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iShares Russell 2000 ETF (IWM) Institutional Ownership

iShares Russell 2000 ETF logo
$217.80 -6.46 (-2.88%)
Closing price 04:10 PM Eastern
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$217.70 -0.10 (-0.05%)
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Institutional Ownership Changes (13F Filings) for iShares Russell 2000 ETF (NYSEARCA:IWM)

Number of
Institutional Buyers
(last 12 months)
1600
Total
Institutional Inflows
(last 12 months)
$14.17B
Number of
Institutional Sellers
(last 12 months)
1109
Total
Institutional Outflows
(last 12 months)
$5.91B
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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
2/21/2025Vermillion Wealth Management Inc.669$148K0.1%N/A0.000%
2/21/2025AlphaCore 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%
2/20/2025Westfuller 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%
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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%
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%
2/17/2025 Salus Financial Advisors LLC9,532$2.11M1.6%N/A0.003%
2/17/2025 Sender Co & Partners Inc.20,402$4.51M4.1%N/A0.006%
2/17/2025 Sentinus LLC3,266$722K0.2%+98.4%0.001%
2/17/2025 Snowden Capital Advisors LLC26,207$5.79M0.2%+14.3%0.008%
2/17/2025 Shapiro Capital Management LLC7,090$1.57M0.1%-84.6%0.002%
2/17/2025 Silvercrest Asset Management Group LLC23,769$5.25M0.0%+11.0%0.007%
2/17/2025 Rafferty Asset Management LLC7,929,117$1.75B6.2%+0.4%2.437%
2/17/2025 Redwood Investment Management LLC623,612$137.79M13.3%-3.8%0.192%
2/17/2025 Quantinno Capital Management LP14,040$3.10M0.0%+39.6%0.004%
2/17/2025 Pathstone Holdings LLC907,548$200.54M0.9%-3.4%0.279%
2/17/2025 Main Street Group LTD1,047$231K0.1%+5.0%0.000%
2/17/2025 Nuveen Asset Management LLC10,980$2.43M0.0%+66.9%0.003%
2/17/2025 Nicholas Investment Partners LP47,331$10.46M0.9%+156.6%0.015%
2/17/2025 No Street GP LP325,000$71.81M4.8%N/A0.100%
2/17/2025 NorthRock Partners LLC5,708$1.26M0.0%-14.8%0.002%
2/17/2025 Northeast Financial Consultants Inc21,926$4.85M0.2%-0.8%0.007%
2/17/2025 Northwest Quadrant Wealth Management LLC1,017$225K0.1%N/A0.000%
2/17/2025 OMERS ADMINISTRATION Corp66,300$14.66M0.1%N/A0.020%
2/17/2025 Obermeyer Wealth Partners6,048$1.34M0.1%+1.9%0.002%
2/17/2025 Maven Securities LTD11,708$2.59M0.1%N/A0.004%
2/17/2025 Maytus Capital Management LLC15,327$3.39M1.2%N/A0.005%
2/17/2025 Measured Risk Portfolios Inc.2,311$511K0.5%N/A0.001%
2/17/2025 Minot DeBlois Advisors LLC1,681$371K0.3%N/A0.001%
2/17/2025 Morse Asset Management Inc2,768$612K0.1%+32.4%0.001%
2/17/2025 Napa Wealth Management13,059$2.89M1.2%N/A0.004%
2/17/2025 New England Asset Management Inc.13,170$2.91M0.5%+8.2%0.004%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.33,500$7.40M0.0%N/A0.010%
2/17/2025 Lazard Asset Management LLC16,895$3.73M0.0%-3.0%0.005%
2/17/2025 Leigh Baldwin & CO. LLC416,900$92.12M0.5%N/A0.128%
2/17/2025 London Co. of Virginia44,132$9.75M0.1%-4.0%0.014%
2/17/2025 LRI Investments LLC500$110K0.0%-86.2%0.000%
2/17/2025 Laird Norton Wetherby Wealth Management LLC14,229$3.14M0.2%-1.7%0.004%
2/17/2025 Lionshead Wealth Management LLC8,080$1.79M1.3%N/A0.002%
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2/17/2025 Logan Stone Capital LLC9,165$2.03M0.7%N/A0.003%
2/17/2025 Investor s Fiduciary Advisor Network LLC1,385$306K0.1%N/A0.000%
2/17/2025 Jasper Ridge Partners L.P.72,711$16.07M0.5%-29.2%0.022%
2/17/2025 Kettle Hill Capital Management LLC68,669$15.17M3.3%+491.0%0.021%
2/17/2025 KKM Financial LLC8,934$2.02M0.8%+444.4%0.003%
2/17/2025 Kaizen Financial Strategies1,649$364K0.2%+14.0%0.001%
2/17/2025 Humankind Investments LLC55,660$12.30M3.1%N/A0.017%
2/17/2025 Guardian Wealth Advisors LLC NC553$122K0.0%+11.9%0.000%
2/17/2025 Geller Advisors LLC216,800$47.90M3.1%+0.5%0.067%
2/17/2025 Gen Wealth Partners Inc4,433$980K0.4%+2.9%0.001%
(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, 2,617 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 2,249 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 158,446,142 shares in the last 24 months. This purchase volume represents approximately $31.49B in transactions.

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

Of the 1,589 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 65,668,406 shares in the last 24 months. This volume of shares sold represents approximately $12.88B in transactions.


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This page (NYSEARCA:IWM) was last updated on 2/21/2025 by MarketBeat.com Staff
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