iShares Russell 2000 ETFIWMETF
13F holders, Q4 2024 (December 31)2,528holders +275
187new positions
105sold out
8famous investors
$220.93avg. 13F price*
At the end of Q4 2024, 2,528 institutions reported holding iShares Russell 2000 ETF (IWM) in their 13F filings, up 275 from Q3 2024. 187 opened new positions and 105 sold out. The largest holders were Bank of America Corp. ($7.3B), Morgan Stanley ($4.3B) and Wells Fargo & Company ($4.2B). 8 famous investors held it, including George Soros (4.2% of Soros Fund Management's portfolio), Paul Tudor Jones (1.6% of Tudor Investment Corporation's portfolio) and Israel Englander (0.3% of Millennium Management's portfolio).
- Company
- iShares Russell 2000 ETF
- CUSIP
- 464287655
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 187 | $975.4M |
| Exits | 105 | $629.3M |
All 13F filers, Q3 2024 → Q4 2024: 29,921,576 shares bought and 39,064,224 shares sold, net −9,142,648 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,528 holders
| Bank of America Corp. | 0.68% | Reduce -17.5% | 33,154,876 | $7.3B |
| Morgan Stanley | 0.30% | Add +7.8% | 19,540,458 | $4.3B |
| Wells Fargo & Company | 1.02% | Add +5.9% | 19,135,053 | $4.2B |
| Goldman Sachs Group Inc. | 0.71% | Reduce -27.1% | 16,639,748 | $3.7B |
| BlackRock, Inc. | 0.04% | Add +9.2% | 9,542,555 | $2.1B |
| Jones Financial Companies LLLP | 1.77% | Add +4.4% | 8,441,577 | $1.9B |
| Rafferty Asset Management, LLC | 6.20% | Add +0.4% | 7,929,117 | $1.8B |
| Empower Advisory Group, LLC | 5.86% | Add +2.6% | 7,878,078 | $1.7B |
| Susquehanna International Group, LLP | 2.50% | Add +84.0% | 7,572,862 | $1.7B |
| LPL Financial LLC | 0.63% | Add +4.0% | 7,014,687 | $1.5B |
| Healthcare of Ontario Pension Plan Trust Fund | 3.01% | Reduce -47.1% | 6,322,000 | $1.4B |
| BNP Paribas Financial Markets | 1.08% | Reduce -9.3% | 6,241,052 | $1.4B |
| UBS Group AG | 0.24% | Add +50.6% | 4,934,525 | $1.1B |
| Royal Bank of Canada | 0.21% | Reduce -22.0% | 4,372,481 | $966.1M |
| Northern Trust Corp. | 0.13% | Add +5.5% | 4,022,610 | $888.8M |
| US Bancorp \de | 1.12% | Reduce -0.4% | 3,864,346 | $853.9M |
| HRT Financial LP | 4.36% | Add +10.8% | 3,818,865 | $843.8M |
| JPMorgan Chase & Co. | 0.07% | Reduce -12.3% | 3,781,446 | $835.5M |
| Bank of Montreal | 0.39% | Add +42.1% | 3,506,356 | $774.8M |
| PNC Financial Services Group, Inc. | 0.46% | Reduce -0.1% | 3,125,652 | $690.6M |
| Cibc World Market Inc. | 1.46% | Add +18.1% | 2,868,379 | $633.8M |
| M&T Bank Corp | 2.06% | Reduce -8.6% | 2,775,011 | $613.2M |
| Barclays PLC | 0.26% | Add +167.0% | 2,367,668 | $523.2M |
| Raymond James Financial Inc. | 0.17% | — | 2,114,691 | $467.3M |
| Jefferies Financial Group Inc. | 5.08% | Add +218.8% | 1,990,062 | $439.7M |
| Bank of New York Mellon Corp | 0.08% | Reduce -1.2% | 1,946,345 | $430.1M |
| Ameriprise Financial Inc. | 0.11% | Add +12.3% | 1,937,378 | $428.0M |
| FMR LLC | 0.03% | Add +0.8% | 1,893,984 | $418.5M |
| Canada Pension Plan Investment Board | 0.36% | No change | 1,723,000 | $380.7M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -7.5% | 1,709,463 | $377.7M |
| Millburn Ridgefield LLC | 8.73% | Add +5.5% | 1,579,126 | $348.9M |
| Catalyst Capital Advisors LLC | 7.43% | Add +5.5% | 1,579,126 | $348.9M |
| Jane Street Group, LLC | 0.54% | Add +523.3% | 1,507,332 | $333.1M |
| Truist Financial Corp. | 0.50% | Add +3.8% | 1,454,819 | $321.5M |
| Millennium Management | 0.28% | Add +99.1% | 1,411,328 | $311.8M |
| Alliancebernstein L.P. | 0.08% | Add +90.0% | 1,079,970 | $238.6M |
| Envestnet Portfolio Solutions, Inc. | 0.73% | Add +2.2% | 1,008,549 | $222.8M |
| Pathstone Holdings, LLC | 0.89% | Reduce -3.0% | 907,548 | $200.5M |
| Rockefeller Capital Management L.P. | 0.52% | Add +9.3% | 902,588 | $199.4M |
| AMG National Trust Bank | 5.42% | Reduce -2.6% | 890,840 | $196.6M |
| Avantax Advisory Services, Inc. | 1.20% | Add +2.4% | 866,569 | $191.5M |
| Citigroup Inc. | 0.18% | Reduce -32.9% | 860,383 | $190.1M |
| Durable Capital Partners LP | 1.55% | Reduce -27.2% | 860,027 | $190.0M |
| Brown Advisory Inc. | 0.23% | Add +9.3% | 833,656 | $184.2M |
| 59 North Capital Management, LP | 8.60% | Add +84.4% | 833,096 | $184.1M |
| Keybank National Association | 0.70% | Reduce -0.6% | 822,424 | $181.7M |
| Commonwealth Equity Services, LLC | 0.25% | Add +11.2% | 780,002 | $172.3M |
| Soros Fund Management | 4.20% | New | 751,800 | $166.1M |
| Franklin Resources Inc. | 0.05% | Add +8.2% | 751,319 | $166.0M |
| Cetera Investment Advisers | 0.34% | Add +6.5% | 738,671 | $163.2M |
| Synovus Financial Corp. | 2.06% | Add +0.2% | 732,734 | $161.9M |
| HighTower Advisors, LLC | 0.22% | Add +12.7% | 722,894 | $159.7M |
| LBMC Investment Advisors, LLC | 12.45% | Add +0.8% | 714,873 | $158.0M |
| Mariner, LLC | 0.26% | Add +5.7% | 708,805 | $156.6M |
| Fifth Third Bancorp | 0.56% | Reduce -4.4% | 702,984 | $155.3M |
| Tudor Investment Corporation | 1.61% | Reduce -0.2% | 685,294 | $151.4M |
| Wellington Management Group LLP | 0.03% | Reduce -55.5% | 676,530 | $149.5M |
| Stifel Financial Corp. | 0.15% | Add +9.6% | 657,998 | $145.4M |
| Sand Hill Global Advisors, LLC | 5.93% | Reduce -0.2% | 633,928 | $140.1M |
| Tiaa Trust, National Association | 0.42% | Reduce -2.2% | 629,431 | $139.1M |
| Redwood Investment Management, LLC | 13.44% | Reduce -3.8% | 623,612 | $137.8M |
| Creative Planning | 0.13% | Add +5.8% | 593,418 | $131.1M |
| Factory Mutual Insurance Co. | 1.41% | Add +3.1% | 589,455 | $130.2M |
| Baird Financial Group, Inc. | 0.25% | Reduce -34.5% | 582,800 | $128.8M |
| CIBC Private Wealth Group LLC | 0.23% | Reduce -7.4% | 575,086 | $127.5M |
| Cerity Partners LLC | 0.26% | Add +3.5% | 546,009 | $120.6M |
| Bank of Nova Scotia | 0.21% | Add +2567.6% | 539,463 | $119.2M |
| Blair William & Co. | 0.34% | Add +7.2% | 529,808 | $117.1M |
| Broadwood Capital Inc. | 8.98% | No change | 519,920 | $114.9M |
| Commerce Bank | 0.66% | Reduce -0.8% | 482,819 | $106.7M |
| MAI Capital Management | 0.75% | Add +3.3% | 456,761 | $100.9M |
| SG Americas Securities, LLC | 0.44% | Add +59.5% | 454,171 | $100.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 2.88% | Reduce -1.8% | 452,963 | $100.1M |
| CSM Advisors, LLC | 4.66% | Add +242.9% | 450,600 | $99.6M |
| Balyasny Asset Management L.P. | 0.23% | Reduce -22.1% | 445,398 | $98.4M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +0.8% | 443,822 | $98.1M |
| Brookstone Capital Management | 1.43% | Add +3859.8% | 443,492 | $98.0M |
| Osaic Holdings, Inc. | 0.22% | Add +0.2% | 434,935 | $96.2M |
| Glenmede Trust Co. NA | 0.48% | Reduce -17.0% | 422,042 | $93.3M |
| State of New Jersey Common Pension Fund D | 0.36% | No change | 402,418 | $88.9M |
| Focus Partners Wealth | 0.23% | Add +6.5% | 396,696 | $87.7M |
| Cresset Asset Management, LLC | 0.42% | Reduce -19.4% | 395,139 | $87.3M |
| Citizens Financial Group Inc. | 1.70% | Add +6.4% | 394,594 | $87.2M |
| National Bank of Canada | 0.11% | Reduce -11.9% | 378,264 | $83.6M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.25% | Add +9991.0% | 338,554 | $82.6M |
| IMC-Chicago, LLC | 2.16% | Reduce -21.4% | 358,017 | $79.1M |
| Parallax Volatility Advisers, L.P. | 1.98% | Add +15.2% | 352,533 | $77.9M |
| Halbert Hargrove Global Advisors, LLC | 4.37% | Add +1.8% | 352,360 | $77.9M |
| HSBC Holdings PLC | 0.05% | Reduce -42.4% | 351,895 | $77.8M |
| LMR Partners LLP | 1.75% | Add +338.9% | 346,483 | $76.6M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Add +29.7% | 335,461 | $74.1M |
| WASHINGTON TRUST Co | 2.63% | Reduce -1.7% | 331,742 | $73.3M |
| No Street GP LP | 4.85% | New | 325,000 | $71.8M |
| Parkside Investments, LLC | 10.45% | Add +0.8% | 315,333 | $69.7M |
| Arvest Bank Trust Division | 4.15% | Reduce -1.6% | 311,480 | $68.8M |
| Alaska Permanent Fund Corp | 1.02% | No change | 309,518 | $68.4M |
| Victory Capital Management Inc. | 0.07% | Add +312.4% | 306,424 | $67.7M |
| Moneta Group Investment Advisors LLC | 0.95% | Add +0.6% | 306,230 | $67.7M |
| Corient Private Wealth LP | 0.11% | Reduce -10.2% | 336,347 | $67.4M |
| Comerica Bank | 0.27% | Add +1.6% | 302,250 | $66.8M |
"% of holder's portfolio" is IWM's weight in each manager's 13F, not the share of iShares Russell 2000 ETF the manager owns.