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iShares Russell 2000 ETF (IWM) Institutional Ownership

iShares Russell 2000 ETF logo
$291.17 -0.92 (-0.31%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
1606
Total
Institutional Inflows
(last 12 months)
$27.17B
Number of
Institutional Sellers
(last 12 months)
1330
Total
Institutional Outflows
(last 12 months)
$7.94B
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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
7/25/2026Financial Perspectives Inc4,520$1.36M0.3%+4.4%0.002%
7/25/2026Fortis Group Advisors LLC9,333$2.80M0.4%-10.0%0.003%
7/25/2026Wealth Advisory Solutions LLC15,094$4.54M0.9%-8.8%0.005%
7/25/2026Udine Wealth Management Inc.10,309$3.10M1.3%+1.9%0.004%
7/25/2026BridgePort Financial Solutions LLC3,867$1.16M0.3%+5.2%0.001%
7/25/2026Xcel Wealth Management LLC1,273$382K0.1%-23.7%0.000%
7/25/2026WealthBridge Capital Management LLC15,325$4.61M0.9%-1.4%0.006%
7/25/2026a16z Perennial Management L.P.3,250$976K0.1%N/A0.001%
7/25/2026Boston Trust Walden Corp22,352$6.72M0.1%-62.9%0.008%
7/25/2026TCV Trust & Wealth Management Inc.19,934$5.99M0.5%-1.1%0.007%
7/25/2026Lansing Street Advisors19,713$5.92M1.3%+3.8%0.007%
7/25/2026James Investment Research Inc.39,500$11.87M1.2%+5.0%0.014%
7/25/2026Investment Partners Asset Management Inc.2,639$793K0.4%-1.5%0.001%
7/25/2026Greenwood Gearhart LLC176,816$53.12M2.5%+2.4%0.064%
7/25/2026Optima Capital LLC7,853$2.36M0.9%+6.5%0.003%
7/24/2026CPC Advisors LLC842$253K0.0%-27.7%0.000%
7/24/2026Avidian Wealth Enterprises LLC27,959$8.40M0.2%-4.3%0.010%
7/24/2026D.A. Davidson & CO.112,304$33.74M0.2%-4.5%0.041%
7/24/2026Columbia Bank3,061$920K0.2%+24.6%0.001%
7/24/2026Benjamin Edwards Inc.17,925$5.39M0.0%+12.1%0.006%
7/24/2026XML Financial LLC43,054$12.94M0.9%-0.2%0.016%
7/24/2026Surience Private Wealth LLC38,557$11.58M10.2%+85.6%0.014%
7/24/2026Nilsine Partners LLC41,274$12.40M0.9%+13.5%0.015%
7/24/2026 Total Clarity Wealth Management Inc.4,261$1.28M0.2%+34.8%0.002%
7/24/2026Hartford Financial Management Inc.402$121K0.0%+55.8%0.000%
7/24/2026Signaturefd LLC5,298$1.59M0.0%+22.9%0.002%
7/24/2026Crewe Advisors LLC69,179$20.79M1.5%-2.7%0.025%
7/24/2026 Ignite Planners LLC867$260K0.0%N/A0.000%
7/24/2026 Tanager Wealth Management LLP9,168$2.76M0.2%-16.9%0.003%
7/24/2026 Welch Group LLC3,077$924K0.0%-2.7%0.001%
7/24/2026 Forum Financial Management LP3,084$927K0.0%-5.3%0.001%
7/23/2026 JNBA Financial Advisors2,486$747K0.1%-5.5%0.001%
7/23/2026 PFG Investments LLC12,497$3.76M0.1%-4.8%0.005%
7/23/2026 Johnson Investment Counsel Inc.303,252$91.11M0.7%-2.3%0.110%
7/23/2026 L. Roy Papp & Associates LLP1,480$445K0.0%+61.4%0.001%
7/23/2026 Capital Investment Advisory Services LLC12,529$3.76M0.2%-65.1%0.005%
7/23/2026 Cornerstone Wealth Management LLC43,060$12.94M0.6%-11.0%0.015%
7/23/2026 Capital Advisors Inc. OK6,116$1.84M0.0%+7.7%0.002%
7/23/2026 SBI Securities Co. Ltd.3,499$1.05M0.0%-1.3%0.001%
7/23/2026 Meridian Investment Counsel Inc.22,352$6.72M1.4%-0.3%0.008%
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7/23/2026 Albion Financial Group UT1,327$399K0.0%-4.0%0.000%
7/23/2026 Chris Bulman Inc9,108$2.74M1.0%-10.0%0.003%
7/22/2026 True North Advisors LLC1,068$321K0.0%-62.2%0.000%
7/22/2026 Pines Wealth Management LLC12,482$3.75M1.1%+3.9%0.004%
7/22/2026 Synergy Asset Management LLC4,474$1.34M0.1%N/A0.002%
7/22/2026 Braeburn Wealth Management LLC11,790$3.54M1.5%N/A0.004%
7/22/2026 Fearless Solutions LLC dba Best Invest25,486$7.66M4.0%-1.3%0.009%
7/22/2026 River Street Advisors LLC1,199$360K0.1%-8.1%0.000%
7/22/2026 Forte Asset Management LLC10,935$3.29M1.3%+0.6%0.004%
7/22/2026 Moneywise Inc.25,502$7.66M2.9%+12.5%0.009%
7/22/2026 Cordoba Advisory Partners LLC671$202K0.0%N/A0.000%
7/22/2026 Greenleaf Trust13,911$4.18M0.0%-1.2%0.005%
7/21/2026 Unique Wealth LLC30,580$9.19M1.1%-2.0%0.011%
7/21/2026 Midwest Financial Group LLC1,821$547K0.2%+14.1%0.001%
7/21/2026 Financial Life Planners5,363$1.61M1.0%+166.3%0.002%
7/21/2026 Leslie Global Wealth LLC10,872$3.27M1.3%-5.3%0.004%
7/21/2026 Legacy Advisory Services LLC17,149$5.15M3.6%-0.6%0.006%
7/21/2026 Quantum Financial Partners LLC1,074$323K0.2%N/A0.000%
7/21/2026 Envestnet Portfolio Solutions Inc.39,490$11.87M0.1%-4.6%0.014%
7/21/2026 Triumph Capital Management16,870$5.07M0.9%-21.8%0.006%
7/21/2026 IFP Advisors Inc25,119$7.55M0.1%-70.8%0.009%
7/21/2026 Webster Bank N. A.18,518$5.56M0.5%-4.0%0.007%
7/21/2026 Interchange Capital Partners LLC1,467$441K0.1%-49.9%0.001%
7/20/2026 SlateStone Wealth LLC7,860$2.36M0.2%+1.0%0.003%
7/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors2,161$649K0.0%-48.3%0.001%
7/20/2026 Allied Investment Advisors LLC908$273K0.0%-4.2%0.000%
7/20/2026 PFS Partners LLC253$76K0.0%-26.2%0.000%
7/20/2026 Objective Capital Management LLC5,611$1.69M1.5%-2.3%0.002%
7/20/2026 Thomasville National Bank3,485$1.05M0.1%N/A0.001%
7/20/2026 Royal Fund Management LLC39,133$11.76M1.0%N/A0.014%
7/20/2026 Venturi Wealth Management LLC143,433$43.09M1.7%+2.2%0.052%
7/20/2026 Aspiriant LLC54,901$16.50M0.4%-1.5%0.020%
7/20/2026 Poehling Capital Management INC.907$273K0.1%N/A0.000%
7/20/2026 Harmony Asset Management LLC15,994$4.81M1.3%-0.3%0.006%
7/20/2026 Mission Wealth Management LP17,056$5.13M0.1%+16.7%0.006%
7/20/2026 Titleist Asset Management LLC137,118$41.20M2.8%-0.1%0.049%
7/20/2026 Sowell Financial Services LLC34,238$10.29M0.3%+3.3%0.012%
7/20/2026 BankPlus Wealth Management LLC16,143$4.85M2.2%-1.9%0.006%
7/20/2026 GHP Investment Advisors Inc.1,813$545K0.0%+2.4%0.001%
7/10/2026 Lee Kelleher & Klein Wealth Management670$201K0.1%N/A0.000%
7/10/2026 Regent Peak Wealth Advisors LLC7,563$2.27M0.4%-1.7%0.003%
7/10/2026 Abound Wealth Management407$122K0.0%+39.4%0.000%
7/10/2026 Investors Research Corp1,945$584K0.1%-33.3%0.001%
7/10/2026 Annex Advisory Services LLC2,125$639K0.0%+126.8%0.001%
7/10/2026 Insight Wealth Strategies LLC1,248$374K0.0%-7.2%0.000%
7/10/2026 Accel Wealth Management3,104$933K0.2%-4.3%0.001%
7/10/2026 Heck Capital Advisors LLC14,181$4.26M0.3%+5.4%0.005%
7/10/2026 JFS Wealth Advisors LLC27,427$8.24M0.4%-0.5%0.010%
7/10/2026 Dagco Inc.8,061$2.42M0.4%+2.5%0.003%
7/10/2026 Canvas Wealth Advisors LLC1,035$311K0.0%-4.6%0.000%
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7/10/2026 Rise Advisors LLC6,899$2.07M0.6%+19.9%0.003%
7/10/2026 Doliver Advisors LP16,173$4.86M1.1%-2.6%0.006%
7/10/2026 Diversified Management Inc.2,916$876K0.2%-1.3%0.001%
7/10/2026 Wealth Group Ltd1,101$331K0.1%+3.5%0.000%
7/10/2026 City Holding Co.23,666$7.11M0.8%-6.4%0.009%
7/10/2026 Prosperity Planning Inc.1,188$357K0.1%-9.7%0.000%
7/10/2026 William Howard & Co Financial Advisors Inc47,589$14.30M11.1%-1.0%0.017%
7/10/2026 Redhawk Wealth Advisors Inc.16,243$4.88M0.5%+33.4%0.006%
7/10/2026 Marquette Asset Management LLC18,308$5.50M0.7%-0.7%0.007%
7/10/2026 Sage Capital Advisors llc6,706$2.02M0.4%-15.3%0.002%


IWM Institutional Ownership - Frequently Asked Questions

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 ($10.32B), 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 113,004,132 shares in the last 24 months. This purchase volume represents approximately $27.17B in transactions.

Of the 1,330 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 59 North Capital Management LP ($1.56M).

Institutional investors have sold a total of 33,098,261 shares in the last 24 months. This volume of shares sold represents approximately $7.94B in transactions.


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This page (NYSEARCA:IWM) was last updated on 7/26/2026 by MarketBeat.com Staff.
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