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iShares Russell 2000 ETF (IWM) Institutional Ownership

iShares Russell 2000 ETF logo
$186.53 +2.17 (+1.18%)
As of 04/14/2025 04:10 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)
1623
Total
Institutional Inflows
(last 12 months)
$14.43B
Number of
Institutional Sellers
(last 12 months)
1131
Total
Institutional Outflows
(last 12 months)
$5.71B
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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
4/14/2025Destiny Wealth Partners LLC2,628$524K0.1%+2.2%0.001%
4/14/2025Courier Capital LLC50,350$10.04M0.7%+0.5%0.016%
4/14/2025Wesbanco Bank Inc.73,824$14.73M0.5%+6.5%0.023%
4/14/2025First Citizens Bank & Trust Co.33,254$6.63M0.1%-2.3%0.010%
4/14/2025McCarthy & Cox2,624$523K0.2%+5.4%0.001%
4/14/2025Capital Investment Advisors LLC3,594$717K0.0%-15.0%0.001%
4/14/2025Hickory Point Bank & Trust5,004$998K0.9%+9.3%0.002%
4/14/2025PFW Advisors LLC30,438$6.07M1.9%-4.0%0.010%
4/14/2025Central Bank & Trust Co.36,441$7.27M1.2%-10.6%0.011%
4/14/2025Cedar Mountain Advisors LLC4,344$867K0.2%-10.2%0.001%
4/14/2025Bangor Savings Bank2,451$489K0.0%+32.1%0.001%
4/14/2025Park Avenue Securities LLC27,717$5.53M0.1%+14.2%0.009%
4/14/2025OLD National Bancorp IN69,503$13.87M0.4%+1.2%0.022%
4/14/2025SOA Wealth Advisors LLC.145,436$29.01M3.4%+2,904.3%0.045%
4/14/2025Flagship Private Wealth LLC4,290$856K0.4%-15.0%0.001%
4/14/2025KMG Fiduciary Partners LLC7,436$1.48M0.1%+6.2%0.002%
4/14/2025Wealthcare Capital Partners LLC1,531$305K0.2%-9.0%0.000%
4/14/2025Bank of New Hampshire4,155$829K0.2%-1.3%0.001%
4/14/2025Lpwm LLC31,868$6.36M2.0%+3.9%0.010%
4/14/2025ARS Wealth Advisors Group LLC1,316$263K0.0%-12.4%0.000%
4/14/2025Miracle Mile Advisors LLC9,759$1.95M0.0%+11.4%0.003%
4/14/2025Upper Left Wealth Management LLC2,622$523K0.4%-10.3%0.001%
4/14/2025Patriot Financial Group Insurance Agency LLC2,845$568K0.1%+5.8%0.001%
4/14/2025Baron Financial Group LLC74,133$14.79M9.3%-0.7%0.023%
4/14/2025Revolve Wealth Partners LLC12,073$2.41M0.3%-1.3%0.004%
4/14/2025Wedmont Private Capital12,124$2.24M0.1%+34.3%0.004%
4/14/2025UMB Bank n.a.156,809$31.28M0.5%-6.2%0.049%
4/14/2025Regent Peak Wealth Advisors LLC7,737$1.54M0.4%-23.7%0.002%
4/14/2025Gemmer Asset Management LLC1,534$306K0.0%+23.8%0.000%
4/11/2025Perkins Coie Trust Co18,863$3.76M0.9%-20.4%0.006%
4/11/2025Piscataqua Savings Bank320$64K0.1%+357.1%0.000%
4/11/2025WealthBridge Investment Counsel Inc.1,377$275K0.1%+27.9%0.000%
4/11/2025Princeton Global Asset Management LLC1,377$275K0.1%-4.6%0.000%
4/11/2025Successful Portfolios LLC1,544$308K0.2%-5.5%0.000%
4/11/2025Seneca House Advisors5,194$1.04M0.4%-14.5%0.002%
4/11/2025Independence Bank of Kentucky29,006$5.79M0.9%-1.0%0.009%
4/11/2025Gridiron Partners LLC9,346$1.86M1.2%-4.7%0.003%
4/11/2025First National Corp MA ADV4,939$985K0.2%N/A0.002%
4/11/2025Elk River Wealth Management LLC2,064$412K0.1%+20.8%0.001%
4/11/2025Cranbrook Wealth Management LLC15,201$3.03M0.7%-3.2%0.005%
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4/11/2025Pines Wealth Management LLC11,779$2.35M1.0%-8.7%0.004%
4/11/2025Sovereign Financial Group Inc.1,979$395K0.1%+20.2%0.001%
4/11/2025SeaCrest Wealth Management LLC3,181$634K0.1%-10.9%0.001%
4/11/2025Permanent Capital Management LP3,220$642K0.2%-3.9%0.001%
4/11/2025Unique Wealth LLC26,617$5.31M1.0%+20.3%0.008%
4/11/2025Magnus Financial Group LLC1,931$385K0.0%+4.8%0.001%
4/11/2025Stablepoint Partners LLC1,380$275K0.0%-5.9%0.000%
4/11/2025Insight Advisors LLC PA2,845$568K0.1%-5.9%0.001%
4/11/2025KRS Capital Management LLC2,162$431K0.3%-11.5%0.001%
4/11/2025AFG Fiduciary Services Limited Partnership1,812$344K0.1%+3.2%0.001%
4/11/2025Pinnacle Wealth Management Group Inc.20,319$4.05M2.8%+6.4%0.006%
4/11/2025626 Financial LLC6,591$1.32M0.7%-1.3%0.002%
4/11/2025Mason & Associates LLC1,704$340K0.1%-4.6%0.001%
4/11/2025Ullmann Wealth Partners Group LLC2,005$400K0.1%-23.7%0.001%
4/11/2025Edge Wealth Management LLC119,173$23.77M4.8%+2.1%0.037%
4/11/2025Foster Group Inc.59,463$11.86M0.4%-11.9%0.019%
4/11/2025AMI Investment Management Inc.1,491$297K0.1%-50.3%0.000%
4/11/2025Armstrong Fleming & Moore Inc10,570$2.11M2.6%N/A0.003%
4/11/2025Annex Advisory Services LLC1,356$271K0.0%-7.6%0.000%
4/10/2025 Breakwater Capital Group5,465$1.09M0.2%+6.4%0.002%
4/10/2025 Retirement Planning Group LLC5,569$1.11M0.1%-16.7%0.002%
4/10/2025 Chesley Taft & Associates LLC1,985$396K0.0%-23.2%0.001%
4/10/2025 Thrive Wealth Management LLC3,616$721K0.1%-11.1%0.001%
4/10/2025 Arthur M. Cohen & Associates LLC1,694$338K0.1%-71.1%0.001%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.3,482$695K0.1%+6.7%0.001%
4/10/2025 Lake Street Private Wealth LLC3,748$748K0.1%-2.7%0.001%
4/10/2025 Eclectic Associates Inc. ADV1,634$326K0.1%-8.8%0.001%
4/10/2025 Lmcg Investments LLC1,750$349K0.0%-9.1%0.001%
4/10/2025 Fluent Financial LLC38,546$7.69M3.4%-4.8%0.012%
4/10/2025 Fermata Advisors LLC5,421$1.08M0.2%-6.5%0.002%
4/10/2025 Grassi Investment Management6,707$1.34M0.1%+4.5%0.002%
4/10/2025 Channel Wealth LLC16,487$3.29M1.0%-27.1%0.005%
4/10/2025 Lifestyle Asset Management Inc.7,070$1.41M0.8%+17.5%0.002%
4/10/2025 Granite Bay Wealth Management LLC6,000$1.20M0.4%+88.8%0.002%
4/10/2025 Nixon Peabody Trust Co.9,210$1.84M0.2%-10.4%0.003%
4/10/2025 Platt Investment Counsel LLC45,327$9.04M8.9%-38.1%0.014%
4/10/2025 Lakeshore Capital Group Inc.4,905$979K0.9%-75.6%0.002%
4/10/2025 Greenfield Savings Bank1,228$245K0.1%-8.0%0.000%
4/10/2025 Accel Wealth Management3,545$707K0.3%+2.7%0.001%
4/10/2025 Apella Capital LLC10,658$2.02M0.1%+1.7%0.003%
4/10/2025 DBK Financial Counsel LLC8,611$1.72M1.7%-3.0%0.003%
4/10/2025 Triangle Securities Wealth Management2,660$531K0.1%N/A0.001%
4/10/2025 Heritage Family Offices LLP10,476$2.09M1.1%-0.9%0.003%
4/10/2025 Romano Brothers AND Company1,293$258K0.0%-10.9%0.000%
4/10/2025 Bremer Bank National Association55,521$11.08M2.0%+1.0%0.017%
4/10/2025 CGN Advisors LLC2,706$540K0.1%-14.6%0.001%
4/10/2025 Addis & Hill Inc16,960$3.38M2.4%N/A0.005%
4/10/2025 EWG Elevate Inc.1,070$213K0.1%-90.8%0.000%
4/10/2025 Smith Anglin Financial LLC2,765$552K0.1%-11.4%0.001%
4/10/2025 Marshall & Sullivan Inc. WA113,524$22.65M11.5%-2.0%0.035%
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4/9/2025 RFG Advisory LLC10,340$2.06M0.1%-13.1%0.003%
4/9/2025 Capital Asset Advisory Services LLC2,322$471K0.0%-25.3%0.001%
4/9/2025 McLean Asset Management Corp48,763$9.73M2.9%-3.4%0.015%
4/9/2025 Fulton Bank N.A.16,422$3.28M0.1%+1.4%0.005%
4/9/2025 HBW Advisory Services LLC1,426$284K0.0%-43.1%0.000%
4/9/2025 Merit Financial Group LLC25,401$5.07M0.1%-2.3%0.008%
4/9/2025 Marquette Asset Management LLC19,753$3.94M0.7%-10.8%0.006%
4/9/2025 Lbmc Investment Advisors LLC710,187$141.68M11.1%-0.7%0.222%
4/9/2025 Anderson Hoagland & Co.178,014$35.51M4.4%-3.9%0.056%
4/9/2025 Roxbury Financial LLC493$106K0.1%+98.8%0.000%
(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, 2,641 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 2,269 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 159,383,233 shares in the last 24 months. This purchase volume represents approximately $31.73B in transactions.

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

Of the 1,597 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 64,125,518 shares in the last 24 months. This volume of shares sold represents approximately $12.61B in transactions.


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This page (NYSEARCA:IWM) was last updated on 4/15/2025 by MarketBeat.com Staff
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