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Who Owns iShares Russell 2000 Index Fund
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Russell 2000 Index Fund.
Who crossed 5% of IWM →Managers holding
132
as of 2026-09-30
Reported value
$1.2B
summed across filings
Shares held
4.4M
Added vs trimmed
42 / 48
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Two Seas Capital LPRUSSELL 2000 ETF2.5M shadded | $688.5M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF266.3K shtrimmed | $74M |
| Ayalon Insurance Comp Ltd.ETP105.8K shadded | $29.4M |
| TITLEIST ASSET MANAGEMENT, LLCRUSSELL 2000 ETF101.4K shtrimmed | $28.2M |
| Farther Finance Advisors, LLCETF98.3K shadded | $27.3M |
| Valeo Financial Advisors, LLCETF98.2K shtrimmed | $27.3M |
| Kaydan Wealth Management, Inc.RUSSELL 2000 ETF93.8K shadded | $26.1M |
| Baron Financial Group, LLCRUSSELL 2000 ETF70.5K shtrimmed | $19.6M |
| ANB BANKCom70.4K shtrimmed | $19.6M |
| First Heartland Consultants, Inc.RUSSELL 2000 ETF65.9K shadded | $18.3M |
| Great Waters Wealth ManagementRUSSELL 2000 ETF64.3K shtrimmed | $17.9M |
| RTD Financial Advisors, Inc.RUSSELL 2000 ETF56.4K shtrimmed | $15.7M |
| EASTERN BANKRUSSELL 2000 ETF52.8K shtrimmed | $14.7M |
| Platt Investment Counsel, LLCRUSSELL 2000 ETF41K shadded | $11.4M |
| TOMPKINS FINANCIAL CORPRUSSELL 2000 ETF36.6K shadded | $10.2M |
| Monument Capital ManagementRUSSELL 2000 ETF35.5K shadded | $9.9M |
| CENTRAL BANK & TRUST COEquities33.4K shtrimmed | $9.3M |
| Iowa State BankCom31.5K shadded | $8.8M |
| Venture Visionary Partners LLCRUSSELL 2000 ETF28.8K shadded | $8M |
| Avidian Wealth Enterprises, LLCRUSSELL 2000 ETF28.3K shadded | $7.9M |
| YHB Investment Advisors, Inc.RUSSELL 2000 ETF26.2K shadded | $7.3M |
| Apella Capital, LLCRUSSELL 2000 ETF25.1K shadded | $7M |
| PFW Advisors LLCRUSSELL 2000 ETF24.3K shtrimmed | $6.7M |
| STEPH & CORUSSELL 2000 ETF18.4K shtrimmed | $5.1M |
| Sunburst Financial Group, LLCRUSSELL 2000 ETF18.3K shheld | $5.1M |
| CANANDAIGUA NATIONAL BANK & TRUST COCom18.2K shtrimmed | $5.1M |
| Marquette Asset Management, LLCRUSSELL 2000 ETF18.1K shtrimmed | $5M |
| Wedmont Private CapitalRUSSELL 2000 ETF17.7K shtrimmed | $4.9M |
| Acropolis Investment Management, LLCRUSSELL 2000 ETF17.6K shtrimmed | $4.9M |
| TOTH FINANCIAL ADVISORY CORPRUSSELL 2000 ETF17.3K shadded | $4.8M |
| Sincerus Advisory, LLCRUSSELL 2000 ETF16.5K shadded | $4.6M |
| CoreCap Advisors, LLCETF16K shtrimmed | $4.4M |
| DAVIDSON TRUST COEquities13.5K shheld | $3.7M |
| Central Pacific Bank - Trust DivisionRUSSELL 2000 ETF12.5K shtrimmed | $3.5M |
| jvl associates llcRUSSELL 2000 ETF9.4K shheld | $2.6M |
| Gridiron Partners, LLCRUSSELL 2000 ETF9.4K shheld | $2.6M |
| Grove Bank & TrustRUSSELL 2000 ETF8.2K shtrimmed | $2.3M |
| Paladin Partners, LLCETF8.1K shadded | $2.3M |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund7K shtrimmed | $1.9M |
| Veracity Capital LLCRUSSELL 2000 ETF6.5K shtrimmed | $1.8M |
| CenterStar Asset Management, LLCRUSSELL 2000 ETF6K shheld | $1.7M |
| AMERICAN NATIONAL BANK & TRUSTRUSSELL 2000 ETF5.6K shadded | $1.6M |
| Worth Asset Management, LLCETF5.1K shtrimmed | $1.4M |
| CAMELOT TECHNOLOGY ADVISORS, INC.RUSSELL 2000 ETF5K shadded | $1.4M |
| Weaver Consulting GroupRUSSELL 2000 ETF5K shadded | $1.4M |
| DECISION INVESTMENTS, INCRUSSELL 2000 ETF4.7K shheld | $1.3M |
| Cadent Capital Advisors, LLCRUSSELL 2000 ETF4.6K shtrimmed | $1.3M |
| Cambridge Financial Group, LLCRUSSELL 2000 ETF4K shheld | $1.2M |
| COLLECTIVE FAMILY OFFICE LLCRUSSELL 2000 ETF4.3K shadded | $1.2M |
| Heartwood Wealth Advisors LLCETF4.2K shheld | $1.2M |
| General Partner, Inc.CL4.2K shheld | $1.2M |
| Roan Capital PartnersRUSSELL 2000 ETF4.2K shadded | $1.2M |
| GAMMA Investing LLCETF4.1K shadded | $1.1M |
| KFA Private Wealth Group, LLCRUSSELL 2000 ETF4.1K shadded | $1.1M |
| Sprinkle Financial Consultants LLCRUSSELL 2000 ETF3.9K shadded | $1.1M |
| DIVERSIFIED MANAGEMENT INCRUSSELL 2000 ETF3.7K shadded | $1M |
| Breakwater Capital GroupRUSSELL 2000 ETF3.6K shadded | $987.8K |
| Atlas Brown,Inc.ETF3.4K shtrimmed | $958.5K |
| Bill Few Associates, Inc.RUSSELL 2000 ETF3.4K shheld | $948.4K |
| SAPIENT CAPITAL LLCRUSSELL 2000 ETF3.3K shadded | $916.9K |
| Horrell Capital Management, Inc.RUSSELL 2000 ETF3.2K shheld | $895.1K |
| GILPIN WEALTH MANAGEMENT, LLCRUSSELL 2000 ETF3K shtrimmed | $841.5K |
| ACIMA PRIVATE WEALTH, LLCETF3K shheld | $830.3K |
| Ballew Advisors, IncRUSSELL 2000 ETF2.8K shtrimmed | $799.5K |
| Bank of New HampshireRUSSELL 2000 ETF2.9K shtrimmed | $794.8K |
| FELL CAPITAL MANAGEMENT /ADVRUSSELL 2000 ETF2.8K shheld | $790.6K |
| FINANCIAL MANAGEMENT NETWORK INCRUSSELL 2000 ETF2.6K shadded | $737.6K |
| CONGRESS ASSET MANAGEMENT COCOM2.7K shheld | $736.4K |
| Investment Partners Asset Management, Inc.RUSSELL 2000 ETF2.6K shtrimmed | $732.5K |
| Bangor Savings BankRUSSELL 2000 ETF2.6K shtrimmed | $720.6K |
| Everhart Financial Group, Inc.RUSSELL 2000 ETF2.6K shtrimmed | $718.1K |
| Mirador Capital Partners LPRUSSELL 2000 ETF2.6K shadded | $712.5K |
| Canandaigua National Trust Co of FloridaCom2.4K shheld | $674.2K |
| DKM Wealth Management, Inc.RUSSELL 2000 ETF2.2K shtrimmed | $623K |
| Kaizen Financial StrategiesRUSSELL 2000 ETF2.1K shadded | $587.4K |
| Hummer Financial Advisory Services IncRUSSELL 2000 ETF2K shheld | $548.8K |
| CYPRESS FINANCIAL PLANNING LLCRUSSELL 2000 ETF1.9K shtrimmed | $536.1K |
| ROCKLAND TRUST CORUSSELL 2000 ETF1.9K shheld | $526.9K |
| Balefire, LLCRUSSELL 2000 ETF1.8K shtrimmed | $512.7K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLCRUSSELL 2000 ETF1.8K shtrimmed | $493.5K |
| PROFESSIONAL ADVISORY SERVICES INCCOM1.7K shheld | $482K |
| Allen Mooney & Barnes Investment Advisors LLCETF1.6K shadded | $441.8K |
| Bath Savings Trust CoExchange Traded Fund1.6K shadded | $438.8K |
| Exchange BankMUTUAL FUNDS/EQ1.6K shheld | $438K |
| BOS Asset Management, LLCRUSSELL 2000 ETF1.6K shheld | $437.4K |
| ARMSTRONG ADVISORY GROUP, INCRUSSELL 2000 ETF1.6K shtrimmed | $436K |
| Peoples Bank/KSExchange Traded Fund1.6K shheld | $436K |
| ELEVATION WEALTH PARTNERS, LLCRUSSELL 2000 ETF1.5K shadded | $428.8K |
| Successful Portfolios LLCRUSSELL 2000 ETF1.5K shheld | $422.4K |
| Crumly & Associates Inc.RUSSELL 2000 ETF1.5K shadded | $420.7K |
| ECLECTIC ASSOCIATES INC /ADVRUSSELL 2000 ETF1.5K shadded | $403K |
| ARGUS INVESTORS' COUNSEL, INC.COM1.4K shheld | $400.7K |
| EPIQ PARTNERS, LLCRUSSELL 2000 ETF1.3K shadded | $356.8K |
| BOYUM WEALTH ARCHITECTS LLCRUSSELL 2000 ETF1.3K shtrimmed | $355K |
| Lincoln Capital LLCRUSSELL 2000 ETF1.2K shheld | $346.3K |
| Greenfield Savings BankRUSSELL 2000 ETF1.2K shheld | $341.2K |
| FC Advisory LLCRUSSELL 2000 ETF1.2K shadded | $338.6K |
| Insight Wealth Strategies, LLCRUSSELL 2000 ETF1.2K shtrimmed | $336.1K |
| Castle Rock Wealth Management, LLCRUSSELL 2000 ETF1.2K shtrimmed | $328.7K |
| Prosperity Planning, Inc.RUSSELL 2000 ETF1.2K shtrimmed | $322.5K |
| Wealth Group LtdRussell 2000 ETF1.1K shheld | $310K |
| Plan A Wealth LLCRUSSELL 2000 ETF1.1K shheld | $307.6K |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC.RUSSELL 2000 ETF1.1K shheld | $305.7K |
| Byrne Asset Management LLCCOM1.1K shtrimmed | $299.9K |
| MOODY NATIONAL BANK TRUST DIVISIONRUSSELL 2000 ETF1.1K shheld | $296K |
| Pathway Financial Advisors LLCRUSSELL 2000 ETF1.1K shheld | $292.6K |
| Gainplan LLCRUSSELL 2000 ETF1K shtrimmed | $286.2K |
| CHAPIN DAVIS, INC.RUSSELL 2000 ETF994 shadded | $276.2K |
| Investors Research CorpRUSSELL 2000 ETF973 shtrimmed | $270.4K |
| Dickmeyer Boyce Financial Management, Inc.RUSSELL 2000 ETF952 shadded | $264.5K |
| Gradient Investments LLCRUSSELL 2000 ETF934 sh— | $259.5K |
| Vilga Financial Planning LLCRUSSELL 2000 ETF920 shheld | $255.7K |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC.ETF901 shtrimmed | $250.4K |
| Retirement Wealth Solutions LLCRUSSELL 2000 ETF888 shadded | $246.8K |
| LifeGoal Investments, LLCRUSSELL 2000 ETF806 sh— | $223.9K |
| Persium Advisors, LLCETF770 shtrimmed | $214K |
| Vann Equity Management LLCRUSSELL 2000 ETF765 shtrimmed | $212.5K |
| CapWealth Advisors, LLCETF761 shadded | $211.5K |
| COLTON GROOME FINANCIAL ADVISORS, LLCRUSSELL 2000 ETF750 shheld | $208.4K |
| Rosenberg Matthew HamiltonETF749 shheld | $208.1K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHRUSSELL 2000 ETF561 sh— | $155.9K |
| Trust CoETF529 shadded | $147K |
| Horizons Wealth ManagementETF496 shheld | $137.8K |
| MJT & Associates Financial Advisory Group, Inc.ETF485 shheld | $134.8K |
| Olistico Wealth, LLCETF423 shheld | $117.5K |
| Pacifica Partners Inc.RUSSELL 2000 ETF399 shtrimmed | $111.3K |
| Wealth Enhancement Trust Services, Inc.RUSSELL 2000 ETF338 sh— | $93.9K |
| FIRST COMMUNITY TRUST NARUSSELL 2000 ETF198 shheld | $55K |
| GK Wealth Management LLCRUSSELL 2000 ETF49 shtrimmed | $13.7K |
| Bullock Wealth Management GroupETF45 shheld | $12.6K |
| GK Wealth Management LLCRUSSELL 2000 ETF1.9K shtrimmed | $1.8K |
| VALLEY WEALTH MANAGERS, INC.ETF1 shtrimmed | $139 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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