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 $82.22B 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 $10.69B in its June 30, 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 $10.16B, representing an estimated loss of -5.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% 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
2,705
Total Reported Value
$82.22B
Largest Holder
Bank Of America Corp
Largest Position
$10.69B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
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 | 0.69% | 35,580,461 | $10,690,149,456 | $10,155,730,983 | -$534,418,473 | -5.00% | |
| Morgan Stanley | 0.30% | 18,693,662 | $5,616,511,499 | $5,335,731,945 | -$280,779,554 | -5.00% | |
| Goldman Sachs Group Inc | 0.56% | 17,901,802 | $5,378,596,451 | $5,109,711,345 | -$268,885,106 | -5.00% | |
| Wells Fargo & Company/Mn | 0.62% | 11,796,516 | $3,544,263,214 | $3,367,079,562 | -$177,183,652 | -5.00% | |
| Blackrock, Inc. | 0.05% | 10,533,415 | $3,164,764,549 | $3,006,552,643 | -$158,211,906 | -5.00% | |
| Empower Advisory Group, Llc | 5.68% | 7,928,734 | $2,382,188,072 | $2,263,098,546 | -$119,089,526 | -5.00% | |
| Bnp Paribas Financial Markets | 1.11% | 7,071,360 | $2,124,590,112 | $2,018,378,285 | -$106,211,827 | -5.00% | |
| Treasurer Of The State Of North Carolina | 4.59% | 5,928,226 | $1,781,136,000 | $1,692,093,547 | -$89,042,453 | -5.00% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 2.42% | 5,627,000 | $1,690,632,150 | $1,606,114,610 | -$84,517,540 | -5.00% | |
| Royal Bank Of Canada | 0.26% | 5,185,113 | $1,557,866,000 | $1,479,986,804 | -$77,879,196 | -5.00% | |
| Ubs Group Ag | 0.24% | 5,127,567 | $1,540,577,505 | $1,463,561,449 | -$77,016,056 | -5.00% | |
| Susquehanna International Group, Llp | 1.33% | 4,974,054 | $1,494,454,524 | $1,419,744,233 | -$74,710,291 | -5.00% | |
| Bank Of Montreal | 0.48% | 4,406,597 | $1,323,962,110 | $1,257,774,982 | -$66,187,128 | -5.00% | |
| Hrt Financial Lp | 2.40% | 4,368,378 | $1,312,479,000 | $1,246,866,133 | -$65,612,867 | -5.00% | |
| Barclays Plc | 0.40% | 4,198,783 | $1,261,524,353 | $1,198,458,632 | -$63,065,721 | -5.00% | |
| Northern Trust Corp | 0.15% | 4,154,041 | $1,248,081,618 | $1,185,687,923 | -$62,393,695 | -5.00% | |
| Citigroup Inc | 0.57% | 4,112,214 | $1,235,514,733 | $1,173,749,242 | -$61,765,491 | -5.00% | |
| Lpl Financial Llc | 0.25% | 3,732,504 | $1,121,430,867 | $1,065,368,617 | -$56,062,250 | -5.00% | |
| Rafferty Asset Management, Llc | 2.33% | 3,410,936 | $1,024,815,721 | $973,583,462 | -$51,232,259 | -5.00% | |
| Jpmorgan Chase & Co | 0.06% | 3,368,229 | $1,007,000,390 | $961,393,603 | -$45,606,787 | -4.53% | |
| Wellington Management Group Llp | 0.16% | 3,068,234 | $921,850,905 | $875,766,031 | -$46,084,874 | -5.00% | |
| Pnc Financial Services Group, Inc. | 0.47% | 2,895,665 | $870,002,528 | $826,509,661 | -$43,492,867 | -5.00% | |
| Canada Pension Plan Investment Board | 0.46% | 2,781,000 | $835,551,450 | $793,780,830 | -$41,770,620 | -5.00% | |
| Fmr Llc | 0.03% | 2,612,800 | $785,015,796 | $745,771,504 | -$39,244,292 | -5.00% | |
| Jane Street Group, Llc | 0.44% | 2,278,718 | $684,640,823 | $650,414,479 | -$34,226,344 | -5.00% | |
| Us Bancorp \De\ | 0.70% | 2,129,304 | $639,749,714 | $607,767,241 | -$31,982,473 | -5.00% | |
| Raymond James Financial Inc | 0.17% | 2,056,250 | $617,800,244 | $586,915,438 | -$30,884,807 | -5.00% | |
| Bank Of New York Mellon Corp | 0.09% | 1,824,128 | $548,059,185 | $520,660,855 | -$27,398,330 | -5.00% | |
| M&T Bank Corp | 1.79% | 2,200,172 | $545,642,785 | $627,995,094 | +$82,352,309 | +15.09% | |
| Cetera Investment Advisers | 0.49% | 1,776,101 | $533,629,867 | $506,952,508 | -$26,677,359 | -5.00% | |
| Envestnet Asset Management Inc | 0.12% | 1,655,359 | $497,352,549 | $472,489,119 | -$24,863,430 | -5.00% | |
| Catalyst Capital Advisors Llc | 7.44% | 1,491,304 | $448,062,287 | $425,662,901 | -$22,399,386 | -5.00% | |
| Millburn Ridgefield Llc | 8.48% | 1,491,304 | $448,062,287 | $425,662,901 | -$22,399,386 | -5.00% | |
| Ameriprise Financial Inc | 0.09% | 1,451,478 | $434,991,033 | $414,295,366 | -$20,695,667 | -4.76% | |
| Jefferies Financial Group Inc. | 3.49% | 1,263,132 | $379,508,172 | $360,535,767 | -$18,972,405 | -5.00% | |
| Jones Financial Companies Lllp | 0.15% | 1,211,945 | $363,461,028 | $345,925,461 | -$17,535,567 | -4.82% | |
| Truist Financial Corp | 0.41% | 1,150,784 | $345,752,962 | $328,468,277 | -$17,284,685 | -5.00% | |
| Tudor Investment Corp Et Al | 1.42% | 1,144,729 | $343,933,828 | $326,739,998 | -$17,193,830 | -5.00% | |
| Pinnacle Financial Partners, Inc. | 2.21% | 1,080,574 | $324,658,585 | $308,428,237 | -$16,230,348 | -5.00% | |
| Fifth Third Bancorp | 0.46% | 942,299 | $283,113,516 | $268,960,404 | -$14,153,112 | -5.00% | |
| Valiant Capital Management, L.P. | 16.15% | 863,141 | $259,330,713 | $246,366,336 | -$12,964,377 | -5.00% | |
| Brown Advisory Inc | 0.40% | 860,024 | $258,394,335 | $245,476,650 | -$12,917,685 | -5.00% | |
| Brown Brothers Harriman & Co | 1.10% | 832,435 | $250,105,097 | $237,601,922 | -$12,503,175 | -5.00% | |
| Amg National Trust Bank | 5.09% | 823,139 | $247,311,708 | $234,948,565 | -$12,363,143 | -5.00% | |
| Mariner, Llc | 0.25% | 799,545 | $240,222,510 | $228,214,129 | -$12,008,381 | -5.00% | |
| Rockefeller Capital Management L.P. | 0.36% | 781,614 | $234,837,043 | $223,096,084 | -$11,740,959 | -5.00% | |
| Keybank National Association/Oh | 0.77% | 775,413 | $232,972,911 | $221,326,133 | -$11,646,778 | -5.00% | |
| Sherman Porfolios, Llc | 17.56% | 904,461 | $224,306,328 | $258,160,303 | +$33,853,975 | +15.09% | |
| Mirae Asset Securities (Usa) Inc. | 9.66% | 722,143 | $216,967,864 | $206,121,276 | -$10,846,588 | -5.00% | |
| Cibc Bancorp Usa Inc. | 0.27% | 716,347 | $214,947,903 | $204,466,924 | -$10,480,979 | -4.88% |
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.