Notable Holders of iShares Russell 2000 Index Fund (IWM)
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Expand Research on IWM
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* Does Not Fully Represent All Holders
| Fund | Title | Shares | % Owned | Source |
|---|---|---|---|---|
| CITIGROUP INC | RUSSELL 20 | 68,380,928 | 39.49% | 13F |
| CREDIT SUISSE AG/ | RUSSELL 2000 | 24,233,818 | 14.00% | 13F |
| MORGAN STANLEY | COM | 20,490,866 | 11.83% | 13F |
| UBS AG | RUSSELL 2000 | 19,027,592 | 10.99% | 13F |
| PERRY CORP (PUT) | RUSSELL 2000 | 16,145,600 | 9.32% | 13F |
| BRIGADE CAPITAL MANAGEMENT, LLC (PUT) | RUSSELL 2000 | 6,900,000 | 3.98% | 13F |
| DEUTSCHE BANK AG\ | RUSSELL 2000 | 6,448,152 | 3.72% | 13F |
| VINIK ASSET MANAGEMENT L P | RUSSELL 2000 | 6,400,000 | 3.70% | 13F |
| WELLS FARGO & CO/MN | EXCTRDFD | 5,916,443 | 3.42% | 13F |
| JEFFERIES GROUP INC /DE/ (PUT) | RUSSELL 2000 | 5,095,500 | 2.94% | 13F |
| STEELHEAD PARTNERS LLC (PUT) | RUSSELL 2000 | 5,000,000 | 2.89% | 13F |
| APEX CAPITAL, LLC (PUT) | RUSSELL 2000 | 4,947,700 | 2.86% | 13F |
| Parallax Volatility Advisers, LLC (PUT) | RUSSELL 2000 | 4,909,700 | 2.84% | 13F |
| Nierenberg Investment Management Company, Inc. (PUT) | COMMON | 4,300,000 | 2.48% | 13F |
| DSC Advisors, L.P. (PUT) | RUSSELL 2000 | 4,200,000 | 2.43% | 13F |
| Rafferty Asset Management, LLC | 3,969,464 | 2.29% | 13F | |
| SCOPUS ASSET MANAGEMENT, L.P. (PUT) | RUSSELL 2000 | 3,500,000 | 2.02% | 13F |
| ALYDAR PARTNERS LLC | COM | 3,370,000 | 1.95% | 13F |
| ROYAL BANK OF CANADA \ | RUSSELL 2000 | 3,368,571 | 1.95% | 13F |
| Clough Capital (PUT) | RUSSELL 2000 | 3,020,000 | 1.74% | 13F |
| CADIAN CAPITAL MANAGEMENT, LLC (PUT) | RUSSELL 2000 | 2,800,000 | 1.62% | 13F |
| Anchorage Capital Group, L.L.C. (PUT) | RUSSELL 2000 | 2,600,000 | 1.50% | 13F |
| AXIAL CAPITAL MANAGEMENT, LLC | RUSSELL 2000 | 2,333,002 | 1.35% | 13F |
| BMO FINANCIAL CORP | RUSSELL 2000 | 2,315,875 | 1.34% | 13F |
| Virtu Financial LLC | RUSSELL 2000 | 2,099,967 | 1.21% | 13F |
| Weiss Multi-Strategy Advisers LLC (PUT) | COM | 2,049,500 | 1.18% | 13F |
| BlackRock Group LTD | RUSSELL 2000 | 1,753,802 | 1.01% | 13F |
| BlackRock Institutional Trust Company, N.A. | RUSSELL 2000 | 1,651,006 | 0.95% | 13F |
| Archer Capital Management, L.P. (PUT) | RUSSELL 2000 | 1,500,000 | 0.87% | 13F |
| SOUND ENERGY PARTNERS, INC. | RUSSELL 2000 | 1,350,000 | 0.78% | 13F |
| BlackRock Inc. | RUSSELL 2000 | 1,330,595 | 0.77% | 13F |
| Elm Ridge Capital (PUT) | RUSSELL 2000 | 1,300,000 | 0.75% | 13F |
| TRAFELET CAPITAL MANAGEMENT, L.P. (PUT) | RUSSELL 2000 | 1,200,000 | 0.69% | 13F |
| Timber Hill LLC | ETF | 1,108,974 | 0.64% | 13F |
| STATE OF WISCONSIN INVESTMENT BOARD | RUSSELL 2000 | 1,073,100 | 0.62% | 13F |
| Mizuho Corporate Bank, Ltd. | RUSSELL 2000 | 1,050,000 | 0.61% | 13F |
| Arrowhawk Capital Partners Liquid Markets, LLC (PUT) | RUSSELL 2000 | 1,000,000 | 0.58% | 13F |
| Contour Asset Management LLC (PUT) | RUSSELL 2000 | 1,000,000 | 0.58% | 13F |
| CHESAPEAKE PARTNERS MANAGEMENT CO INC/MD (PUT) | RUSSELL 2000 | 1,000,000 | 0.58% | 13F |
| Walleye Trading LLC (PUT) | RUSSELL 2000 | 970,300 | 0.56% | 13F |
| SG Americas Securities, LLC | 917,980 | 0.53% | 13F | |
| RAYMOND JAMES & ASSOCIATES | RUSSELL 2000 | 874,870 | 0.51% | 13F |
| Eos Partners, L.P. (PUT) | RUSSELL 2000 | 816,200 | 0.47% | 13F |
| HIGHLINE CAPITAL MANAGEMENT LLC (CALL) | RUSSELL 2000 | 800,000 | 0.46% | 13F |
| PALISADE CAPITAL MANAGEMENT LLC/NJ (PUT) | RUSSELL 2000 | 750,000 | 0.43% | 13F |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION | RUSSELL 2000 | 750,000 | 0.43% | 13F |
| MASON STREET ADVISORS LLC | RUSSELL 2000 | 732,800 | 0.42% | 13F |
| KNIGHT CAPITAL GROUP, INC. | COM | 717,148 | 0.41% | 13F |
| York Capital Management Global Advisors, LLC (PUT) | RUSSELL 2000 | 700,000 | 0.40% | 13F |
| GUGGENHEIM CAPITAL LLC | RUSSELL 2000 | 673,000 | 0.39% | 13F |
| Watershed Asset Management, L.L.C. (PUT) | RUSSELL 2000 | 660,000 | 0.38% | 13F |
| LMR Master Fund Ltd | COM | 649,044 | 0.37% | 13F |
| HSBC HOLDINGS PLC | 613,510 | 0.35% | 13F | |
| Stadion Money Management, Inc. | RUSSELL 2000 | 610,439 | 0.35% | 13F |
| NEWLAND CAPITAL MANAGEMENT, LLC (PUT) | RUSSELL 2000 | 600,000 | 0.35% | 13F |
| P&S Credit Management, L.P. (PUT) | RUSSELL 2000 | 573,000 | 0.33% | 13F |
| PEAK6 Investments, L.P. | RUSSELL 2000 | 552,860 | 0.32% | 13F |
| MOORE CAPITAL MANAGEMENT, LP (PUT) | RUSSELL 2000 | 545,000 | 0.31% | 13F |
| Hutchin Hill Capital, LP | RUSSELL 2000 | 525,035 | 0.30% | 13F |
| RUSSELL FRANK CO/ | COMMON STOCKS | 514,318 | 0.30% | 13F |
| CLS Investments, LLC | RUSSELL 2000 | 511,361 | 0.30% | 13F |
| DIKER MANAGEMENT LLC (PUT) | RUSSELL 2000 | 500,000 | 0.29% | 13F |
| DIALECTIC CAPITAL MANAGEMENT, LLC (PUT) | RUSSELL 2000 | 500,000 | 0.29% | 13F |
| Solus Alternative Asset Management LP (PUT) | COM | 500,000 | 0.29% | 13F |
| MAPLELANE CAPITAL, LLC (CALL) | RUSSELL 2000 | 500,000 | 0.29% | 13F |
| MANUFACTURERES LIFE INSURANCE CO | RUSSELL 2000 | 497,300 | 0.29% | 13F |
| NOMURA HOLDINGS INC | CMN | 486,484 | 0.28% | 13F |
| Oak Hill Investment Management, L.P. | RUSSELL 2000 | 413,531 | 0.24% | 13F |
| BALYASNY ASSET MANAGEMENT LLC (PUT) | PUT | 402,800 | 0.23% | 13F |
| Lumina Fund Management LLC (PUT) | RUSSELL 2000 | 400,000 | 0.23% | 13F |
| Route One Investment Company, L.P. (PUT) | COMM | 400,000 | 0.23% | 13F |
| Soros Fund Management (PUT) | RUSSELL 2000 | 383,271 | 0.22% | 13F |
| DEERE & CO | RUSSELL 2000 | 376,600 | 0.22% | 13F |
| UNIONBANCAL CORP | RUSSELL 2000 | 375,696 | 0.22% | 13F |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | ETF | 374,909 | 0.22% | 13F |
| 1st Global Advisors, Inc. | RUSSELL 2000 | 371,558 | 0.21% | 13F |
| Porter Orlin LLC (PUT) | RUSSELL 2000 | 360,000 | 0.21% | 13F |
| SUNTRUST BANKS INC | ETF | 343,279 | 0.20% | 13F |
| Epoch Investment Partners Inc. | RUSSELL 2000 | 334,020 | 0.19% | 13F |
| JONES FINANCIAL COMPANIES LLLP | ETF | 301,410 | 0.17% | 13F |
| Centerbridge Partners, L.P. (PUT) | RUSSELL 2000 | 300,000 | 0.17% | 13F |
| Silver Bridge Capital Management LLC | RUSSELL 2000 | 288,059 | 0.17% | 13F |
| GENWORTH FINANCIAL INC | ETF | 261,010 | 0.15% | 13F |
| CHICAGO FUNDAMENTAL INVESTMENT PARTNERS, LLC (PUT) | RUSSELL 2000 | 258,000 | 0.15% | 13F |
| ING INVESTMENT MANAGEMENT CO | RUSSELL 2000 | 254,843 | 0.15% | 13F |
| BAIRD ROBERT W & CO INC /WI/ | COMMON | 237,853 | 0.14% | 13F |
| TIAA CREF INVESTMENT MANAGEMENT LLC | RUSSELL 2000 | 237,000 | 0.14% | 13F |
| Centaur Capital Partners, L.P. (PUT) | RUSSELL 2000 | 230,000 | 0.13% | 13F |
| SAC Capital | COMMON | 229,255 | 0.13% | 13F |
| Leonetti & Associates, LLC | RUSSELL 2000 | 218,900 | 0.13% | 13F |
| Invesco Ltd. | COMMON | 215,577 | 0.12% | 13F |
| Cornerstone Advisors, Inc. | RUSSELL 2000 | 205,767 | 0.12% | 13F |
| TRAXIS PARTNERS LP | RUSSELL 2000 | 204,230 | 0.12% | 13F |
| Polar Securities Inc. (PUT) | RUSSELL 2000 | 200,000 | 0.12% | 13F |
| COWEN GROUP, INC. (PUT) | RUSSELL 2000 | 200,000 | 0.12% | 13F |
| EMERSON INVESTMENT MANAGEMENT INC | RUSSELL 2000 | 181,605 | 0.10% | 13F |
| GLENMEDE TRUST CO NA | COMMON | 167,994 | 0.10% | 13F |
| Emery Howard Portfolio Management, Inc. | CU | 164,876 | 0.10% | 13F |
| Commonwealth Equity Services, Inc | 162,621 | 0.09% | 13F | |
| SCHRODER INVESTMENT MANAGEMENT GROUP | COM | 156,400 | 0.09% | 13F |
| Advanced Equities Asset Management, Inc. | RUSSELL 2000 | 152,753 | 0.09% | 13F |
| ARROWGRASS CAPITAL PARTNERS LLP (CALL) | RUSSELL 2000 | 150,000 | 0.09% | 13F |
| BLACKROCK ADVISORS LLC | OPTIONS | 150,000 | 0.09% | 13F |
| NBT BANK N A /NY | RUSSELL 2000 | 146,962 | 0.08% | 13F |
| MOLLER FINANCIAL SERVICES | RUSSELL 2000 | 140,962 | 0.08% | 13F |
| TUDOR INVESTMENT CORP ET AL (PUT) | COMMON STOCK | 140,000 | 0.08% | 13F |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | RUSSELL 2000 | 139,689 | 0.08% | 13F |
| T2 Partners (PUT) | RUSSELL 2000 | 135,000 | 0.08% | 13F |
| BANK OF OKLAHOMA NATIONAL ASSOCIATION / | RUSSELL 2000 | 125,637 | 0.07% | 13F |
| CREDIT AGRICOLE S A | RUSSELL 2000 | 121,164 | 0.07% | 13F |
| BAM Capital, LLC (PUT) | RUSSELL 2000 | 120,000 | 0.07% | 13F |
| AMERIPRISE FINANCIAL INC | COM | 114,826 | 0.07% | 13F |
| Placemark Investments, Inc. | RUSSELL 2000 | 114,374 | 0.07% | 13F |
| Alphabet Management, LLC | RUSSELL 2000 | 114,079 | 0.07% | 13F |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | COM | 110,700 | 0.06% | 13F |
| Daiwa Securities Group Inc. | RUSSELL 2000 | 105,000 | 0.06% | 13F |
| Milestone Group, Inc. | RUSSELL 2000 | 101,998 | 0.06% | 13F |
| Sheffield Asset Management | RUSSELL | 101,900 | 0.06% | 13F |
| GW CAPITAL MANAGEMENT LLC | TRUST SHARES | 96,000 | 0.06% | 13F |
| BOYS ARNOLD & CO INC | 94,904 | 0.05% | 13F | |
| Board of Trustees of The Leland Stanford Junior University | 92,997 | 0.05% | 13F | |
| COPIA CAPITAL LLC | RUSSELL 2000 | 90,000 | 0.05% | 13F |
| Lee Munder Capital Group, LLC | RUSSELL 2000 | 89,439 | 0.05% | 13F |
| HIGH POINT BANK & TRUST CO | 88,043 | 0.05% | 13F | |
| SILVER CAPITAL MANAGEMENT LLC (PUT) | RUSSELL 2000 | 86,000 | 0.05% | 13F |
| Spot Trading L.L.C | RUSSELL 2000 | 82,990 | 0.05% | 13F |
| ARROWSTREET CAPITAL LIMITED PARTNERSHIP | RUSSELL 2000 | 80,207 | 0.05% | 13F |
| Kemper Corp Master Retirement Trust | RUSSELL 2000 | 80,000 | 0.05% | 13F |
| Convergent Wealth Advisors | RUSSELL 2000 | 78,559 | 0.05% | 13F |
| Strategic Investment Advisors, Inc | ETF | 78,347 | 0.05% | 13F |
| F&C Asset Management plc | 74,737 | 0.04% | 13F | |
| MILLENNIUM MANAGEMENT LLC | RUSSELL 2000 | 73,892 | 0.04% | 13F |
| Capital Directions Investment Advisors, LLC | COM | 73,718 | 0.04% | 13F |
| Covington Capital Management | ETF | 70,991 | 0.04% | 13F |
| CATAPULT CAPITAL MANAGEMENT LLC (PUT) | RUSSELL 2000 | 70,000 | 0.04% | 13F |
| AYM CAPITAL, LLC (PUT) | COMM | 70,000 | 0.04% | 13F |
| BlackRock Investment Management, LLC | OPTIONS | 70,000 | 0.04% | 13F |
| QCM Cayman, Ltd. (CALL) | RUSSELL 2000 | 68,500 | 0.04% | 13F |
| CUSHING MLP ASSET MANAGEMENT, LP (PUT) | RUSSELL 2000 | 65,000 | 0.04% | 13F |
| COMERICA BANK | CLO | 64,241 | 0.04% | 13F |
| GENEVA INVESTMENT MANAGEMENT OF CHICAGO LLC | 63,271 | 0.04% | 13F | |
| WOLVERINE ASSET MANAGEMENT LLC | RUSSELL 2000 | 62,820 | 0.04% | 13F |
| CURIAN CAPITAL LLC | ETF | 62,234 | 0.04% | 13F |
| FIRST MERCANTILE TRUST CO | ISHARES RUSSELL 2000 | 61,719 | 0.04% | 13F |
| COURIER CAPITAL CORP | FND | 60,943 | 0.04% | 13F |
| ROYAL BANK OF SCOTLAND GROUP PLC | RUSSELL 2000 | 60,396 | 0.03% | 13F |
| COLONY GROUP LLC | COM | 58,704 | 0.03% | 13F |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | RUSSELL 2000 | 58,100 | 0.03% | 13F |
| DUBUQUE BANK & TRUST CO | EQUITY | 54,012 | 0.03% | 13F |
| IRONBRIDGE CAPITAL MANAGEMENT LP | ETF | 53,900 | 0.03% | 13F |
| Raymond James Financial Services Advisors, Inc. | RUSSELL 2000 | 52,233 | 0.03% | 13F |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | RUSSELL 2000 | 51,864 | 0.03% | 13F |
| DAVIDSON & GARRARD INC | COM | 51,803 | 0.03% | 13F |
| PITCAIRN GROUP L P | RUSSELL 2000 | 50,774 | 0.03% | 13F |
| SPRINGBOK CAPITAL MANAGEMENT, LLC | RUSSELL 2000 | 50,225 | 0.03% | 13F |
| Boston Advisors | ETFSmCap | 50,030 | 0.03% | 13F |
| FNY Managed Accounts LLC | RUSSELL 2000 | 50,000 | 0.03% | 13F |
| GeoSphere Capital Management (PUT) | RUSSELL 2000 | 50,000 | 0.03% | 13F |
| FIRST NEW YORK SECURITIES LLC /NY | RUSSELL 2000 | 50,000 | 0.03% | 13F |
| Round Table Services, LLC | RUSSELL 2000 | 49,802 | 0.03% | 13F |
| CAPITAL FUND MANAGEMENT S.A. (CALL) | 49,363 | 0.03% | 13F | |
| Hatteras Alternative Mutual Funds, LLC (PUT) | 2000 | 49,100 | 0.03% | 13F |
| Veritable, L.P. | RUSSELL 2000 | 48,902 | 0.03% | 13F |
| Janney Montgomery Scott LLC | COMMON STOCK | 47,548 | 0.03% | 13F |
| Sageworth Trust Co | COM | 46,264 | 0.03% | 13F |
| Kynikos Associates LP | RUSSELL 2000 | 46,000 | 0.03% | 13F |
| FIRST NATIONAL TRUST CO | RUSSELL 2000 | 45,983 | 0.03% | 13F |
| MATHER GROUP, INC. | RUSSELL 2000 | 43,396 | 0.03% | 13F |
| FIERA SCEPTRE INC. | RUSS | 43,025 | 0.02% | 13F |
| PARAMETRIC PORTFOLIO ASSOCIATES | ETP | 41,820 | 0.02% | 13F |
| Maryland Capital Management, LLC | COM | 41,277 | 0.02% | 13F |
| MARTIN & CO INC /TN/ | RUSSELL 2000 | 40,875 | 0.02% | 13F |
| GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC | RUSSELL 2000 | 40,800 | 0.02% | 13F |
| Portland Global Advisors LLC | COM | 40,530 | 0.02% | 13F |
| Liberty Mutual Group Asset Management Inc. | RUSSELL 2000 | 40,400 | 0.02% | 13F |
| LILLEY & CO | RUSSELL 2000 | 40,140 | 0.02% | 13F |
| PROFFITT & GOODSON INC | COM | 39,124 | 0.02% | 13F |
| Hudson Bay Capital Management, L.P. | RUSSELL 2000 | 38,685 | 0.02% | 13F |
| BROWN BROTHERS HARRIMAN & CO | COMMON | 38,152 | 0.02% | 13F |
| Bascom Hill Partners, LLC (PUT) | COM | 37,500 | 0.02% | 13F |
| WATERS PARKERSON & CO., LLC | 36,343 | 0.02% | 13F | |
| STRAUS CAPITAL MANAGEMENT, L.L.C. (PUT) | RUSSELL 2000 | 35,000 | 0.02% | 13F |
| HighTower Advisors, LLC | RUSSELL 2000 | 34,572 | 0.02% | 13F |
| National Planning Corp | RUSSELL 2000 | 33,913 | 0.02% | 13F |
| BOSTON RESEARCH & MANAGEMENT INC | COMMON | 33,140 | 0.02% | 13F |
| TIGERSHARK PARTNERS LLC | RUSSELL 2000 | 32,620 | 0.02% | 13F |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (PUT) | RUSSELL 2000 | 32,000 | 0.02% | 13F |
| NICHOLS & PRATT ADVISERS LLP /MA | RUSSELL 2000 | 31,870 | 0.02% | 13F |
| CCM INVESTMENT ADVISERS LLC | COM | 30,755 | 0.02% | 13F |
| JACOBS LEVY EQUITY MANAGEMENT INC | RUSSELL 2000 | 30,000 | 0.02% | 13F |
| RIVERBRIDGE PARTNERS LLC | COM | 29,985 | 0.02% | 13F |
| CHESAPEAKE ASSET MANAGEMENT LLC | RUSSELL 2000 | 29,150 | 0.02% | 13F |
| Cobble Hill Financial Services, INC | ETF | 28,800 | 0.02% | 13F |
| Paragon Capital Management LLC | COM | 28,754 | 0.02% | 13F |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | ETF | 28,658 | 0.02% | 13F |
| ASSOCIATED BANC-CORP | RUSSELL 2000 | 28,631 | 0.02% | 13F |
| TOCQUEVILLE ASSET MANAGEMENT LP | COM | 27,355 | 0.02% | 13F |
| HARVARD MANAGEMENT CO INC | RUSSELL 2000 | 26,727 | 0.02% | 13F |
| MADISON SQUARE INVESTORS LLC. | RUSSELL 2000 | 26,449 | 0.02% | 13F |
| HERITAGE INVESTORS MANAGEMENT CORP | RUSSELL 2000 | 24,865 | 0.01% | 13F |
| GRT CAPITAL PARTNERS LLC | RUSSELL 2000 | 24,391 | 0.01% | 13F |
| OPPENHEIMER & CO INC | RUSSELL 2000 | 24,066 | 0.01% | 13F |
| ParenteBeard Wealth Management, LLC | 23,709 | 0.01% | 13F | |
| Legg Mason Investment Counsel, LLC | RUSSELL 2000 | 23,536 | 0.01% | 13F |
| MONETA GROUP INVESTMENT ADVISORS LLC | FUND | 23,062 | 0.01% | 13F |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 23,038 | 0.01% | 13F | |
| Nuveen Investment Solutions, Inc. | COM | 21,920 | 0.01% | 13F |
| Willow Street Advisors LLC | COMMON | 21,910 | 0.01% | 13F |
| SHAPIRO ROBERT N | MUTUAL FUND | 21,811 | 0.01% | 13F |
| DOWLING & YAHNKE INC | COM | 21,770 | 0.01% | 13F |
| EARNEST PARTNERS LLC | 21,400 | 0.01% | 13F | |
| SEGALL BRYANT & HAMILL | -ETF EQUITY | 21,241 | 0.01% | 13F |
| AMARILLO NATIONAL BANK | Equity | 21,221 | 0.01% | 13F |
| TEACHERS ADVISORS INC | RUSSELL 2000 | 20,850 | 0.01% | 13F |
| SYNOVUS FINANCIAL CORP | RUSSELL 2000 | 20,424 | 0.01% | 13F |
| SummitAlliance Capital Management, LLC | RUSSELL 2000 | 20,411 | 0.01% | 13F |
| Evercore Wealth Management, LLC | RUSSELL 2000 | 20,074 | 0.01% | 13F |
| GREEN ARROW CAPITAL MANAGEMENT LLC (PUT) | RUSSELL 2000 | 20,000 | 0.01% | 13F |
| GLYNN JA & CO | ETF | 19,818 | 0.01% | 13F |
| SELECT EQUITY GROUP INC | RUSSELL 2000 | 19,464 | 0.01% | 13F |
| NEW SOUTH CAPITAL MANAGEMENT INC | 18,500 | 0.01% | 13F | |
| BLAIR WILLIAM & CO/IL | ETF | 17,945 | 0.01% | 13F |
