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iShares Russell 2000 ETF (IWM) Institutional Ownership

iShares Russell 2000 ETF logo
$214.92 -4.47 (-2.04%)
Closing price 08/1/2025 04:10 PM Eastern
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$215.06 +0.15 (+0.07%)
As of 08/1/2025 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)
1716
Total
Institutional Inflows
(last 12 months)
$24.18B
Number of
Institutional Sellers
(last 12 months)
1398
Total
Institutional Outflows
(last 12 months)
$6.39B
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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
8/1/2025Bank of Jackson Hole Trust4,229$913K0.5%+15.0%0.001%
8/1/2025Fire Capital Management LLC15,943$3.44M2.2%-35.8%0.006%
8/1/2025SwitchPoint Financial Planning LLC949$205K0.2%N/A0.000%
8/1/2025Austin Private Wealth LLC1,041$225K0.0%N/A0.000%
8/1/2025James Investment Research Inc.34,674$7.48M0.9%-1.6%0.012%
8/1/2025Strategic Financial Services Inc.1,079$233K0.0%-54.9%0.000%
8/1/2025Mizuho Markets Americas LLC8,126$1.75M0.1%+44.2%0.003%
8/1/2025Integral Investment Advisors Inc.2,877$621K0.2%-13.0%0.001%
8/1/2025Howard Capital Management Inc.40,584$8.76M0.1%-0.7%0.014%
8/1/2025Wincap Financial LLC16,119$3.48M2.8%+25.8%0.006%
8/1/2025First National Trust Co40,671$8.78M0.3%+7.4%0.014%
8/1/2025Clark Asset Management LLC1,681$363K0.0%+50.4%0.001%
8/1/2025May Hill Capital LLC7,640$1.65M0.5%-9.8%0.003%
8/1/2025GWN Securities Inc.9,290$2.01M0.4%-67.8%0.003%
8/1/2025SYM FINANCIAL Corp266$57K0.0%-27.3%0.000%
8/1/2025Facet Wealth Inc.3,263$716K0.0%+75.5%0.001%
8/1/2025Shilanski & Associates Inc.951$205K0.1%N/A0.000%
8/1/2025Wealth Watch Advisors INC5,881$1.27M0.7%+3.6%0.002%
8/1/2025Transcend Capital Advisors LLC6,288$1.36M0.1%-26.5%0.002%
8/1/2025Cobblestone Capital Advisors LLC NY26,689$5.76M0.3%-1.6%0.009%
8/1/2025Penobscot Wealth Management2,694$581K0.2%+68.3%0.001%
8/1/2025Bessemer Group Inc.207,224$44.72M0.1%+39.9%0.072%
8/1/2025Koss Olinger Consulting LLC1,422$307K0.0%-11.1%0.000%
8/1/2025GoalVest Advisory LLC1,061$229K0.1%+230.5%0.000%
8/1/2025Banco Santander S.A.50,324$10.86M0.1%-27.7%0.017%
8/1/2025Ashton Thomas Private Wealth LLC28,235$6.09M0.2%-30.1%0.010%
8/1/2025Envestnet Asset Management Inc.1,567,229$338.19M0.1%+0.4%0.541%
7/31/2025 Wealthfront Advisers LLC4,303$929K0.0%-6.5%0.001%
7/31/2025 Oppenheimer Asset Management Inc.83,830$18.09M0.2%-17.2%0.029%
7/31/2025 Topsail Wealth Management LLC8,256$1.78M0.3%+6.4%0.003%
7/31/2025 Cosner Financial Group LLC8,934$1.93M1.1%+16.2%0.003%
7/31/2025 Jordan Park Group LLC2,803$605K0.0%-1.8%0.001%
7/31/2025 Guardian Wealth Advisors LLC79,873$17.24M10.2%+4.2%0.028%
7/31/2025 Ballast Advisors LLC8,769$1.89M0.6%+1.0%0.003%
7/31/2025 Forte Asset Management LLC11,130$2.40M1.2%-22.1%0.004%
7/31/2025 Fiduciary Wealth Partners LLC530$114K0.1%N/A0.000%
7/31/2025 Schoolcraft Capital LLC10,785$2.33M0.5%-1.1%0.004%
7/31/2025 Interchange Capital Partners LLC1,467$317K0.1%-60.1%0.001%
7/31/2025 Brighton Jones LLC85,757$18.51M0.5%-0.1%0.030%
7/31/2025 Waldron Private Wealth LLC6,189$1.34M0.1%+7.1%0.002%
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7/31/2025 Burke & Herbert Bank & Trust Co.20,732$4.47M1.0%-0.9%0.007%
7/31/2025 Ramsay Stattman Vela & Price Inc.37,101$8.01M1.5%-4.7%0.013%
7/31/2025 Brian Low Financial Group LLC3,887$839K0.8%N/A0.001%
7/31/2025 BIP Wealth LLC97,791$21.10M1.3%-0.6%0.034%
7/31/2025 Focus Partners Advisor Solutions LLC24,043$5.19M0.1%+2.1%0.008%
7/31/2025 Mycio Wealth Partners LLC14,237$3.07M0.7%-16.6%0.005%
7/31/2025 CNB Bank1,179$254K0.1%-41.9%0.000%
7/31/2025 Carlton Hofferkamp & Jenks Wealth Management LLC4,634$1.03M0.4%-1.2%0.002%
7/31/2025 Glass Jacobson Investment Advisors llc404$87K0.0%-53.0%0.000%
7/31/2025 Carrera Capital Advisors9,255$2.00M0.4%+1.4%0.003%
7/31/2025 Pinnacle Wealth Management Group Inc.21,245$4.58M2.6%+4.6%0.007%
7/31/2025 Sage Mountain Advisors LLC3,964$855K0.1%-3.0%0.001%
7/31/2025 Moment Partners LLC2,446$528K0.1%-95.2%0.001%
7/31/2025 Ground Swell Capital LLC30,823$6.65M10.6%N/A0.011%
7/31/2025 First Business Financial Services Inc.5,642$1.22M0.1%-4.7%0.002%
7/31/2025 Blue Sky Capital Consultants Group Inc.4,264$920K0.5%-2.5%0.001%
7/31/2025 Moloney Securities Asset Management LLC10,224$2.21M0.3%-3.1%0.004%
7/31/2025 GLOBALT Investments LLC GA263,655$56.89M2.2%-5.2%0.091%
7/31/2025 Opus Capital Group LLC9,662$2.09M0.2%-1.1%0.003%
7/31/2025 LJI Wealth Management LLC111,716$24.11M4.2%+7.6%0.039%
7/31/2025 Manuka Financial LLC1,033$223K0.1%-6.1%0.000%
7/31/2025 AlTi Global Inc.17,489$3.77M0.1%-24.7%0.006%
7/31/2025 Cardinal Point Capital Management ULC2,280$492K0.0%N/A0.001%
7/31/2025 GenTrust LLC8,802$1.90M0.1%-29.7%0.003%
7/31/2025 180 Wealth Advisors LLC1,695$366K0.1%+7.9%0.001%
7/31/2025 Carnegie Investment Counsel17,741$3.83M0.1%-0.6%0.006%
7/31/2025 Acuitas Investments LLC3,700$798K0.6%N/A0.001%
7/31/2025 FSM Wealth Advisors LLC3,268$718K0.1%+16.7%0.001%
7/31/2025 Gill Capital Partners LLC1,179$254K0.1%+16.5%0.000%
7/30/2025 KPP Advisory Services LLC946$204K0.0%N/A0.000%
7/30/2025 First Citizens Bank & Trust Co.31,094$6.71M0.1%-6.5%0.011%
7/30/2025 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA3,198$690K0.0%-10.0%0.001%
7/30/2025 Cornerstone Advisory LLC30,162$6.51M0.7%-1.4%0.010%
7/30/2025 Bleakley Financial Group LLC30,839$6.66M0.2%+1.0%0.011%
7/30/2025 Connors Investor Services Inc.75,772$16.35M1.4%-11.7%0.026%
7/30/2025 Strategic Blueprint LLC2,934$633K0.0%-6.2%0.001%
7/30/2025 Principle Wealth Partners LLC2,466$532K0.0%+5.9%0.001%
7/30/2025 Clifford Swan Investment Counsel LLC2,051$443K0.0%-4.6%0.001%
7/30/2025 Freedom Investment Management Inc.4,179$902K0.1%+29.6%0.001%
7/30/2025 Caliber Wealth Management LLC KS8,597$1.86M0.2%-25.6%0.003%
7/30/2025 Rehmann Capital Advisory Group18,845$4.07M0.2%+24.0%0.007%
7/30/2025 Birch Hill Investment Advisors LLC14,055$3.03M0.1%-2.8%0.005%
7/30/2025 TFB Advisors LLC14,223$3.07M0.8%+3.1%0.005%
7/30/2025 Onyx Bridge Wealth Group LLC1,010$218K0.0%-12.3%0.000%
7/30/2025 Members Trust Co1,316$284K0.0%N/A0.000%
7/30/2025 Exencial Wealth Advisors LLC14,800$3.19M0.1%-27.4%0.005%
7/30/2025 Brookstone Capital Management248,025$53.52M0.7%-45.0%0.086%
7/30/2025 Retirement Planning Group LLC5,233$1.13M0.0%-6.0%0.002%
7/30/2025 D.A. Davidson & CO.149,797$32.33M0.2%-0.2%0.052%
7/30/2025 Cavalier Investments LLC9,995$2.16M0.7%-82.9%0.003%
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7/30/2025 Gables Capital Management Inc.2,023$437K0.2%+3.3%0.001%
7/30/2025 Cullen Frost Bankers Inc.27,738$5.99M0.1%+27.4%0.010%
7/30/2025 St. Johns Investment Management Company LLC21,386$4.62M2.1%-0.4%0.007%
7/30/2025 Wallace Advisory Group LLC1,449$289K0.2%+10.5%0.001%
7/30/2025 IMG Wealth Management Inc.208$45K0.0%+67.7%0.000%
7/30/2025 Whittier Trust Co. of Nevada Inc.136,352$29.42M0.7%+1.2%0.047%
7/30/2025 Whittier Trust Co.257,361$55.54M0.7%-0.3%0.089%
7/30/2025 BG Investment Services Inc.8,663$1.87M2.3%-31.2%0.003%
7/30/2025 Mason & Associates LLC959$207K0.1%-43.7%0.000%
7/30/2025 Klingman & Associates LLC32,082$6.92M0.4%-0.2%0.011%
(Data available from 1/1/2016 forward)

IWM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWM shares?

During the previous two years, 2,705 institutional investors and hedge funds held shares of iShares Russell 2000 ETF. The most heavily invested institutionals were Goldman Sachs Group Inc. ($10.23B), Morgan Stanley ($3.47B), Healthcare of Ontario Pension Plan Trust Fund ($2.16B), Empower Advisory Group LLC ($1.62B), Jones Financial Companies Lllp ($1.59B), Toronto Dominion Bank ($1.48B), and Rafferty Asset Management LLC ($1.22B).Learn more on iShares Russell 2000 ETF's institutional investors.

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

Of the 2,325 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: Goldman Sachs Group Inc. ($47.29M), Proficio Capital Partners LLC ($21.32M), International Assets Investment Management LLC ($7.27M), JPMorgan Chase & Co. ($5.57M), Morgan Stanley ($5.06M), Private Advisor Group LLC ($4.53M), and Rafferty Asset Management LLC ($3.95M).

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

Institutional investors have bought a total of 115,872,595 shares in the last 24 months. This purchase volume represents approximately $24.18B in transactions.

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

Of the 1,394 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: International Assets Investment Management LLC ($2.82M), Rafferty Asset Management LLC ($1.83M), Envestnet Asset Management Inc. ($1.43M), US Bancorp DE ($1.32M), SG Americas Securities LLC ($1.29M), Jones Financial Companies Lllp ($1.18M), and Envestnet Portfolio Solutions Inc. ($982.83K).

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

Institutional investors have sold a total of 30,277,734 shares in the last 24 months. This volume of shares sold represents approximately $6.39B in transactions.


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This page (NYSEARCA:IWM) was last updated on 8/2/2025 by MarketBeat.com Staff
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