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iShares Russell 2000 ETF (IWM) Institutional Ownership

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$204.31
-1.55 (-0.75%)
(As of 05/10/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Russell 2000 ETF (NYSEARCA:IWM)

Number of
Institutional Buyers
(last 12 months)
1421
Total
Institutional Inflows
(last 12 months)
$15.89B
Number of
Institutional Sellers
(last 12 months)
1090
Total
Institutional Outflows
(last 12 months)
$7.61B
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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
5/11/2024Cliffwater LLC1,213$255K0.1%-29.8%0.000%
5/11/2024Davis R M Inc.7,167$1.51M0.0%-8.5%0.002%
5/11/2024Alley Investment Management Company LLC9,386$1.97M0.3%-0.8%0.003%
5/11/2024Peak Asset Management LLC17,277$3.63M0.7%-1.9%0.006%
5/11/2024Cynosure Group LLC3,629$763K0.1%-5.8%0.001%
5/11/2024ESL Trust Services LLC910$191K0.0%N/A0.000%
5/11/2024NWK Group Inc.3,026$636K0.3%-2.5%0.001%
5/11/2024Ironwood Investment Counsel LLC2,255$474K0.1%+9.3%0.001%
5/11/2024Catalytic Wealth RIA LLC12,375$2.60M0.5%N/A0.004%
5/11/2024Jacobi Capital Management LLC58,374$12.28M1.1%+6.2%0.020%
5/11/2024Hirtle Callaghan & Co LLC11,169$2.35M0.1%+17.9%0.004%
5/11/2024Patten & Patten Inc. TN12,048$2.53M0.2%+5.4%0.004%
5/10/2024Allstate Corp2,500$526K0.0%-75.0%0.001%
5/10/2024Osaic Holdings Inc.646,747$136.03M0.3%-26.4%0.220%
5/10/2024Connors Investor Services Inc.96,392$20.27M2.1%+0.5%0.033%
5/10/2024Fiducient Advisors LLC4,948$1.04M0.2%-1.7%0.002%
5/10/2024TIAA Trust National Association678,942$142.78M0.4%-1.9%0.231%
5/10/2024Vanguard Group Inc.44,592$9.38M0.0%+2.4%0.015%
5/10/2024Alera Investment Advisors LLC69,618$14.64M2.0%-8.6%0.024%
5/10/2024Viawealth LLC4,718$992K0.6%+66.6%0.002%
5/10/2024JPMorgan Chase & Co.6,009,724$1.26B0.1%+44.7%2.046%
5/10/2024Cooper Haims Advisors LLC3,823$804K0.5%-4.9%0.001%
5/10/2024Pinnacle Wealth Planning Services Inc.12,992$2.73M0.4%+18.7%0.004%
5/10/2024First Foundation Advisors93,136$19.59M0.8%+3.3%0.032%
5/10/2024Prevail Innovative Wealth Advisors LLC16,481$3.47M1.3%+256.3%0.006%
5/10/2024Banco Santander S.A.155,686$32.74M0.4%+167.9%0.053%
5/10/2024 TCTC Holdings LLC190,141$39.99M1.3%+20.4%0.065%
5/10/2024 1ST Source Bank103,973$21.87M1.3%-0.7%0.035%
5/10/2024 Wintrust Investments LLC195,261$41.06M3.6%+3.4%0.066%
5/10/2024 GM Advisory Group LLC16,796$3.53M0.2%+457.6%0.006%
5/10/2024 Nwam LLC17,397$3.60M0.3%-65.8%0.006%
5/10/2024 Glaxis Capital Management LLC32,500$6.84M12.6%N/A0.011%
5/9/2024 Delos Wealth Advisors LLC3,677$773K0.9%N/A0.001%
5/9/2024 Dorsey & Whitney Trust CO LLC18,631$3.92M0.3%-26.3%0.006%
5/9/2024 Brighton Jones LLC86,629$18.22M0.7%-0.4%0.029%
5/9/2024 ProVise Management Group LLC2,709$570K0.0%-7.3%0.001%
5/9/2024 Private Portfolio Partners LLC4,906$1.03M0.2%+5.3%0.002%
5/9/2024 Orion Portfolio Solutions LLC13,878$2.92M0.0%-14.3%0.005%
5/9/2024 Blair William & Co. IL435,339$91.55M0.3%+4.7%0.148%
5/9/2024 Picton Mahoney Asset Management1,290$271K0.0%-7.9%0.000%
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5/9/2024 Renasant Bank1,183$249K0.2%+4.3%0.000%
5/9/2024 HBK Sorce Advisory LLC7,277$1.53M0.1%+10.4%0.002%
5/9/2024 Kingsview Wealth Management LLC18,045$3.80M0.1%-3.5%0.006%
5/9/2024 Zega Financial LLC4,815$1.01M0.3%+302.3%0.002%
5/9/2024 Beacon Investment Advisory Services Inc.15,335$3.23M0.1%-1.6%0.005%
5/9/2024 TBH Global Asset Management LLC3,916$824K0.2%+20.4%0.001%
5/9/2024 SageView Advisory Group LLC4,393$924K0.0%-45.6%0.001%
5/9/2024 Fortis Capital Advisors LLC9,800$2.06M0.9%+9.4%0.003%
5/9/2024 Avid Wealth Partners LLC1,324$278K0.2%-97.0%0.000%
5/9/2024 Private Management Group Inc.3,564$750K0.0%+1.5%0.001%
5/9/2024 Roanoke Asset Management Corp NY1,495$314K0.1%N/A0.001%
5/9/2024 Portland Global Advisors LLC73,608$15.48M2.1%-1.3%0.025%
5/9/2024 Dearborn Partners LLC1,329$279K0.0%+19.4%0.000%
5/9/2024 Pettyjohn Wood & White Inc.6,209$1.31M0.3%+33.3%0.002%
5/9/2024 Miramar Capital LLC1,250$256K0.1%-13.2%0.000%
5/9/2024 Patton Fund Management Inc.72,354$15.22M2.8%-1.5%0.025%
5/9/2024 Koshinski Asset Management Inc.3,235$680K0.1%+128.6%0.001%
5/8/2024 Berkshire Money Management Inc.27,244$5.73M0.7%+8.2%0.009%
5/8/2024 Cozad Asset Management Inc.12,067$2.54M0.3%+12.3%0.004%
5/8/2024 MAI Capital Management432,249$90.90M0.9%+15.6%0.147%
5/8/2024 Baltimore Washington Financial Advisors Inc.17,487$3.68M0.2%+5.8%0.006%
5/8/2024 Sheets Smith Wealth Management11,313$2.38M0.3%+3.6%0.004%
5/8/2024 Bleakley Financial Group LLC34,571$7.27M0.2%-1.2%0.012%
5/8/2024 Baron Wealth Management LLC3,221$677K0.4%-8.8%0.001%
5/8/2024 Avantax Advisory Services Inc.826,965$173.91M1.5%-5.4%0.281%
5/8/2024 US Bancorp DE3,754,489$789.59M1.1%+2.4%1.278%
5/8/2024 Addison Capital Co3,489$734K0.4%+39.0%0.001%
5/8/2024 Mycio Wealth Partners LLC15,794$3.32M0.8%-17.7%0.005%
5/8/2024 Russell Investments Group Ltd.17,275$3.63M0.0%-81.1%0.006%
5/8/2024 QRG Capital Management Inc.9,781$2.06M0.0%+43.6%0.003%
5/8/2024 Tranquility Partners LLC6,696$1.41M0.5%+65.0%0.002%
5/8/2024 Williams Jones Wealth Management LLC.24,848$5.23M0.1%-10.3%0.008%
5/8/2024 Thoroughbred Financial Services LLC11,685$2.46M0.2%+13.8%0.004%
5/7/2024 Verus Capital Partners LLC3,260$686K0.1%+166.8%0.001%
5/7/2024 Pointe Capital Management LLC7,288$1.53M1.0%+1.6%0.002%
5/7/2024 NorthRock Partners LLC14,476$3.04M0.3%+78.0%0.005%
5/7/2024 Choate Investment Advisors7,421$1.56M0.0%-3.7%0.003%
5/7/2024 Sei Investments Co.30,407$6.40M0.0%-31.2%0.010%
5/7/2024 GW Henssler & Associates Ltd.991$208K0.0%N/A0.000%
5/7/2024 Bedel Financial Consulting Inc.11,877$2.50M0.4%+3.6%0.004%
5/7/2024 Chilton Capital Management LLC1,744$367K0.0%-7.5%0.001%
5/7/2024 SilverOak Wealth Management LLC52,025$10.94M2.7%-4.3%0.018%
5/7/2024 Nixon Peabody Trust Co.12,078$2.54M0.2%-17.5%0.004%
5/7/2024 RPG Investment Advisory LLC2,246$472K0.1%+36.6%0.001%
5/7/2024 Keudell Morrison Wealth Management999$210K0.1%-7.0%0.000%
5/7/2024 Anchor Capital Advisors LLC22,542$4.74M0.1%+0.3%0.008%
5/7/2024 Atomi Financial Group Inc.32,159$6.76M0.6%+715.4%0.011%
5/7/2024 Allegheny Financial Group LTD2,634$554K0.2%+8.2%0.001%
5/7/2024 Montag A & Associates Inc.31,831$6.69M0.3%+1.6%0.011%
5/7/2024 BCGM Wealth Management LLC1,326$279K0.1%-30.4%0.000%
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5/7/2024 TCI Wealth Advisors Inc.1,491$314K0.0%-5.9%0.001%
5/7/2024 Redwood Wealth Management Group LLC6,464$1.36M1.4%+303.5%0.002%
5/7/2024 WealthPLAN Partners LLC19,841$4.17M0.4%+460.2%0.007%
5/7/2024 49 Wealth Management LLC1,355$282K0.1%-9.7%0.000%
5/7/2024 Security Benefit Life Insurance Co. KS5,700$1.20M0.4%+111.1%0.002%
5/7/2024 BOS Asset Management LLC1,768$372K0.2%+15.9%0.001%
5/7/2024 KCM Investment Advisors LLC3,747$788K0.0%+34.7%0.001%
5/7/2024 Smithfield Trust Co48,557$10.22M0.5%-0.3%0.017%
5/7/2024 Facet Wealth Inc.2,641$540K0.0%+37.1%0.001%
5/7/2024 NTV Asset Management LLC69,076$14.53M2.2%+19.0%0.024%
(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, 2,312 institutional investors and hedge funds held shares of iShares Russell 2000 ETF. The most heavily invested institutionals were Morgan Stanley ($3.47B), TFO Wealth Partners LLC ($3.25B), Healthcare of Ontario Pension Plan Trust Fund ($1.98B), Rafferty Asset Management LLC ($1.72B), Jones Financial Companies Lllp ($1.47B), Toronto Dominion Bank ($1.35B), and Empower Advisory Group LLC ($1.32B).Learn more on IWM's institutional investors.

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

Of the 1,977 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: Barclays PLC ($32.78M), JPMorgan Chase & Co. ($10.85M), Envestnet Asset Management Inc. ($9.08M), Toronto Dominion Bank ($7.72M), Empower Advisory Group LLC ($7.03M), Jane Street Group LLC ($5.95M), and Twin Tree Management LP ($5.38M).

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

Institutional investors have bought a total of 174,561,515 shares in the last 24 months. This purchase volume represents approximately $31.34B in transactions.

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

Of the 1,542 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: Optiver Holding B.V. ($23.40M), Envestnet Asset Management Inc. ($8.70M), Healthcare of Ontario Pension Plan Trust Fund ($7.50M), Banque Pictet & Cie SA ($4.94M), JPMorgan Chase & Co. ($4.11M), Granite Bay Wealth Management LLC ($3.89M), and Aaron Wealth Advisors LLC ($3.44M).

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

Institutional investors have sold a total of 100,894,855 shares in the last 24 months. This volume of shares sold represents approximately $18.22B in transactions.


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This page (NYSEARCA:IWM) was last updated on 5/11/2024 by MarketBeat.com Staff

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