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iShares Russell 2000 ETF (IWM) Institutional Ownership

iShares Russell 2000 ETF logo
$221.92 +2.06 (+0.94%)
(As of 12/20/2024 05:45 PM ET)
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Institutional Ownership Changes (13F Filings) for iShares Russell 2000 ETF (NYSEARCA:IWM)

Number of
Institutional Buyers
(last 12 months)
1420
Total
Institutional Inflows
(last 12 months)
$11.83B
Number of
Institutional Sellers
(last 12 months)
1026
Total
Institutional Outflows
(last 12 months)
$4.60B
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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
12/19/2024 Principal Financial Group Inc.16,675$3.68M0.0%-2.3%0.005%
12/13/2024 B. Riley Wealth Advisors Inc.18,224$3.98M0.1%-7.2%0.005%
12/12/2024 Legacy Wealth Management LLC MS1,685$372K0.1%N/A0.000%
12/11/2024 1ST Source Bank105,775$23.37M1.3%+2.7%0.031%
12/10/2024 Birmingham Capital Management Co. Inc. AL2,955$653K0.2%+7.3%0.001%
12/10/2024 Garden State Investment Advisory Services LLC8,851$1.96M0.6%+8.0%0.003%
12/3/2024 Denver PWM LLC2,311$510K0.2%-33.7%0.001%
12/2/2024 Capasso Planning Partners LLC5,347$1.18M0.3%+15.9%0.002%
11/26/2024 Peapack Gladstone Financial Corp219,274$48.44M0.7%-2.8%0.067%
11/25/2024 Synovus Financial Corp731,293$161.54M1.9%+4.9%0.223%
11/25/2024 Tidal Investments LLC8,232$1.82M0.0%+78.8%0.003%
11/25/2024 PVG Asset Management Corp1,632$360K1.4%-21.3%0.000%
11/25/2024 Wilmington Savings Fund Society FSB108,292$23.92M0.4%+61.3%0.033%
11/25/2024 Arvest Bank Trust Division316,375$69.88M4.0%N/A0.096%
11/25/2024 Broadview Financial Management LLC4,332$957K0.6%-1.5%0.001%
11/25/2024 World Investment Advisors LLC6,658$1.47M0.0%+58.9%0.002%
11/25/2024 Sanctuary Advisors LLC187,400$44.75M0.3%+1.8%0.057%
11/22/2024 Stock Yards Bank & Trust Co.184,572$40.77M1.3%+2.5%0.056%
11/21/2024 Anchor Investment Management LLC743$164K0.0%+6.8%0.000%
11/21/2024 Wealthquest Corp2,179$475K0.0%-2.4%0.001%
11/19/2024 McIlrath & Eck LLC1,136$251K0.0%+84.4%0.000%
11/19/2024 Citizens Business Bank29,539$6.53M1.3%+1.9%0.009%
11/19/2024 M&T Bank Corp3,036,807$670.80M2.2%+1.9%0.890%
11/18/2024 Soltis Investment Advisors LLC4,950$1.09M0.1%+76.9%0.001%
11/18/2024 Rehmann Capital Advisory Group17,331$3.83M0.3%+0.4%0.005%
11/18/2024 TD Private Client Wealth LLC59,350$13.11M0.4%-3.7%0.017%
11/18/2024 Arete Wealth Advisors LLC25,015$5.51M0.5%N/A0.007%
11/18/2024 Teachers Retirement System of The State of Kentucky5,933$1.31M0.0%N/A0.002%
11/18/2024 Sunbelt Securities Inc.10,914$2.41M0.2%+32.1%0.003%
11/18/2024 Toronto Dominion Bank6,729,586$1.49B2.6%+3.7%1.982%
11/18/2024Nepc LLC44,764$9.89M0.3%+13.9%0.013%
11/18/2024 Empire Financial Management Company LLC15,530$3.43M1.1%+33.0%0.005%
11/18/2024 Coldstream Capital Management Inc.34,581$7.70M0.2%+4.2%0.010%
11/18/2024 RB Capital Management LLC14,865$3.28M0.8%+0.5%0.004%
11/18/2024 JDM Financial Group LLC3,270$722K0.4%-20.2%0.001%
11/15/2024 MidWestOne Financial Group Inc.6,267$1.38M0.2%+1.9%0.002%
11/15/2024 Greenwood Gearhart Inc.128,657$28.42M2.4%+53.4%0.038%
11/15/2024 3Chopt Investment Partners LLC12,713$2.81M1.0%-0.9%0.004%
11/15/2024 Brophy Wealth Management LLC7,623$1.68M0.6%N/A0.002%
11/15/2024 M&T Bank Corp3,036,807$670.80M1.9%+1.9%0.906%
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11/15/2024 Executive Wealth Management LLC1,700$376K0.0%N/A0.001%
11/15/2024 Raelipskie Partnership45,139$9.97M4.9%+1.4%0.013%
11/15/2024 Continuum Advisory LLC12,905$2.99M0.4%+4.6%0.004%
11/15/2024 LRI Investments LLC3,614$838K0.1%+622.8%0.001%
11/15/2024 Harvest Investment Advisors LLC39,729$8.78M6.0%+7.8%0.012%
11/15/2024 Geller Advisors LLC215,754$47.66M3.3%+0.2%0.064%
11/15/2024 Cape Cod Five Cents Savings Bank29,412$5.97M0.6%-3.5%0.009%
11/15/2024 Nomura Asset Management Co. Ltd.19,880$4.39M0.0%+55.3%0.006%
11/15/2024 MML Investors Services LLC210,321$46.46M0.2%+50.6%0.063%
11/15/2024 Pacific Center for Financial Services351$78K0.0%-12.9%0.000%
11/15/2024 Legacy Investment Solutions LLC107$25K0.0%N/A0.000%
11/15/2024 Northeast Financial Consultants Inc22,100$4.88M0.2%+0.5%0.007%
11/15/2024 Mosaic Financial Group LLC9,422$2.08M1.5%+0.9%0.003%
11/15/2024 Dunhill Financial LLC1,221$270K0.1%+64.1%0.000%
11/15/2024 Delos Wealth Advisors LLC6,140$1.36M1.2%+14.9%0.002%
11/15/2024 Orion Portfolio Solutions LLC14,302$3.16M0.1%+6.6%0.004%
11/15/2024 XTX Topco Ltd4,896$1.08M0.1%N/A0.001%
11/15/2024 Zacks Investment Management1,490$329K0.0%+4.9%0.000%
11/15/2024 National Bank of Canada FI429,450$94.86M0.1%+9.8%0.128%
11/15/2024 Glen Eagle Advisors LLC9,311$2.06M0.3%+3.3%0.003%
11/15/2024 EP Wealth Advisors LLC46,746$10.33M0.1%+9.2%0.014%
11/15/2024 Insigneo Advisory Services LLC17,145$3.79M0.4%+4.4%0.005%
11/15/2024 Kovitz Investment Group Partners LLC248,479$54.89M0.4%+39.9%0.074%
11/15/2024 Vienna Asset Management LLC26,478$5.85M4.3%+50.2%0.008%
11/15/2024 Weaver Consulting Group10,573$2.34M0.7%+16.7%0.003%
11/15/2024 Temasek Holdings Private Ltd206,500$45.61M0.2%N/A0.062%
11/15/2024 Texas Capital Bank Wealth Management Services Inc11,350$2.51M0.2%+579.2%0.003%
11/15/2024 Stevens Capital Management LP32,400$7.16M1.0%N/A0.010%
11/15/2024 Stifel Financial Corp600,156$132.58M0.1%+14.9%0.179%
11/15/2024 Safe Harbor Fiduciary LLC5,000$1.10M1.0%N/A0.001%
11/15/2024 SageView Advisory Group LLC1,765$390K0.0%-42.5%0.001%
11/15/2024 Quadrature Capital Ltd395,253$87.33M2.0%+158.5%0.118%
11/15/2024 Quantinno Capital Management LP10,060$2.22M0.0%N/A0.003%
11/15/2024 Redwood Investment Management LLC647,993$142.77M12.7%N/A0.193%
11/15/2024 Reynders McVeigh Capital Management LLC1,039$230K0.0%N/A0.000%
11/15/2024 Pinnacle Family Advisors LLC7,760$1.71M0.9%N/A0.002%
11/15/2024 Polymer Capital Management HK LTD9,440$2.09M0.5%+626.2%0.003%
11/15/2024 Prentice Capital Management LP5,000$1.10M2.5%N/A0.001%
11/15/2024 Menard Financial Group LLC20,206$4.46M2.9%N/A0.006%
11/15/2024 Miller Investment Management LP7,962$1.76M0.2%-86.9%0.002%
11/15/2024 Morse Asset Management Inc2,091$462K0.1%N/A0.001%
11/15/2024 IHT Wealth Management LLC291,946$64.07M1.8%+144.7%0.087%
11/15/2024 Independent Family Office LLC39,311$8.68M4.3%+9.9%0.012%
11/15/2024 Integrated Wealth Concepts LLC69,944$15.45M0.2%+6.8%0.021%
11/15/2024 Harmony Asset Management LLC14,535$3.21M1.2%+93.7%0.004%
11/15/2024 Garden State Investment Advisory Services LLC9,821$2.17M0.6%+19.8%0.003%
11/15/2024 Chevy Chase Trust Holdings LLC6,080$1.34M0.0%N/A0.002%
11/15/2024 Coastwise Capital Group LLC2,984$659K0.5%+31.0%0.001%
11/15/2024 Community Bank N.A.6,529$1.44M0.2%+1.8%0.002%
11/15/2024 Ascent Group LLC1,148$254K0.0%-6.4%0.000%
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11/15/2024 Beacon Investment Advisory Services Inc.15,828$3.50M0.1%+0.4%0.005%
11/15/2024 Benjamin Edwards Inc.8,335$1.84M0.0%+4,774.3%0.002%
11/15/2024 Atom Investors LP4,558$1.01M0.1%-34.0%0.001%
11/15/2024 Audent Global Asset Management LLC14,152$3.13M5.3%-20.6%0.004%
11/15/2024 Aureus Asset Management LLC18,362$4.06M0.3%-1.5%0.005%
11/15/2024 Alerus Financial NA3,666$810K0.1%-1.8%0.001%
11/15/2024 FSA Wealth Management LLC1,128$249K0.1%N/A0.000%
11/14/2024 Plotkin Financial Advisors LLC2,165$478K0.3%N/A0.001%
11/14/2024 Cobblestone Capital Advisors LLC NY27,332$6.04M0.3%-7.7%0.008%
11/14/2024 Edgestream Partners L.P.1,510$334K0.0%N/A0.000%
(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, 2,346 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 JPMorgan Chase & Co. ($1.26B).Learn more on IWM's institutional investors.

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

Of the 2,011 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: Envestnet Asset Management Inc. ($9.00M), JPMorgan Chase & Co. ($8.76M), 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 131,561,375 shares in the last 24 months. This purchase volume represents approximately $25.07B in transactions.

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

Of the 1,513 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 Alaska Permanent Fund Corp ($2.47M).

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

Institutional investors have sold a total of 66,258,780 shares in the last 24 months. This volume of shares sold represents approximately $12.58B in transactions.


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This page (NYSEARCA:IWM) was last updated on 12/22/2024 by MarketBeat.com Staff
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