IWM Institutional Ownership & Shareholders
ISHARES RUSSELL 2000 ETF (IWM) is currently held by 2,700 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $81.45B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $9.94B, representing an estimated loss of -7.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% 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
2,700
Total Reported Value
$81.45B
Largest Holder
Bank Of America Corp
Largest Position
$10.69B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
24
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 | $9,938,690,171 | -$751,459,285 | -7.03% | |
| Morgan Stanley | 0.30% | 18,693,662 | $5,616,511,499 | $5,221,700,606 | -$394,810,893 | -7.03% | |
| Goldman Sachs Group Inc | 0.56% | 17,901,802 | $5,378,596,451 | $5,000,510,353 | -$378,086,098 | -7.03% | |
| Wells Fargo & Company/Mn | 0.62% | 11,796,516 | $3,544,263,214 | $3,295,120,814 | -$249,142,400 | -7.03% | |
| Blackrock, Inc. | 0.05% | 10,533,415 | $3,164,764,549 | $2,942,298,812 | -$222,465,737 | -7.03% | |
| Empower Advisory Group, Llc | 5.68% | 7,928,734 | $2,382,188,072 | $2,214,733,268 | -$167,454,804 | -7.03% | |
| Bnp Paribas Financial Markets | 1.11% | 7,071,360 | $2,124,590,112 | $1,975,242,989 | -$149,347,123 | -7.03% | |
| Treasurer Of The State Of North Carolina | 4.59% | 5,928,226 | $1,781,136,000 | $1,655,931,369 | -$125,204,631 | -7.03% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 2.42% | 5,627,000 | $1,690,632,150 | $1,571,789,910 | -$118,842,240 | -7.03% | |
| Royal Bank Of Canada | 0.26% | 5,185,113 | $1,557,866,000 | $1,448,357,614 | -$109,508,386 | -7.03% | |
| Ubs Group Ag | 0.24% | 5,127,567 | $1,540,577,505 | $1,432,283,290 | -$108,294,215 | -7.03% | |
| Susquehanna International Group, Llp | 1.33% | 4,974,054 | $1,494,454,524 | $1,389,402,504 | -$105,052,020 | -7.03% | |
| Bank Of Montreal | 0.48% | 4,406,597 | $1,323,962,110 | $1,230,894,740 | -$93,067,370 | -7.03% | |
| Hrt Financial Lp | 2.40% | 4,368,378 | $1,312,479,000 | $1,220,219,027 | -$92,259,973 | -7.03% | |
| Barclays Plc | 0.40% | 4,198,783 | $1,261,524,353 | $1,172,846,055 | -$88,678,298 | -7.03% | |
| Northern Trust Corp | 0.15% | 4,154,041 | $1,248,081,618 | $1,160,348,273 | -$87,733,345 | -7.03% | |
| Citigroup Inc | 0.57% | 4,112,214 | $1,235,514,733 | $1,148,664,737 | -$86,849,996 | -7.03% | |
| Lpl Financial Llc | 0.25% | 3,732,504 | $1,121,430,867 | $1,042,600,342 | -$78,830,525 | -7.03% | |
| Rafferty Asset Management, Llc | 2.33% | 3,410,936 | $1,024,815,721 | $952,776,753 | -$72,038,968 | -7.03% | |
| Jpmorgan Chase & Co | 0.06% | 3,368,229 | $1,007,000,390 | $940,847,407 | -$66,152,983 | -6.57% | |
| Wellington Management Group Llp | 0.16% | 3,068,234 | $921,850,905 | $857,049,803 | -$64,801,102 | -7.03% | |
| Pnc Financial Services Group, Inc. | 0.47% | 2,895,665 | $870,002,528 | $808,846,104 | -$61,156,424 | -7.03% | |
| Canada Pension Plan Investment Board | 0.46% | 2,781,000 | $835,551,450 | $776,816,730 | -$58,734,720 | -7.03% | |
| Fmr Llc | 0.03% | 2,612,800 | $785,015,796 | $729,833,424 | -$55,182,372 | -7.03% | |
| Jane Street Group, Llc | 0.44% | 2,278,718 | $684,640,823 | $636,514,299 | -$48,126,524 | -7.03% | |
| Us Bancorp \De\ | 0.70% | 2,129,304 | $639,749,714 | $594,778,486 | -$44,971,228 | -7.03% | |
| Raymond James Financial Inc | 0.17% | 2,056,250 | $617,800,244 | $574,372,313 | -$43,427,932 | -7.03% | |
| Bank Of New York Mellon Corp | 0.09% | 1,824,128 | $548,059,185 | $509,533,674 | -$38,525,511 | -7.03% | |
| M&T Bank Corp | 1.79% | 2,200,172 | $545,642,785 | $614,574,045 | +$68,931,260 | +12.63% | |
| Cetera Investment Advisers | 0.49% | 1,776,101 | $533,629,867 | $496,118,292 | -$37,511,575 | -7.03% | |
| Envestnet Asset Management Inc | 0.12% | 1,655,359 | $497,352,549 | $462,391,429 | -$34,961,120 | -7.03% | |
| Catalyst Capital Advisors Llc | 7.43% | 1,649,457 | $458,367,606 | $460,742,824 | +$2,375,218 | +0.52% | |
| Millburn Ridgefield Llc | 8.48% | 1,491,304 | $448,062,287 | $416,565,946 | -$31,496,341 | -7.03% | |
| Ameriprise Financial Inc | 0.09% | 1,451,478 | $434,991,033 | $405,441,350 | -$29,549,683 | -6.79% | |
| Jefferies Financial Group Inc. | 3.49% | 1,263,132 | $379,508,172 | $352,830,662 | -$26,677,510 | -7.03% | |
| Jones Financial Companies Lllp | 0.15% | 1,211,945 | $363,461,028 | $338,532,597 | -$24,928,431 | -6.86% | |
| Tudor Investment Corp Et Al | 1.42% | 1,144,729 | $343,933,828 | $319,757,152 | -$24,176,676 | -7.03% | |
| Truist Financial Corp | 0.40% | 1,222,566 | $339,738,884 | $341,499,361 | +$1,760,477 | +0.52% | |
| Pinnacle Financial Partners, Inc. | 2.21% | 1,080,574 | $324,658,585 | $301,836,735 | -$22,821,850 | -7.03% | |
| Fifth Third Bancorp | 0.46% | 942,299 | $283,113,516 | $263,212,380 | -$19,901,136 | -7.03% | |
| Aia Group Ltd | 3.31% | 965,716 | $268,362,819 | $269,753,450 | +$1,390,631 | +0.52% | |
| Valiant Capital Management, L.P. | 16.15% | 863,141 | $259,330,713 | $241,101,176 | -$18,229,537 | -7.03% | |
| Brown Advisory Inc | 0.40% | 860,024 | $258,394,335 | $240,230,504 | -$18,163,831 | -7.03% | |
| Brown Brothers Harriman & Co | 1.10% | 832,435 | $250,105,097 | $232,524,069 | -$17,581,028 | -7.03% | |
| Amg National Trust Bank | 5.09% | 823,139 | $247,311,708 | $229,927,417 | -$17,384,291 | -7.03% | |
| Mariner, Llc | 0.25% | 799,545 | $240,222,510 | $223,336,905 | -$16,885,605 | -7.03% | |
| Rockefeller Capital Management L.P. | 0.36% | 781,614 | $234,837,043 | $218,328,239 | -$16,508,804 | -7.03% | |
| Keybank National Association/Oh | 0.77% | 775,413 | $232,972,911 | $216,596,113 | -$16,376,798 | -7.03% | |
| Mirae Asset Securities (Usa) Inc. | 9.63% | 788,774 | $219,192,407 | $220,328,241 | +$1,135,834 | +0.52% | |
| Cibc Bancorp Usa Inc. | 0.27% | 716,347 | $214,947,903 | $200,097,208 | -$14,850,695 | -6.91% |
Frequently asked questions about IWM
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Who are the largest institutional holders of IWM?
The largest institutional holders of IWM reported in the latest SEC Form 13F filings include Bank Of America Corp , Morgan Stanley , Goldman Sachs Group Inc , Wells Fargo & Company/Mn , and Blackrock, Inc. . InsiderSet ranks institutional holders by their latest reported IWM position.
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What is IWM institutional ownership?
This page tracks IWM positions reported by institutional investment managers through SEC Form 13F. ISHARES RUSSELL 2000 ETF (IWM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
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How many institutions own IWM?
InsiderSet currently tracks 2,700 institutional managers reporting IWM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IWM shareholders.
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How much IWM stock do institutions own?
Institutional investment managers disclosed approximately $81.45B in IWM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
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When was IWM institutional ownership last updated?
The latest IWM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
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Are institutional IWM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IWM position after the reporting date.
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Are institutions buying or selling IWM?
Institutional buying and selling can be analyzed by comparing IWM positions across consecutive 13F reporting periods. InsiderSet's IWM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IWM ownership changes.
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How has IWM institutional ownership changed over time?
InsiderSet tracks IWM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.