IWM Institutional Ownership
iShares Russell 2000 ETF
1W: -0.2%
1M: -4.0%
3M: -5.8%
YTD: +13.2%
1Y: +16.5%
3Y: +64.2%
5Y: +33.4%
$281.52
+2.50 (+0.90%)
Weekly Expected Move ±1.6%
$273
$277
$282
$286
$290
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IWM
2,967
Institutional Holders
+79 vs prior quarter
0.0%
Ownership
+0.00pp
83B
Total Invested
288
New Positions
823
Increased
1173
Reduced
94
Closed
1.98
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2989 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 35,580,461 | 10.0B | -6,015,078 | -14.5% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 18,693,662 | 5.3B | -11,068,267 | -37.2% | 60Q | SEC ↗ |
| 3 | GOLDMAN SACHS GROUP INC | 17,901,802 | 5.0B | -1,329,006 | -6.9% | 15Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 11,796,516 | 3.3B | +2,234,764 | +23.4% | 100Q | SEC ↗ |
| 5 | BlackRock, Inc. | 10,533,415 | 3.0B | +36,124 | +0.3% | 8Q | SEC ↗ |
| 6 | Empower Advisory Group, LLC | 7,928,734 | 2.2B | -662,017 | -7.7% | 14Q | SEC ↗ |
| 7 | BNP PARIBAS FINANCIAL MARKETS | 7,071,360 | 2.0B | +903,894 | +14.7% | 76Q | SEC ↗ |
| 8 | Treasurer of the State of North Caroli | 5,928,226 | 1.7B | +14,970 | +0.3% | 6Q | SEC ↗ |
| 9 | HEALTHCARE OF ONTARIO PENSION PLAN TRU | 5,627,000 | 1.6B | +947,000 | +20.2% | 27Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 5,185,113 | 1.5B | -1,048,062 | -16.8% | 87Q | SEC ↗ |
| 11 | UBS Group AG | 5,127,567 | 1.4B | -1,608,994 | -23.9% | 47Q | SEC ↗ |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,974,054 | 1.4B | +615,294 | +14.1% | 29Q | SEC ↗ |
| 13 | BANK OF MONTREAL /CAN | 4,406,597 | 1.2B | +931,949 | +26.8% | 53Q | SEC ↗ |
| 14 | HRT FINANCIAL LP | 4,368,378 | 1.2B | +444,151 | +11.3% | 23Q | SEC ↗ |
| 15 | BARCLAYS PLC | 4,198,783 | 1.2B | -477,992 | -10.2% | 67Q | SEC ↗ |
| 16 | NORTHERN TRUST CORP | 4,154,041 | 1.2B | +6,335 | +0.2% | 100Q | SEC ↗ |
| 17 | CITIGROUP INC | 4,112,214 | 1.2B | -4,357,401 | -51.4% | 83Q | SEC ↗ |
| 18 | LPL Financial LLC | 3,732,504 | 1.1B | -4,736 | -0.1% | 54Q | SEC ↗ |
| 19 | Rafferty Asset Management, LLC | 3,410,936 | 960M | -246,231 | -6.7% | 61Q | SEC ↗ |
| 20 | JPMORGAN CHASE & CO | 3,368,229 | 948M | -2,788,419 | -45.3% | 93Q | SEC ↗ |
| 21 | PNC Financial Services Group, Inc. | 3,330,976 | 938M | +143,509 | +4.5% | 15Q | SEC ↗ |
| 22 | WELLINGTON MANAGEMENT GROUP LLP | 3,068,234 | 864M | +1,978,171 | +181.5% | 83Q | SEC ↗ |
| 23 | CANADA PENSION PLAN INVESTMENT BOARD | 2,781,000 | 783M | — | +0.0% | 32Q | SEC ↗ |
| 24 | FMR LLC | 2,612,800 | 736M | -321,112 | -10.9% | 90Q | SEC ↗ |
| 25 | JANE STREET GROUP, LLC | 2,278,718 | 642M | -705,761 | -23.6% | 32Q | SEC ↗ |
| 26 | M&T Bank Corp | 2,186,976 | 616M | -13,196 | -0.6% | 20Q | SEC ↗ |
| 27 | US BANCORP \DE | 2,129,304 | 599M | -1,336,328 | -38.6% | 102Q | SEC ↗ |
| 28 | RAYMOND JAMES FINANCIAL INC | 2,056,250 | 579M | +50,830 | +2.5% | 7Q | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 1,824,128 | 514M | -30,237 | -1.6% | 76Q | SEC ↗ |
| 30 | Cetera Investment Advisers | 1,776,101 | 500M | +17,768 | +1.0% | 43Q | SEC ↗ |
| 31 | ENVESTNET ASSET MANAGEMENT INC | 1,655,359 | 466M | -128,090 | -7.2% | 79Q | SEC ↗ |
| 32 | Catalyst Capital Advisors LLC | 1,491,304 | 420M | -112,363 | -7.0% | 40Q | SEC ↗ |
| 33 | Millburn Ridgefield LLC /DE | 1,491,304 | 420M | -112,363 | -7.0% | 39Q | SEC ↗ |
| 34 | AMERIPRISE FINANCIAL INC | 1,451,478 | 409M | -25,176 | -1.7% | 16Q | SEC ↗ |
| 35 | Jefferies Financial Group Inc. | 1,263,132 | 356M | +378,894 | +42.8% | 15Q | SEC ↗ |
| 36 | JONES FINANCIAL COMPANIES LLLP | 1,211,945 | 341M | +20,028 | +1.7% | 26Q | SEC ↗ |
| 37 | TRUIST FINANCIAL CORP | 1,150,784 | 324M | -32,071 | -2.7% | 53Q | SEC ↗ |
| 38 | TUDOR INVESTMENT CORP ET AL | 1,144,729 | 322M | +1,135,170 | +11875.4% | 8Q | SEC ↗ |
| 39 | Pinnacle Financial Partners, Inc. | 1,080,574 | 304M | +11,129 | +1.0% | 3Q | SEC ↗ |
| 40 | FIFTH THIRD BANCORP | 942,299 | 265M | -14,769 | -1.5% | 26Q | SEC ↗ |
| 41 | True Freedom Investing, LLC | 904,461 | 255M | -16,207 | -1.8% | 3Q | SEC ↗ |
| 42 | Ensign Peak Advisors, Inc | 892,577 | 251M | +750,000 | +526.0% | 6Q | SEC ↗ |
| 43 | Valiant Capital Management, L.P. | 863,141 | 243M | -44,660 | -4.9% | 6Q | SEC ↗ |
| 44 | BROWN ADVISORY INC | 860,024 | 242M | -121,655 | -12.4% | 65Q | SEC ↗ |
| 45 | BROWN BROTHERS HARRIMAN & CO | 832,435 | 234M | +349,164 | +72.3% | 15Q | SEC ↗ |
| 46 | Pathstone Holdings, LLC | 827,314 | 233M | +40,795 | +5.2% | 11Q | SEC ↗ |
| 47 | AMG National Trust Bank | 823,139 | 232M | -37,321 | -4.3% | 79Q | SEC ↗ |
| 48 | Mariner, LLC | 799,545 | 225M | +123,890 | +18.3% | 63Q | SEC ↗ |
| 49 | Rockefeller Capital Management L.P. | 781,614 | 220M | +10,848 | +1.4% | 34Q | SEC ↗ |
| 50 | KEYBANK NATIONAL ASSOCIATION/OH | 775,413 | 218M | -12,210 | -1.6% | 99Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 348,840 | 98M |
| Alphadyne Asset Management LP | 294,461 | 83M |
| Woodline Partners LP | 240,000 | 68M |
| USA FINANCIAL FORMULAS | 206,442 | 58M |
| Cinctive Capital Management LP | 175,100 | 49M |
| CREDIT AGRICOLE S A | 137,939 | 39M |
| EMC Capital Management | 128,970 | 36M |
| Balyasny Asset Management L.P. | 99,639 | 28M |
| Gimbal Financial | 95,751 | 27M |
| MIRABELLA FINANCIAL SERVICES LLP | 94,900 | 27M |
| AKUNA SECURITIES LLC | 92,671 | 26M |
| MANGROVE PARTNERS IM, LLC | 92,192 | 26M |
| J.W. COLE ADVISORS, INC. | 91,810 | 26M |
| POTOMAC FUND MANAGEMENT INC /ADV | 79,800 | 22M |
| Squarepoint Ops LLC | 76,126 | 21M |
| CAPSTONE INVESTMENT ADVISORS, LLC | 68,994 | 19M |
| Gainplan LLC | 60,697 | 17M |
| ALONGSIDE, LLC | 58,505 | 16M |
| Diversify Advisory Services, LLC | 55,597 | 16M |
| Global Retirement Partners, LLC | 55,579 | 16M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| IMC-Chicago, LLC | 1,585,486 | 446M |
| Durable Capital Partners LP | 1,027,614 | 289M |
| GENDELL JEFFREY L | 954,068 | 269M |
| TWO SIGMA INVESTMENTS, LP | 251,870 | 71M |
| ALKEON CAPITAL MANAGEMENT LLC | 179,500 | 51M |
| CI INVESTMENTS INC. | 174,700 | 49M |
| A&I FINANCIAL SERVICES, LLC | 169,929 | 48M |
| Newbrook Capital Advisors LP | 168,653 | 47M |
| LMR Partners LLP | 145,169 | 41M |
| TD Asset Management Inc | 141,572 | 40M |
| DE BURLO GROUP INC | 136,020 | 38M |
| Belvedere Trading LLC | 100,877 | 28M |
| PRUDENTIAL PLC | 84,400 | 24M |
| Azora Capital LP | 69,401 | 20M |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | 51,440 | 14M |
| BRITISH COLUMBIA INVESTMENT MANAGEM | 50,000 | 14M |
| SummitTX Capital, L.P. | 49,513 | 14M |
| Clal Insurance Enterprises Holdings | 48,000 | 14M |
| EVOKE WEALTH, LLC | 41,603 | 12M |
| Ridgepath Capital Management LLC | 37,239 | 10M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | +2,234,764 | +23.4% | 11,796,516 |
| WELLINGTON MANAGEMENT GROUP LLP | +1,978,171 | +181.5% | 3,068,234 |
| TUDOR INVESTMENT CORP ET AL | +1,135,170 | +11875.4% | 1,144,729 |
| HEALTHCARE OF ONTARIO PENSION PLAN | +947,000 | +20.2% | 5,627,000 |
| BANK OF MONTREAL /CAN | +931,949 | +26.8% | 4,406,597 |
| BNP PARIBAS FINANCIAL MARKETS | +903,894 | +14.7% | 7,071,360 |
| Ensign Peak Advisors, Inc | +750,000 | +526.0% | 892,577 |
| PINKERTON WEALTH, LLC | +741,265 | +7281.6% | 751,445 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +615,294 | +14.1% | 4,974,054 |
| SIMPLEX TRADING, LLC | +520,581 | +3207.7% | 536,810 |
| HRT FINANCIAL LP | +444,151 | +11.3% | 4,368,378 |
| USA FINANCIAL FORMULAS | +433,165 | +15520.1% | 435,956 |
| TORONTO DOMINION BANK | +408,541 | +363.2% | 521,038 |
| Jefferies Financial Group Inc. | +378,894 | +42.8% | 1,263,132 |
| BROWN BROTHERS HARRIMAN & CO | +349,164 | +72.3% | 832,435 |
| NOMURA ASSET MANAGEMENT INTERNATION | +337,812 | +17603.5% | 339,731 |
| Angeles Investment Advisors, LLC | +230,205 | +461.6% | 280,081 |
| CSM Advisors, LLC | +177,221 | +5538.2% | 180,421 |
| PNC Financial Services Group, Inc. | +143,509 | +4.5% | 3,330,976 |
| All Terrain Financial Advisors, LLC | +132,360 | +99.4% | 265,529 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -11,068,267 | -37.2% | 18,693,662 |
| BANK OF AMERICA CORP /DE | -6,015,078 | -14.5% | 35,580,461 |
| CITIGROUP INC | -4,357,401 | -51.4% | 4,112,214 |
| JPMORGAN CHASE & CO | -2,788,419 | -45.3% | 3,368,229 |
| AIA Group Ltd | -1,726,164 | -92.6% | 137,954 |
| UBS Group AG | -1,608,994 | -23.9% | 5,127,567 |
| US BANCORP \DE | -1,336,328 | -38.6% | 2,129,304 |
| GOLDMAN SACHS GROUP INC | -1,329,006 | -6.9% | 17,901,802 |
| Jump Financial, LLC | -1,108,153 | -71.6% | 440,421 |
| ROYAL BANK OF CANADA | -1,048,062 | -16.8% | 5,185,113 |
| D. E. Shaw & Co., Inc. | -1,046,785 | -94.5% | 61,251 |
| CIBC WORLD MARKET INC. | -708,729 | -51.3% | 673,015 |
| JANE STREET GROUP, LLC | -705,761 | -23.6% | 2,278,718 |
| Empower Advisory Group, LLC | -662,017 | -7.7% | 7,928,734 |
| Walleye Trading LLC | -511,314 | -87.2% | 75,249 |
| BARCLAYS PLC | -477,992 | -10.2% | 4,198,783 |
| Blackstone Inc. | -452,730 | -79.7% | 115,469 |
| Jain Global LLC | -411,866 | -81.0% | 96,447 |
| Hudson Bay Capital Management LP | -324,090 | -95.1% | 16,710 |
| FMR LLC | -321,112 | -10.9% | 2,612,800 |