ISHARES RUSSELL 2000 ETF (IWM) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $71.08B 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 $12.31B, representing an estimated gain of +19.35% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 51% 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

2,557

Total Reported Value

$71.08B

Largest Holder

Bank Of America Corp

Largest Position

$10.32B

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

30

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Bank Of America Corp0.75%41,595,539$10,315,693,679$12,311,863,589+$1,996,169,910+19.35%
Morgan Stanley0.44%29,761,929$7,380,959,212$8,809,233,365+$1,428,274,153+19.35%
Goldman Sachs Group Inc0.63%19,230,808$4,769,240,350$5,692,126,860+$922,886,510+19.35%
Blackrock, Inc.0.05%10,497,291$2,603,328,095$3,107,093,163+$503,765,068+19.35%
Wells Fargo & Company/Mn0.47%9,561,752$2,371,314,426$2,830,182,974+$458,868,548+19.35%
Empower Advisory Group, Llc5.53%8,590,751$2,130,506,203$2,542,776,388+$412,270,185+19.35%
Citigroup Inc1.34%8,469,615$2,100,464,441$2,506,921,344+$406,456,903+19.35%
Ubs Group Ag0.30%6,736,561$1,670,667,128$1,993,954,690+$323,287,562+19.35%
Royal Bank Of Canada0.29%6,233,175$1,545,829,000$1,844,957,468+$299,128,468+19.35%
Bnp Paribas Financial Markets1.01%6,167,466$1,529,531,568$1,825,508,261+$295,976,693+19.35%
Healthcare Of Ontario Pension Plan Trust Fund1.92%4,680,000$1,160,640,000$1,385,233,200+$224,593,200+19.35%
Barclays Plc0.41%4,676,775$1,159,840,200$1,384,278,632+$224,438,432+19.35%
Susquehanna International Group, Llp1.40%4,358,760$1,080,972,480$1,290,149,372+$209,176,892+19.35%
Northern Trust Corp0.14%4,147,706$1,028,631,088$1,227,679,499+$199,048,411+19.35%
Lpl Financial Llc0.25%3,737,240$926,835,427$1,106,185,668+$179,350,241+19.35%
Rafferty Asset Management, Llc3.68%3,657,167$906,977,416$1,082,484,860+$175,507,444+19.35%
Bank Of Montreal0.35%3,474,648$861,712,712$1,028,461,062+$166,748,350+19.35%
Us Bancorp \De\1.04%3,465,632$859,477,075$1,025,792,416+$166,315,341+19.35%
Jane Street Group, Llc0.80%2,984,479$740,150,792$883,375,939+$143,225,147+19.35%
Fmr Llc0.04%2,933,912$727,610,208$868,408,613+$140,798,405+19.35%
Canada Pension Plan Investment Board0.44%2,781,000$689,688,000$823,148,190+$133,460,190+19.35%
Pnc Financial Services Group, Inc.0.43%2,746,115$681,036,427$812,822,579+$131,786,152+19.35%
M&T Bank Corp1.74%2,050,047$508,411,785$606,793,412+$98,381,627+19.35%
Raymond James Financial Inc0.15%2,005,420$497,344,081$593,584,266+$96,240,185+19.35%
Aia Group Ltd6.72%1,864,118$462,301,264$551,760,287+$89,459,023+19.35%
Bank Of New York Mellon Corp0.08%1,854,365$459,882,616$548,873,496+$88,990,880+19.35%
Envestnet Asset Management Inc0.12%1,783,449$442,218,549$527,883,070+$85,664,521+19.37%
Cetera Investment Advisers0.46%1,758,333$436,066,627$520,448,985+$84,382,358+19.35%
Catalyst Capital Advisors Llc7.41%1,603,667$397,709,416$474,669,395+$76,959,979+19.35%
Millburn Ridgefield Llc8.56%1,603,667$397,709,416$474,669,395+$76,959,979+19.35%
Jump Financial, Llc5.68%1,548,574$384,046,352$458,362,418+$74,316,066+19.35%
Ameriprise Financial Inc0.08%1,476,654$366,260,401$437,074,817+$70,814,416+19.33%
Cibc World Market Inc.0.60%1,381,744$342,672,512$408,982,407+$66,309,895+19.35%
Truist Financial Corp0.40%1,182,855$293,348,134$350,113,251+$56,765,117+19.35%
Jones Financial Companies Lllp0.14%1,191,917$290,437,908$352,795,513+$62,357,605+21.47%
D. E. Shaw & Co., Inc.0.22%1,108,036$274,792,928$327,967,576+$53,174,648+19.35%
Wellington Management Group Llp0.05%1,090,063$270,335,624$322,647,747+$52,312,123+19.35%
Pinnacle Financial Partners, Inc.2.03%1,069,445$265,234,624$316,545,026+$51,310,402+19.35%
Durable Capital PartnersHenry Ellenbogen2.62%1,027,614$254,848,272$304,163,468+$49,315,196+19.35%
Mirae Asset Securities (Usa) Inc.11.90%1,015,994$251,966,512$300,724,064+$48,757,552+19.35%
Brown Advisory Inc0.40%981,679$243,456,372$290,567,167+$47,110,795+19.35%
Fifth Third Bancorp0.43%957,068$237,352,923$283,282,557+$45,929,634+19.35%
Gendell Jeffrey L3.22%954,068$236,608,864$282,394,587+$45,785,723+19.35%
Sherman Porfolios, Llc17.51%920,668$228,325,664$272,508,521+$44,182,857+19.35%
Valiant Capital Management, L.P.17.72%907,801$225,134,648$268,700,018+$43,565,370+19.35%
Jefferies Financial Group Inc.2.68%884,238$219,291,138$261,725,606+$42,434,468+19.35%
Amg National Trust Bank4.63%860,460$213,393,780$254,687,555+$41,293,775+19.35%
Keybank National Association/Oh0.71%787,623$195,330,504$233,128,532+$37,798,028+19.35%
Pathstone Holdings, Llc0.78%786,519$195,056,846$232,801,759+$37,744,913+19.35%
Rockefeller Capital Management L.P.0.34%770,766$191,150,924$228,139,028+$36,988,104+19.35%

Frequently asked questions about IWM

  • 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).

  • 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.

  • 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.