ISHARES RUSSELL 2000 ETF (IWM) Institutional Shareholders
ISHARES RUSSELL 2000 ETF (IWM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $70.97B in IWM holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IWM tracked by InsiderSet, reporting ownership valued at approximately $10.32B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $12.11B, representing an estimated gain of +17.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed IWM value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Goldman Sachs Group Inc, and several other long-term asset managers with concentrated positions in ISHARES RUSSELL 2000 ETF (IWM).
This page ranks the largest institutional IWM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2,614
Total Reported Value
$70.97B
Largest Holder
Bank Of America Corp
Largest Position
$10.32B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
63
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.75% | 41,595,539 | $10,315,693,679 | $12,112,620,957 | +$1,796,927,278 | +17.42% | |
| Morgan Stanley | 0.44% | 29,761,929 | $7,380,959,212 | $8,666,673,725 | +$1,285,714,513 | +17.42% | |
| Goldman Sachs Group Inc | 0.63% | 19,230,808 | $4,769,240,350 | $5,600,011,290 | +$830,770,940 | +17.42% | |
| Blackrock, Inc. | 0.05% | 10,497,291 | $2,603,328,095 | $3,056,811,139 | +$453,483,044 | +17.42% | |
| Wells Fargo & Company/Mn | 0.47% | 9,561,752 | $2,371,314,426 | $2,784,382,182 | +$413,067,756 | +17.42% | |
| Empower Advisory Group, Llc | 5.53% | 8,590,751 | $2,130,506,203 | $2,501,626,691 | +$371,120,488 | +17.42% | |
| Ubs Group Ag | 0.30% | 6,736,561 | $1,670,667,128 | $1,961,686,563 | +$291,019,435 | +17.42% | |
| Royal Bank Of Canada | 0.29% | 6,233,175 | $1,545,829,000 | $1,815,100,560 | +$269,271,560 | +17.42% | |
| Bnp Paribas Financial Markets | 1.01% | 6,167,466 | $1,529,531,568 | $1,795,966,099 | +$266,434,531 | +17.42% | |
| Citigroup Inc | 0.57% | 4,112,214 | $1,235,514,733 | $1,197,476,717 | -$38,038,016 | -3.08% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 1.92% | 4,680,000 | $1,160,640,000 | $1,362,816,000 | +$202,176,000 | +17.42% | |
| Barclays Plc | 0.41% | 4,676,775 | $1,159,840,200 | $1,361,876,880 | +$202,036,680 | +17.42% | |
| Susquehanna International Group, Llp | 1.40% | 4,358,760 | $1,080,972,480 | $1,269,270,912 | +$188,298,432 | +17.42% | |
| Northern Trust Corp | 0.14% | 4,147,706 | $1,028,631,088 | $1,207,811,987 | +$179,180,899 | +17.42% | |
| Lpl Financial Llc | 0.25% | 3,737,240 | $926,835,427 | $1,088,284,288 | +$161,448,861 | +17.42% | |
| Rafferty Asset Management, Llc | 3.68% | 3,657,167 | $906,977,416 | $1,064,967,030 | +$157,989,614 | +17.42% | |
| Bank Of Montreal | 0.35% | 3,474,648 | $861,712,712 | $1,011,817,498 | +$150,104,786 | +17.42% | |
| Us Bancorp \De\ | 1.04% | 3,465,632 | $859,477,075 | $1,009,192,038 | +$149,714,963 | +17.42% | |
| Jane Street Group, Llc | 0.80% | 2,984,479 | $740,150,792 | $869,080,285 | +$128,929,493 | +17.42% | |
| Fmr Llc | 0.04% | 2,933,912 | $727,610,208 | $854,355,174 | +$126,744,966 | +17.42% | |
| Canada Pension Plan Investment Board | 0.44% | 2,781,000 | $689,688,000 | $809,827,200 | +$120,139,200 | +17.42% | |
| Pnc Financial Services Group, Inc. | 0.43% | 2,746,115 | $681,036,427 | $799,668,688 | +$118,632,261 | +17.42% | |
| M&T Bank Corp | 1.74% | 2,050,047 | $508,411,785 | $596,973,686 | +$88,561,901 | +17.42% | |
| Envestnet Asset Management Inc | 0.12% | 1,655,359 | $497,352,549 | $482,040,541 | -$15,312,008 | -3.08% | |
| Raymond James Financial Inc | 0.15% | 2,005,420 | $497,344,081 | $583,978,304 | +$86,634,223 | +17.42% | |
| Bank Of New York Mellon Corp | 0.08% | 1,854,365 | $459,882,616 | $539,991,088 | +$80,108,472 | +17.42% | |
| Catalyst Capital Advisors Llc | 7.44% | 1,491,304 | $448,062,287 | $434,267,725 | -$13,794,562 | -3.08% | |
| Millburn Ridgefield Llc | 8.48% | 1,491,304 | $448,062,287 | $434,267,725 | -$13,794,562 | -3.08% | |
| Cetera Investment Advisers | 0.46% | 1,758,333 | $436,066,627 | $512,026,570 | +$75,959,943 | +17.42% | |
| Jump Financial, Llc | 5.68% | 1,548,574 | $384,046,352 | $450,944,749 | +$66,898,397 | +17.42% | |
| Ameriprise Financial Inc | 0.08% | 1,476,654 | $366,260,401 | $430,001,645 | +$63,741,244 | +17.40% | |
| Truist Financial Corp | 0.41% | 1,150,784 | $345,752,962 | $335,108,301 | -$10,644,661 | -3.08% | |
| Cibc World Market Inc. | 0.60% | 1,381,744 | $342,672,512 | $402,363,853 | +$59,691,341 | +17.42% | |
| Jones Financial Companies Lllp | 0.14% | 1,191,917 | $290,437,908 | $347,086,230 | +$56,648,322 | +19.50% | |
| D. E. Shaw & Co., Inc. | 0.22% | 1,108,036 | $274,792,928 | $322,660,083 | +$47,867,155 | +17.42% | |
| Wellington Management Group Llp | 0.05% | 1,090,063 | $270,335,624 | $317,426,346 | +$47,090,722 | +17.42% | |
| Pinnacle Financial Partners, Inc. | 2.03% | 1,069,445 | $265,234,624 | $311,422,384 | +$46,187,760 | +17.41% | |
| Durable Capital Partners | Henry Ellenbogen | 2.62% | 1,027,614 | $254,848,272 | $299,241,197 | +$44,392,925 | +17.42% |
| Mirae Asset Securities (Usa) Inc. | 11.90% | 1,015,994 | $251,966,512 | $295,857,453 | +$43,890,941 | +17.42% | |
| Brown Advisory Inc | 0.40% | 981,679 | $243,456,372 | $285,864,925 | +$42,408,553 | +17.42% | |
| Fifth Third Bancorp | 0.43% | 957,068 | $237,352,923 | $278,698,202 | +$41,345,279 | +17.42% | |
| Gendell Jeffrey L | 3.22% | 954,068 | $236,608,864 | $277,824,602 | +$41,215,738 | +17.42% | |
| Keybank National Association/Oh | 0.77% | 775,413 | $232,972,911 | $225,800,266 | -$7,172,645 | -3.08% | |
| Sherman Porfolios, Llc | 17.51% | 920,668 | $228,325,664 | $268,098,522 | +$39,772,858 | +17.42% | |
| Valiant Capital Management, L.P. | 17.72% | 907,801 | $225,134,648 | $264,351,651 | +$39,217,003 | +17.42% | |
| Jefferies Financial Group Inc. | 2.68% | 884,238 | $219,291,138 | $257,490,106 | +$38,198,968 | +17.42% | |
| Amg National Trust Bank | 4.63% | 860,460 | $213,393,780 | $250,565,952 | +$37,172,172 | +17.42% | |
| Pathstone Holdings, Llc | 0.78% | 786,519 | $195,056,846 | $229,034,333 | +$33,977,487 | +17.42% | |
| Rockefeller Capital Management L.P. | 0.34% | 770,766 | $191,150,924 | $224,447,059 | +$33,296,135 | +17.42% | |
| Pinkerton Wealth, Llc | 16.00% | 751,445 | $186,358,360 | $218,820,784 | +$32,462,424 | +17.42% |
Frequently asked questions about IWM
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Who owns the most IWM stock?
The largest holders of IWM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES RUSSELL 2000 ETF (IWM).
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Is IWM widely held by superinvestors?
Many widely followed stocks like IWM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IWM is represented among the institutional managers we track.
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What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.