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iShares Russell 2000 ETF (IWM) Institutional Ownership

iShares Russell 2000 ETF logo
$203.79 -1.27 (-0.62%)
Closing price 03/21/2025 04:10 PM Eastern
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$204.02 +0.22 (+0.11%)
As of 03/21/2025 08:00 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)
1614
Total
Institutional Inflows
(last 12 months)
$14.14B
Number of
Institutional Sellers
(last 12 months)
1112
Total
Institutional Outflows
(last 12 months)
$5.92B
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IWM Institutional Buying and Selling by Quarter

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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
3/21/2025Prostatis Group LLC1,158$256K0.1%N/A0.000%
3/21/2025Nestegg Advisors Inc.1,183$268K0.3%N/A0.000%
3/19/2025M1 Capital Management LLC2,690$594K0.3%N/A0.001%
3/19/2025Northeast Planning Associates INC. NH5,226$1.16M1.2%N/A0.002%
3/19/2025DSG Capital Advisors LLC9,833$2.17M0.4%N/A0.003%
3/19/2025Chancellor Financial Group WB LP3,116$689K0.6%N/A0.001%
3/18/2025Objective Capital Management LLC6,550$1.45M1.0%-38.7%0.002%
3/18/2025CWC Advisors LLC.4,903$1.08M1.1%-1.4%0.002%
3/17/2025 NorthCrest Asset Manangement LLC4,331$957K0.0%+6.7%0.001%
3/14/2025Tableaux LLC10,481$2.32M1.9%N/A0.003%
3/13/2025PKO Investment Management Joint Stock Co27,000$5.97M0.7%N/A0.008%
3/12/2025 Northstar Financial Companies Inc.1,620$358K0.3%N/A0.001%
3/12/2025 Centaurus Financial Inc.8,533$1.89M0.1%-65.4%0.003%
3/12/2025 Wealthedge Investment Advisors LLC26,302$5.81M2.6%N/A0.008%
3/10/2025 Old North State Trust LLC9,804$2.17M1.4%+25.2%0.003%
3/7/2025 Aegis Wealth Management LLC4,600$1.02M0.7%N/A0.001%
3/6/2025 Copia Wealth Management3,135$693K0.7%N/A0.001%
3/6/2025 Elite Financial Inc.3,201$707K0.4%N/A0.001%
3/6/2025 Wood Tarver Financial Group LLC1,539$340K0.1%N/A0.000%
3/6/2025 Plotkin Financial Advisors LLC2,088$461K0.3%-3.6%0.001%
3/4/2025 Comprehensive Money Management Services LLC985$218K0.2%N/A0.000%
3/4/2025 Birmingham Capital Management Co. Inc. AL1,740$384K0.1%-41.1%0.001%
3/4/2025 Audent Global Asset Management LLC37,147$8.21M5.3%+162.5%0.012%
3/3/2025 Fluent Financial LLC40,486$8.95M4.0%-8.7%0.013%
2/28/2025 BridgePort Financial Solutions LLC3,855$819K0.4%N/A0.001%
2/28/2025 Park Square Financial Group LLC1,411$312K0.2%N/A0.000%
2/28/2025 Total Wealth Planning & Management Inc.1,683$372K0.3%N/A0.001%
2/28/2025 Menard Financial Group LLC20,897$4.62M2.8%+3.4%0.007%
2/27/2025 Bernard Wealth Management Corp.5,988$1.32M0.6%N/A0.002%
2/27/2025 Pinnacle Wealth Planning Services Inc.20,207$4.47M0.7%+125.2%0.006%
2/27/2025 Carolinas Wealth Consulting LLC16,458$3.64M0.6%-1.9%0.005%
2/26/2025 Lakeshore Capital Group Inc.20,107$4.44M6.7%N/A0.006%
2/26/2025 Advisor Resource Council9,413$2.08M1.5%-62.8%0.003%
2/25/2025 Heck Capital Advisors LLC60,035$13.27M0.8%N/A0.019%
2/25/2025 Leigh Baldwin & CO. LLC1,887$417K0.2%N/A0.001%
2/25/2025 B. Riley Wealth Advisors Inc.20,612$4.55M0.1%+13.1%0.006%
2/25/2025 Armis Advisers LLC2,944$650K0.1%N/A0.001%
2/25/2025 Integrated Advisors Network LLC53,052$11.72M0.6%+3.7%0.016%
2/24/2025 Pullen Investment Management LLC3,402$752K0.5%N/A0.001%
2/24/2025 Great Valley Advisor Group Inc.12,823$2.83M0.1%-5.3%0.004%
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2/24/2025 Ameriflex Group Inc.447$101K0.0%N/A0.000%
2/22/2025 American Trust1,032$228K0.0%N/A0.000%
2/21/2025 PVG Asset Management Corp2,571$568K2.7%+57.5%0.001%
2/21/2025 Vermillion Wealth Management Inc.669$148K0.1%N/A0.000%
2/21/2025 AlphaCore Capital LLC2,997$662K0.1%+12.8%0.001%
2/20/2025 Mackenzie Financial Corp75,120$16.60M0.0%-26.0%0.023%
2/20/2025 Forum Financial Management LP3,647$806K0.0%+13.6%0.001%
2/20/2025 Westfuller Advisors LLC2,951$652K0.4%-4.7%0.001%
2/19/2025 Blue Sky Capital Consultants Group Inc.4,374$966K0.6%N/A0.001%
2/19/2025 Richmond Investment Services LLC3,391$749K0.4%N/A0.001%
2/19/2025 Parr Mcknight Wealth Management Group LLC16,229$3.59M0.5%N/A0.005%
2/18/2025 Wick Capital Partners LLC1,377$304K0.1%+25.2%0.000%
2/18/2025 Western Wealth Management LLC15,418$3.41M1.0%-8.1%0.005%
2/18/2025 Helium Advisors LLC1,225$271K0.2%N/A0.000%
2/18/2025 Breakthru Advisory Services LLC15,644$3.46M3.1%N/A0.005%
2/18/2025 Mittelman Wealth Management4,755$1.05M1.0%N/A0.001%
2/18/2025 Sunbelt Securities Inc.8,406$1.86M0.2%-23.0%0.003%
2/18/2025 GTS Securities LLC1,582$350K0.0%-100.6%0.000%
2/18/2025 Alpine Global Management LLC38,648$8.54M1.8%+544.1%0.012%
2/18/2025 Fourth Dimension Wealth LLC899$199K0.1%N/A0.000%
2/18/2025 Breed s Hill Capital LLC4,160$919K0.5%-1.1%0.001%
2/18/2025 Vise Technologies Inc.2,991$661K0.1%+126.1%0.001%
2/18/2025 Pettinga Financial Advisors LLC1,775$392K0.1%+9.2%0.001%
2/18/2025 Retirement Planning Group LLC6,689$1.48M0.1%-6.1%0.002%
2/18/2025 Pinnacle Wealth Management LLC54,901$12.13M13.5%-1.7%0.017%
2/18/2025 Navalign LLC3,943$871K0.3%-2.3%0.001%
2/18/2025 Connecticut Wealth Management LLC29,810$6.59M0.3%-13.9%0.009%
2/18/2025 City National Bank of Florida MSD1,938$428K0.4%N/A0.001%
2/18/2025 JT Stratford LLC1,044$231K0.0%-5.5%0.000%
2/18/2025 Cornerstone Advisory LLC33,055$7.47M0.9%+3.4%0.010%
2/18/2025 RB Capital Management LLC14,930$3.30M0.8%+0.4%0.005%
2/18/2025 Pinkerton Retirement Specialists LLC2,794$617K0.1%-95.7%0.001%
2/18/2025 49 Wealth Management LLC1,572$347K0.0%-10.8%0.000%
2/18/2025 McIlrath & Eck LLC1,192$263K0.0%+4.9%0.000%
2/18/2025 Novem Group17,088$3.78M0.6%N/A0.005%
2/18/2025 10Elms LLP8,356$1.85M1.9%N/A0.003%
2/18/2025 MidWestOne Financial Group Inc.6,198$1.37M0.2%-1.1%0.002%
2/18/2025 Elequin Capital LP956$211K0.0%N/A0.000%
2/18/2025 Focus Partners Advisor Solutions LLC20,470$4.52M0.1%+7.0%0.006%
2/18/2025 First Heartland Consultants Inc.10,066$2.22M0.2%-27.9%0.003%
2/18/2025 Kolinsky Wealth Management LLC3,136$693K0.4%+16.2%0.001%
2/18/2025 Ames National Corp18,172$4.02M2.6%N/A0.006%
2/18/2025 Mpwm Advisory Solutions LLC16,861$3.73M2.7%N/A0.005%
2/18/2025 Delta Investment Management LLC5,568$1.23M0.2%-41.0%0.002%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC8,000$1.77M0.0%-19.8%0.002%
2/17/2025 Waverly Advisors LLC166,428$36.77M0.6%+37.7%0.051%
2/17/2025 Williams Jones Wealth Management LLC.23,089$5.10M0.1%-4.1%0.007%
2/17/2025 Willis Johnson & Associates Inc.13,512$2.99M0.2%-3.2%0.004%
2/17/2025 Vident Advisory LLC14,261$3.15M0.1%+5.8%0.004%
2/17/2025 Vienna Asset Management LLC15,833$3.50M2.4%-40.2%0.005%
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2/17/2025 Spurstone Advisory Services LLC1,129$249K4.7%N/A0.000%
2/17/2025 Visionary Wealth Advisors13,461$2.97M0.2%+4.1%0.004%
2/17/2025 Vivaldi Capital Management LP6,271$1.42M0.2%+1.5%0.002%
2/17/2025 Waters Parkerson & CO. LLC109,946$24.29M1.3%+1.7%0.034%
2/17/2025 WBI Investments LLC1,243$275K0.1%N/A0.000%
2/17/2025 Westwood Holdings Group Inc.56,340$12.45M0.1%-3.3%0.017%
2/17/2025 St. Clair Advisors LLC4,834$1.07M0.3%N/A0.001%
2/17/2025 State of Wyoming18,055$3.99M0.5%-13.6%0.006%
2/17/2025 Strategic Wealth Partners Ltd.36,678$8.29M0.7%-41.0%0.011%
2/17/2025 Toronto Dominion Bank6,708,845$1.48B2.3%-0.3%2.062%
(Data available from 1/1/2016 forward)

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IWM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWM shares?

During the previous two years, 2,633 institutional investors and hedge funds held shares of iShares Russell 2000 ETF. The most heavily invested institutionals were Morgan Stanley ($3.47B), Healthcare of Ontario Pension Plan Trust Fund ($2.16B), Jones Financial Companies Lllp ($1.87B), Rafferty Asset Management LLC ($1.75B), Empower Advisory Group LLC ($1.74B), Toronto Dominion Bank ($1.48B), and Northern Trust Corp ($888.84M).Learn more on IWM's institutional investors.

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

Of the 2,264 institutional investors that purchased iShares Russell 2000 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Proficio Capital Partners LLC ($21.32M), JPMorgan Chase & Co. ($10.21M), Envestnet Asset Management Inc. ($8.97M), Empower Advisory Group LLC ($7.42M), International Assets Investment Management LLC ($7.28M), Twin Tree Management LP ($5.38M), and Morgan Stanley ($5.06M).

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

Institutional investors have bought a total of 158,215,815 shares in the last 24 months. This purchase volume represents approximately $31.47B in transactions.

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

Of the 1,590 institutional investors that sold iShares Russell 2000 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($9.99M), Toronto Dominion Bank ($6.25M), Banque Pictet & Cie SA ($4.93M), Granite Bay Wealth Management LLC ($3.89M), Varma Mutual Pension Insurance Co ($2.99M), International Assets Investment Management LLC ($2.83M), and SG Americas Securities LLC ($2.10M).

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

Institutional investors have sold a total of 65,706,054 shares in the last 24 months. This volume of shares sold represents approximately $12.89B in transactions.


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This page (NYSEARCA:IWM) was last updated on 3/24/2025 by MarketBeat.com Staff
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