25.3%0.001%
5/5/2026 Harmony Asset Management LLC16,050$3.98M1.2%+11.7%0.006%
5/5/2026 Geneos Wealth Management Inc.34,709$8.61M0.2%-15.9%0.012%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.181$45K0.0%+18,000.0%0.000%
5/5/2026 Northstar Financial Companies Inc.1,586$393K0.3%-41.8%0.001%
5/5/2026 Ethos Financial Group LLC7,320$1.78M0.1%-2.2%0.003%
5/5/2026 SouthState Bank Corp14,074$3.49M0.2%+33.8%0.005%
5/5/2026 Mandatum Life Insurance Co Ltd30,911$7.67M1.7%+20.4%0.011%
5/5/2026 Helios Capital Management PTE. Ltd.22,000$5.46M5.7%-31.3%0.008%
5/5/2026 Meridian Management Co.1,000$248K0.1%-23.1%0.000%
5/5/2026 Sanctuary Advisors LLC154,202$38.24M0.2%-7.1%0.056%
5/5/2026 Sigma Planning Corp20,148$5.00M0.1%+4.5%0.007%
5/5/2026 Cornerstone Advisory LLC30,259$7.50M0.7%+0.1%0.011%
5/5/2026 1ST Source Bank93,120$23.09M1.2%+2.9%0.034%
5/5/2026 Nwam LLC10,307$2.56M0.1%+6.0%0.004%
5/5/2026 Flynn Zito Capital Management LLC1,397$346K0.1%+4.0%0.001%
5/5/2026 Broadview Financial Management LLC3,834$951K0.6%-4.3%0.001%
5/5/2026 Avantax Planning Partners Inc.6,890$1.71M0.0%-1.5%0.002%
5/4/2026 Calamos Wealth Management LLC4,362$1.08M0.0%+4.0%0.002%
5/4/2026 AMG National Trust Bank860,460$213.39M4.6%+4.6%0.310%
5/4/2026 Retirement Planning Group LLC7,384$1.83M0.1%+23.2%0.003%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management9,681$2.40M0.0%-0.7%0.003%
5/4/2026 Bryn Mawr Trust Advisors LLC9,676$2.40M0.1%+37.8%0.003%
5/4/2026 Bleakley Financial Group LLC30,475$7.56M0.1%+1.2%0.011%
5/4/2026 Archer Investment Corp12,720$3.15M0.7%-7.6%0.005%
5/4/2026 Birinyi Associates Inc.1,510$374K0.1%-23.9%0.001%
5/4/2026 Northland Securities Inc.1,386$344K0.3%+36.7%0.000%
5/4/2026 NWF Advisory Services Inc.33,053$8.20M0.9%+3.8%0.012%
5/4/2026 Principal Financial Group Inc.14,830$3.68M0.0%-38.6%0.005%
5/4/2026 Bedel Financial Consulting Inc.11,924$2.96M0.3%-0.5%0.004%
5/4/2026 IFC Advisors LLC2,447$607K0.1%-40.4%0.001%
5/4/2026 Parr Mcknight Wealth Management Group LLC10,609$2.63M0.3%-28.0%0.004%
5/4/2026 Uptick Partners LLC1,754$435K0.1%-13.0%0.001%
5/4/2026 Innealta Capital LLC9,002$2.23M1.4%N/A0.003%
5/4/2026 Tradewinds LLC.1,561$387K0.1%-7.6%0.001%
5/4/2026 Lifeworks Advisors LLC13,406$3.33M0.4%+19.5%0.005%
5/4/2026 Teachers Retirement System of The State of Kentucky12,805$3.18M0.0%-1.4%0.005%
5/4/2026 Procyon Advisors LLC3,246$805K0.0%+2.1%0.001%
5/2/2026 Citizens Business Bank40,328$10.00M1.7%-0.3%0.015%
5/2/2026 Persium Advisors LLC948$235K0.2%-16.3%0.000%
5/2/2026 Global Assets Advisory LLC1,096$272K0.1%+5.0%0.000%
5/2/2026 International Assets Investment Management LLC16,749$4.18M0.1%+50.9%0.006%
5/2/2026 Trifecta Capital Advisors LLC14,622$3.63M0.6%-3.6%0.005%
5/2/2026 Associated Banc Corp39,392$9.77M0.3%+6.5%0.014%
5/2/2026 Strategic Wealth Advisors LLC1,098$272K0.2%+26.5%0.000%
5/2/2026 ARQ Wealth Advisors LLC1,180$293K0.1%+42.2%0.000%
5/2/2026 Diversify Wealth Management LLC106,321$28.93M0.5%+2,303.8%0.038%
5/2/2026 Valmark Advisers Inc.8,760$2.17M0.0%+1.7%0.003%
5/2/2026 Pittenger & Anderson Inc.139,221$34.53M1.4%-1.6%0.050%
5/2/2026 Gables Capital Management Inc.2,173$539K0.2%+4.1%0.001%
5/2/2026 Carnegie Investment Counsel20,471$5.08M0.1%-1.1%0.007%
5/1/2026 Welch & Forbes LLC25,603$6.35M0.1%-8.1%0.009%
5/1/2026 Seneca House Advisors4,124$1.02M0.4%+37.7%0.001%
5/1/2026 Castle Wealth Management LLC1,396$346K0.1%-17.1%0.001%
5/1/2026 Ferguson Wellman Capital Management Inc.270,000$66.96M0.9%N/A0.097%
5/1/2026 Citizens Financial Group Inc. RI378,372$93.84M1.3%-3.2%0.136%
5/1/2026 Midwest Trust Co31,859$7.90M0.1%-1.9%0.011%
5/1/2026 Fifth Third Bancorp957,068$237.35M0.4%+61.6%0.345%


IWM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWM shares?

During the previous two years, 2,872 institutional investors and hedge funds held shares of iShares Russell 2000 ETF. The most heavily invested institutionals were Bank of America Corp DE ($10.77B), 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.

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

Of the 2,452 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. ($7.70M), Holocene Advisors LP ($5.70M), and Toronto Dominion Bank ($3.54M).

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

Institutional investors have bought a total of 168,311,933 shares in the last 24 months. This purchase volume represents approximately $38.14B in transactions.

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

Of the 1,458 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 ($4.97M), Rafferty Asset Management LLC ($3.60M), Laurel Wealth Advisors LLC ($2.85M), M&T Bank Corp ($2.24M), HRT Financial LP ($2.14M), US Bancorp DE ($1.66M), and 59 North Capital Management LP ($1.56M).

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

Institutional investors have sold a total of 41,062,681 shares in the last 24 months. This volume of shares sold represents approximately $9.45B in transactions.


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This page (NYSEARCA:IWM) was last updated on 5/7/2026 by MarketBeat.com Staff.
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