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iShares Russell 2000 ETF (IWM) Institutional Ownership

iShares Russell 2000 ETF logo
$281.66 -0.26 (-0.09%)
Closing price 09/24/2026 04:10 PM Eastern
Extended Trading
$283.01 +1.35 (+0.48%)
As of 07:34 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares Russell 2000 ETF (NYSEARCA:IWM)

Number of
Institutional Buyers
(last 12 months)
1495
Total
Institutional Inflows
(last 12 months)
$23.37B
Number of
Institutional Sellers
(last 12 months)
1219
Total
Institutional Outflows
(last 12 months)
$8.78B
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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
9/23/2026 QRG Capital Management Inc.9,040$2.72M0.0%+109.1%0.003%
9/23/2026 Envestnet Portfolio Solutions Inc.39,490$11.87M0.1%-4.6%0.014%
9/23/2026 Envestnet Asset Management Inc.1,655,359$497.35M0.1%-7.2%0.604%
9/17/2026 Wellington Altus USA Inc.2,346$705K0.5%-2.1%0.001%
9/15/2026 Reynders McVeigh Capital Management LLC742$223K0.0%N/A0.000%
9/15/2026 Cherry Tree Wealth Management LLC4,253$1.28M0.2%-3.3%0.002%
9/11/2026 Talon Private Wealth LLC2,047$615K0.1%+19.2%0.001%
9/9/2026 Core Capital Management & Research inc.308$92K0.0%N/A0.000%
9/9/2026 The Manufacturers Life Insurance Company44,068$13.24M0.0%N/A0.016%
9/9/2026 Capstone Financial Advisors Inc.34,638$10.41M0.5%-1.2%0.013%
9/9/2026 Tarbox Family Office Inc.85,850$25.79M3.7%-1.6%0.031%
9/9/2026 Barbara Oil Co.4,330$1.31M0.4%N/A0.002%
9/9/2026 Sequoia Financial Advisors LLC47,496$14.27M0.1%+0.2%0.017%
9/9/2026 Tidal Investments LLC12,330$3.71M0.0%-20.4%0.004%
9/9/2026 Cahill Financial Advisors Inc.12,420$3.73M0.4%-0.5%0.005%
9/9/2026 IPG Investment Advisors LLC6,461$1.94M0.3%+8.0%0.002%
9/9/2026 MCF Advisors LLC36,410$10.94M0.4%-2.0%0.013%
9/9/2026 Bienville Capital Management LLC7,562$2.27M0.3%+201.9%0.003%
9/9/2026 Archford Capital Strategies LLC5,958$1.79M0.2%-0.9%0.002%
9/9/2026 Lunt Capital Management Inc.5,935$1.78M0.7%-3.5%0.002%
9/9/2026 Capital Analysts LLC2,737$822K0.0%-1.4%0.001%
9/9/2026 Summit Financial Strategies Inc.4,744$1.43M0.1%-14.8%0.002%
9/9/2026 SVB Wealth LLC19,252$5.78M0.3%-24.7%0.007%
9/9/2026 Teamwork Financial Advisors LLC730$219K0.0%N/A0.000%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC57,745$17.35M1.0%-2.3%0.021%
9/9/2026 Integrated Wealth Concepts LLC50,226$15.09M0.1%-29.6%0.018%
9/9/2026 Community Bank N.A.5,506$1.65M0.2%-2.3%0.002%
9/9/2026 RFG Advisory LLC18,947$5.69M0.1%+253.3%0.007%
9/9/2026 NewEdge Advisors LLC109,040$32.76M0.1%+3.5%0.040%
9/9/2026 IFP Advisors Inc25,119$7.55M0.1%-70.8%0.009%
9/9/2026 Baird Financial Group Inc.567,640$170.55M0.2%-2.2%0.206%
9/9/2026 Arcus Capital Partners LLC2,283$686K0.3%-52.0%0.001%
9/9/2026 One Charles Private Wealth Services LLC6,518$1.96M0.5%-3.2%0.002%
9/9/2026 BayBridge Capital Group LLC27,675$8.32M4.3%+13.0%0.010%
9/8/2026 Ramsay Stattman Vela & Price Inc.31,340$9.42M1.7%-6.5%0.011%
9/8/2026 Hudock Inc.730$220K0.0%N/A0.000%
9/8/2026 Allworth Financial LP55,752$16.75M0.1%-2.6%0.020%
9/8/2026 Bank OZK1,009$303K0.1%-7.6%0.000%
9/8/2026 Paragon Capital Management Ltd700$211K0.0%N/A0.000%
9/4/2026 Parkside Financial Bank & Trust33,597$10.09M0.7%-10.0%0.012%
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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%
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%
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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%


IWM Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,874 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 2,437 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 95,039,484 shares in the last 24 months. This purchase volume represents approximately $23.37B in transactions.

Of the 1,219 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 34,224,339 shares in the last 24 months. This volume of shares sold represents approximately $8.78B 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 9/23/2026. New 13F filings are added each quarter as they're published.
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