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IWM

iShares Russell 2000 ETF
1W: -0.7% 1M: +2.2% 3M: +6.8% YTD: +13.6% 1Y: +36.3% 3Y: +69.6% 5Y: +35.7%
$285.12
+2.63 (+0.93%)
 
Weekly Expected Move ±2.5%
$264 $271 $278 $285 $292
ETF AMEX · AUM $77.8B

Institutional Ownership — IWM

2,873
Institutional Holders
-8 vs prior quarter
0.0%
Ownership
+0.00pp
60B
Total Invested
171
New Positions
839
Increased
1278
Reduced
346
Closed
1.72
Put/Call Ratio

Ownership Trends

Top Institutional Holders (2964 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BANK OF AMERICA CORP /DE 41,595,539 11.9B -2,156,196 -4.9% 13Q SEC ↗
2 GOLDMAN SACHS GROUP INC 19,230,808 5.5B -10,243,098 -34.8% 13Q SEC ↗
3 MORGAN STANLEY 17,121,140 4.9B -1,030,829 -5.7% 12Q SEC ↗
4 WELLS FARGO & COMPANY/MN 12,130,909 3.5B -1,031,844 -7.8% 12Q SEC ↗
5 BlackRock, Inc. 10,497,291 3.0B +160,152 +1.5% 7Q SEC ↗
6 Empower Advisory Group, LLC 8,590,751 2.4B +120,455 +1.4% 13Q SEC ↗
7 UBS Group AG 6,736,561 1.9B +1,911,669 +39.6% 13Q SEC ↗
8 ROYAL BANK OF CANADA 6,233,175 1.8B -1,704,290 -21.5% 13Q SEC ↗
9 BNP PARIBAS FINANCIAL MARKETS 6,167,466 1.8B +1,205,881 +24.3% 13Q SEC ↗
10 JPMORGAN CHASE & CO 6,156,648 1.8B +2,063,362 +50.4% 13Q SEC ↗
11 Treasurer of the State of North Caroli 5,913,256 1.7B +3,884,893 +191.5% 5Q SEC ↗
12 HEALTHCARE OF ONTARIO PENSION PLAN TRU 4,680,000 1.3B -249,000 -5.1% 13Q SEC ↗
13 BARCLAYS PLC 4,676,775 1.3B +1,143,326 +32.4% 13Q SEC ↗
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,358,760 1.2B +462,362 +11.9% 13Q SEC ↗
15 NORTHERN TRUST CORP 4,147,706 1.2B -104,866 -2.5% 13Q SEC ↗
16 HRT FINANCIAL LP 3,924,227 1.1B -194,938 -4.7% 13Q SEC ↗
17 LPL Financial LLC 3,737,240 1.1B -3,709,737 -49.8% 13Q SEC ↗
18 Rafferty Asset Management, LLC 3,657,167 1.0B -1,321,565 -26.5% 13Q SEC ↗
19 BANK OF MONTREAL /CAN 3,474,648 $991M -247,923 -6.7% 13Q SEC ↗
20 US BANCORP \DE 3,465,632 $988M +1,156,047 +50.1% 13Q SEC ↗
21 PNC FINANCIAL SERVICES GROUP, INC. 3,187,467 $909M +197,189 +6.6% 13Q SEC ↗
22 CITIGROUP INC 3,181,135 $907M +666,584 +26.5% 12Q SEC ↗
23 JANE STREET GROUP, LLC 2,984,479 $851M +1,063,224 +55.3% 13Q SEC ↗
24 FMR LLC 2,933,912 $837M +741,080 +33.8% 13Q SEC ↗
25 CANADA PENSION PLAN INVESTMENT BOARD 2,781,000 $793M +0.0% 12Q SEC ↗
26 M&T Bank Corp 2,050,047 $585M -323,667 -13.6% 13Q SEC ↗
27 RAYMOND JAMES FINANCIAL INC 2,005,420 $572M +119,195 +6.3% 6Q SEC ↗
28 AIA Group Ltd 1,864,118 $531M +1,201,808 +181.5% 2Q SEC ↗
29 Bank of New York Mellon Corp 1,854,365 $529M -46,092 -2.4% 13Q SEC ↗
30 ENVESTNET ASSET MANAGEMENT INC 1,783,449 $508M -246,397 -12.1% 13Q SEC ↗
31 Cetera Investment Advisers 1,758,333 $501M +33,853 +2.0% 13Q SEC ↗
32 Millburn Ridgefield LLC /DE 1,603,667 $457M +171,918 +12.0% 13Q SEC ↗
33 Catalyst Capital Advisors LLC 1,603,667 $457M +171,918 +12.0% 13Q SEC ↗
34 Jump Financial, LLC 1,548,574 $442M -106,454 -6.4% 5Q SEC ↗
35 AMERIPRISE FINANCIAL INC 1,476,654 $421M +102,386 +7.5% 13Q SEC ↗
36 CIBC WORLD MARKET INC. 1,381,744 $394M -487,721 -26.1% 13Q SEC ↗
37 JONES FINANCIAL COMPANIES LLLP 1,191,917 $340M +152,917 +14.7% 13Q SEC ↗
38 TRUIST FINANCIAL CORP 1,182,855 $337M -76,974 -6.1% 13Q SEC ↗
39 Allianz Asset Management GmbH 1,173,150 $334M +1,138,750 +3310.3% 2Q SEC ↗
40 WELLINGTON MANAGEMENT GROUP LLP 1,090,063 $311M +156,964 +16.8% 13Q SEC ↗
41 Pinnacle Financial Partners, Inc. 1,069,445 $305M -989,672 -48.1% 2Q SEC ↗
42 BROWN ADVISORY INC 1,018,260 $290M +120,666 +13.4% 12Q SEC ↗
43 MIRAE ASSET SECURITIES (USA) INC. 1,015,994 $290M -70,537 -6.5% 6Q SEC ↗
44 CITADEL ADVISORS LLC 968,004 $276M +488,008 +101.7% 12Q SEC ↗
45 FIFTH THIRD BANCORP 957,068 $273M +364,779 +61.6% 13Q SEC ↗
46 SHERMAN PORFOLIOS, LLC 920,668 $263M +912,239 +10822.6% 2Q SEC ↗
47 Valiant Capital Management, L.P. 907,801 $259M +250,500 +38.1% 5Q SEC ↗
48 ALLIANCEBERNSTEIN L.P. 898,493 $256M -23,119 -2.5% 12Q SEC ↗
49 Jefferies Financial Group Inc. 884,238 $252M -842,653 -48.8% 13Q SEC ↗
50 AMG National Trust Bank 860,460 $245M +37,843 +4.6% 13Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
HolderPrev SharesPrev Value
Holocene Advisors, LP 5,700,000 1.6B
IMC-Chicago, LLC 1,585,486 $452M
Varma Mutual Pension Insurance Co 1,458,061 $416M
CTC LLC 339,320 $97M
Balyasny Asset Management L.P. 319,832 $91M
AXXCESS WEALTH MANAGEMENT, LLC 238,205 $68M
TWO SIGMA INVESTMENTS, LP 217,800 $62M
Mizuho Bank, Ltd. 215,000 $61M
FLOW TRADERS U.S. LLC 204,294 $58M
Q Global Advisors, LLC 200,000 $57M
CAPSTONE INVESTMENT ADVISORS, LLC 184,760 $53M
Senator Investment Group LP 182,000 $52M
ALKEON CAPITAL MANAGEMENT LLC 179,500 $51M
CI INVESTMENTS INC. 174,700 $50M
59 North Capital Management, LP 174,219 $50M
A&I FINANCIAL SERVICES, LLC 169,929 $48M
Newbrook Capital Advisors LP 168,653 $48M
LMR Partners LLP 145,169 $41M
Starboard Value LP 137,000 $39M
DE BURLO GROUP INC 136,020 $39M
Biggest Increases (20)
HolderAddedChange %Total Shares
Treasurer of the State of North Car +3,884,893 +191.5% 5,913,256
JPMORGAN CHASE & CO +2,063,362 +50.4% 6,156,648
UBS Group AG +1,911,669 +39.6% 6,736,561
BNP PARIBAS FINANCIAL MARKETS +1,205,881 +24.3% 6,167,466
AIA Group Ltd +1,201,808 +181.5% 1,864,118
US BANCORP \DE +1,156,047 +50.1% 3,465,632
BARCLAYS PLC +1,143,326 +32.4% 4,676,775
Allianz Asset Management GmbH +1,138,750 +3310.3% 1,173,150
JANE STREET GROUP, LLC +1,063,224 +55.3% 2,984,479
SHERMAN PORFOLIOS, LLC +912,239 +10822.6% 920,668
FMR LLC +741,080 +33.8% 2,933,912
CITIGROUP INC +666,584 +26.5% 3,181,135
CITADEL ADVISORS LLC +488,008 +101.7% 968,004
SUSQUEHANNA INTERNATIONAL GROUP, LL +462,362 +11.9% 4,358,760
USA FINANCIAL FORMULAS +433,165 +15520.1% 435,956
D. E. Shaw & Co., Inc. +420,179 +176.4% 658,359
TUDOR INVESTMENT CORP ET AL +398,624 +178.4% 622,090
FIFTH THIRD BANCORP +364,779 +61.6% 957,068
BROWN BROTHERS HARRIMAN & CO +357,403 +284.0% 483,271
SG Americas Securities, LLC +261,789 +96.2% 533,865
Biggest Decreases (20)
HolderReducedChange %Total Shares
GOLDMAN SACHS GROUP INC -10,243,098 -34.8% 19,230,808
LPL Financial LLC -3,709,737 -49.8% 3,737,240
BANK OF AMERICA CORP /DE -2,156,196 -4.9% 41,595,539
ROYAL BANK OF CANADA -1,704,290 -21.5% 6,233,175
Rockefeller Capital Management L.P. -1,619,711 -67.8% 770,766
Rafferty Asset Management, LLC -1,321,565 -26.5% 3,657,167
WELLS FARGO & COMPANY/MN -1,031,844 -7.8% 12,130,909
MORGAN STANLEY -1,030,829 -5.7% 17,121,140
Pinnacle Financial Partners, Inc. -989,672 -48.1% 1,069,445
Jefferies Financial Group Inc. -842,653 -48.8% 884,238
Corient Private Wealth LLC -808,241 -61.8% 500,181
HSBC HOLDINGS PLC -807,515 -73.4% 291,965
TIAA TRUST, NATIONAL ASSOCIATION -520,030 -92.1% 44,695
CIBC WORLD MARKET INC. -487,721 -26.1% 1,381,744
BANCO BILBAO VIZCAYA ARGENTARIA, S. -428,667 -83.4% 85,088
MONEY CONCEPTS CAPITAL CORP -356,677 -98.3% 6,233
M&T Bank Corp -323,667 -13.6% 2,050,047
HALBERT HARGROVE GLOBAL ADVISORS, L -283,145 -76.8% 85,512
MILLENNIUM MANAGEMENT LLC -276,660 -31.7% 596,431
Silver Point Capital L.P. -267,927 -90.5% 28,073

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms