Free Trial
→ Texas embraces new currency (From Stansberry Research) (Ad) Free IWM Stock Alerts

iShares Russell 2000 ETF (IWM) Institutional Ownership

iShares Russell 2000 ETF logo
$229.79 +4.33 (+1.92%)
As of 01/21/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
1424
Total
Institutional Inflows
(last 12 months)
$12.31B
Number of
Institutional Sellers
(last 12 months)
1028
Total
Institutional Outflows
(last 12 months)
$5.22B
Get IWM Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Russell 2000 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IWM Institutional Buying and Selling by Quarter

iShares Russell 2000 ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025High Net Worth Advisory Group LLC1,408$311K0.1%-18.3%0.000%
1/21/2025Petix & Botte Co7,752$1.71M0.5%-7.4%0.002%
1/21/2025Stablepoint Partners LLC1,466$324K0.1%-4.6%0.000%
1/21/20251834 Investment Advisors Co.8,440$1.87M0.2%-0.9%0.003%
1/21/2025Navis Wealth Advisors LLC1,376$304K0.3%-12.4%0.000%
1/21/2025Embree Financial Group2,231$493K0.1%-2.1%0.001%
1/21/2025Baron Financial Group LLC74,620$16.49M10.2%-1.4%0.023%
1/21/2025Flagship Private Wealth LLC5,050$1.12M0.5%+61.7%0.002%
1/21/2025Consolidated Investment Group LLC125,011$27.62M3.9%+20.3%0.039%
1/21/2025Rockwood Wealth Management LLC1,627$359K0.0%-4.6%0.001%
1/21/2025Crescent Grove Advisors LLC22,458$4.96M0.5%+0.4%0.007%
1/21/2025RTD Financial Advisors Inc.69,238$15.30M2.0%-1.0%0.022%
1/21/2025Asio Capital LLC1,640$362K0.1%+22.1%0.001%
1/21/2025First Citizens Bank & Trust Co.34,042$7.52M0.1%-4.9%0.011%
1/21/2025TTP Investments Inc.42,503$9.39M3.3%-57.0%0.013%
1/21/2025Smith Chas P & Associates PA Cpas19,044$4.21M0.2%-0.7%0.006%
1/21/2025AlphaMark Advisors LLC3,910$864K0.4%+584.8%0.001%
1/21/2025Moody Lynn & Lieberson LLC4,956$1.10M0.1%-4.5%0.002%
1/21/2025Anderson Hoagland & Co.185,318$41.78M4.3%-8.5%0.058%
1/21/2025Jacksonville Wealth Management LLC17,218$3.81M3.6%N/A0.005%
1/21/2025Flagship Harbor Advisors LLC2,946$651K0.0%+43.2%0.001%
1/21/2025Juncture Wealth Strategies LLC1,316$291K0.1%N/A0.000%
1/21/2025Insight Inv LLC138$30K0.0%N/A0.000%
1/21/2025B.O.S.S. Retirement Advisors LLC1,550$342K0.1%N/A0.000%
1/21/2025Toth Financial Advisory Corp4,724$1.04M0.1%+23.9%0.001%
1/21/2025Cedar Mountain Advisors LLC4,838$1.07M0.2%-3.8%0.002%
1/21/2025Grimes & Company Inc.452,963$100.09M2.9%-1.8%0.141%
1/21/2025Cyndeo Wealth Partners LLC2,472$546K0.0%-7.3%0.001%
1/21/2025Geneos Wealth Management Inc.29,652$6.55M0.2%+0.9%0.009%
1/21/2025Legacy Wealth Management Inc59,095$13.06M0.8%-0.3%0.018%
1/21/2025Dynamic Advisor Solutions LLC64,406$14.23M0.6%-11.7%0.020%
1/21/2025Fifth Third Bancorp702,984$155.33M0.6%-4.4%0.218%
1/21/2025Atlas Private Wealth Advisors3,670$811K0.1%-4.4%0.001%
1/21/2025Eclectic Associates Inc. ADV1,792$396K0.1%N/A0.001%
1/21/2025Hillcrest Wealth Advisors NY LLC81,997$18.12M8.6%+2.0%0.025%
1/21/2025Midwest Financial Group LLC1,900$420K0.2%-2.5%0.001%
1/21/2025CX Institutional7,460$1.65M0.1%-8.9%0.002%
1/21/2025Impact Partnership Wealth LLC1,484$328K0.1%N/A0.000%
1/21/2025Patriot Investment Management Group Inc.6,993$1.55M0.1%-2.5%0.002%
1/21/2025St. Johns Investment Management Company LLC19,810$4.38M2.0%+8.7%0.006%
Elon Musk: my AI will be “worth more than Tesla” (Ad)

Tesla made Elon Musk the richest man in human history. And now, Elon's got a new AI project...

Get all the details here >>>
1/21/2025Sound Income Strategies LLC472$104K0.0%+109.8%0.000%
1/21/2025LexAurum Advisors LLC2,058$455K0.1%-4.2%0.001%
1/21/2025Rappaport Reiches Capital Management LLC944$209K0.1%N/A0.000%
1/21/2025RFG Advisory LLC11,903$2.63M0.1%+24.2%0.004%
1/21/2025TABR Capital Management LLC25,124$5.55M4.9%N/A0.008%
1/21/2025Cornerstone Wealth Management LLC8,119$1.79M0.1%-1.6%0.003%
1/21/2025Brighton Jones LLC87,732$19.39M0.6%+2.6%0.027%
1/21/2025Hengehold Capital Management LLC141,528$31.27M2.9%+2.6%0.044%
1/21/2025Seneca House Advisors6,075$1.34M0.5%N/A0.002%
1/21/2025Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management 38,200$8.44M1.4%N/A0.012%
1/17/2025 New Century Financial Group LLC2,469$554K0.2%-61.5%0.001%
1/17/2025 Lifestyle Asset Management Inc.6,015$1.33M0.7%+2.0%0.002%
1/17/2025 Veracity Capital LLC7,700$1.70M0.6%-0.8%0.002%
1/17/2025 Seros Financial LLC4,687$951K0.9%N/A0.001%
1/17/2025 Red Door Wealth Management LLC1,941$429K0.1%+100.1%0.001%
1/17/2025 Madrona Financial Services LLC4,959$1.10M0.3%N/A0.002%
1/17/2025 Goldstein Advisors LLC2,955$653K0.1%-3.1%0.001%
1/17/2025 Fiduciary Family Office LLC1,292$285K0.1%N/A0.000%
1/17/2025 Avior Wealth Management LLC7,326$1.60M0.1%+10.3%0.002%
1/17/2025 Beacon Investment Advisory Services Inc.15,733$3.48M0.2%-0.6%0.005%
1/17/2025 Teamwork Financial Advisors LLC1,130$250K0.0%-63.6%0.000%
1/17/2025 D.B. Root & Company LLC1,244$275K0.1%+6.7%0.000%
1/17/2025 Mutual Advisors LLC22,551$5.06M0.1%-17.4%0.007%
1/17/2025 Riverbridge Partners LLC51,441$11.37M0.2%+718.9%0.016%
1/17/2025 Olistico Wealth LLC423$93K0.1%-23.0%0.000%
1/17/2025 True North Advisors LLC1,843$407K0.1%+65.4%0.001%
1/17/2025 Traynor Capital Management Inc.3,204$708K0.0%+115.5%0.001%
1/17/2025 Independent Wealth Network Inc.2,582$571K0.2%+40.5%0.001%
1/17/2025 Wesbanco Bank Inc.69,287$15.31M0.5%-5.0%0.021%
1/17/2025 Janney Montgomery Scott LLC288,816$63.82M0.2%+10.0%0.089%
1/17/2025 Bartlett & CO. Wealth Management LLC27,280$6.03M0.1%-2.8%0.008%
1/17/2025 Lake Hills Wealth Management LLC6,819$1.51M1.0%N/A0.002%
1/17/2025 SG Americas Securities LLC454,171$100.35M0.4%+59.5%0.140%
1/17/2025 Baker Ellis Asset Management LLC2,166$479K0.1%+26.2%0.001%
1/17/2025 Sharp Financial Services LLC1,793$396K0.3%N/A0.001%
1/17/2025 Evolution Wealth Advisors LLC42,785$9.45M1.6%+39.7%0.013%
1/17/2025 Park Place Capital Corp1,215$268K0.1%+34.6%0.000%
1/17/2025 Janney Capital Management LLC107,161$23.68M1.6%-3.1%0.033%
1/17/2025 Magnus Financial Group LLC1,842$407K0.0%+14.7%0.001%
1/17/2025 Daymark Wealth Partners LLC44,507$9.83M0.3%-1.0%0.014%
1/17/2025 Finley Financial LLC87,450$19.59M10.2%N/A0.027%
1/17/2025 Eagle Wealth Strategies LLC1,141$252K0.2%+16.5%0.000%
1/17/2025 West Branch Capital LLC774$171K0.1%-11.8%0.000%
1/17/2025 Dakota Wealth Management194,556$42.99M1.0%+3.9%0.060%
1/17/2025 Corepath Wealth Partners LLC32,654$7.18M7.0%+1.3%0.010%
1/17/2025 XML Financial LLC39,140$8.65M0.8%+1.6%0.012%
1/17/2025 AFG Fiduciary Services Limited Partnership1,756$393K0.1%-5.1%0.001%
1/17/2025 Simon Quick Advisors LLC11,982$2.65M0.2%-3.6%0.004%
1/17/2025 MCF Advisors LLC49,802$11.00M0.8%-0.4%0.015%
1/17/2025 Fort Washington Investment Advisors Inc. OH26,123$5.77M0.0%-2.2%0.008%
Elon Musk: my AI will be “worth more than Tesla” (Ad)

Tesla made Elon Musk the richest man in human history. And now, Elon's got a new AI project...

Get all the details here >>>
1/17/2025 Enclave Advisors LLC6,711$1.48M0.2%-1.6%0.002%
1/17/2025 Great Waters Wealth Management127,462$28.16M3.6%-14.6%0.039%
1/17/2025 Monterey Private Wealth Inc.3,757$830K0.3%+3.7%0.001%
1/17/2025 Transform Wealth LLC2,841$628K0.0%+1.6%0.001%
1/17/2025 Alpha Cubed Investments LLC1,768$391K0.0%N/A0.001%
1/17/2025 Tarbox Family Office Inc.113,170$25.01M4.1%+0.1%0.035%
1/17/2025 Prosperity Planning Inc.1,598$353K0.1%-2.8%0.000%
1/17/2025 Clear Harbor Asset Management LLC10,626$2.35M0.2%N/A0.003%
1/16/2025 Lmcg Investments LLC1,926$426K0.0%-4.8%0.001%
1/16/2025 Aspiriant LLC46,842$10.35M0.4%+0.1%0.014%
(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, 2,371 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), Rafferty Asset Management LLC ($1.72B), Empower Advisory Group LLC ($1.70B), Toronto Dominion Bank ($1.49B), Jones Financial Companies Lllp ($1.47B), and Personal Capital Advisors Corp ($1.16B).Learn more on IWM's institutional investors.

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

Of the 2,040 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: JPMorgan Chase & Co. ($10.21M), Envestnet Asset Management Inc. ($9.00M), International Assets Investment Management LLC ($7.29M), Empower Advisory Group LLC ($7.22M), Twin Tree Management LP ($5.38M), Morgan Stanley ($5.06M), and Private Advisor Group LLC ($4.71M).

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

Institutional investors have bought a total of 133,617,280 shares in the last 24 months. This purchase volume represents approximately $25.56B in transactions.

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

Of the 1,520 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. ($9.85M), Toronto Dominion Bank ($6.57M), Banque Pictet & Cie SA ($4.93M), JPMorgan Chase & Co. ($4.11M), Granite Bay Wealth Management LLC ($3.89M), Varma Mutual Pension Insurance Co ($2.99M), and International Assets Investment Management LLC ($2.83M).

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

Institutional investors have sold a total of 69,586,817 shares in the last 24 months. This volume of shares sold represents approximately $13.32B in transactions.


Related Companies

This page (NYSEARCA:IWM) was last updated on 1/22/2025 by MarketBeat.com Staff
From Our Partners
Bill Gates’ is about to mint millionaires (again) with Stargate.
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
Did You See Trump’s Manhattan Project Bombshell?
This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...
Banyan Hill Publishing | Sponsored
Trump currency shock imminent
Trump's Quiet $1.9 Trillion Move Against the Fed A small army of Americans, with Trump's support, has launc...
Stansberry Research | Sponsored
January 29th - the next big trading catalyst to watch
Mark your calendar for January 29th. Because on that day, I believe we could see a $2 Trillion shock INTO t...
Timothy Sykes | Sponsored
Elon’s #1 AI Stock” SET TO SOAR
Forget ChatGPT! Because Elon Musk's AI promises to be 100x more powerful.
Behind the Markets | Sponsored
I was wrong. Dead wrong.
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happen...
Crypto Swap Profits | Sponsored
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored