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iShares Russell 2000 Value ETF (IWN) Institutional Ownership

iShares Russell 2000 Value ETF logo
$175.07 -1.79 (-1.01%)
As of 11:25 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Current
Institutional Ownership
Percentage
74.70%
Number of
Institutional Buyers
(last 12 months)
593
Total
Institutional Inflows
(last 12 months)
$2.76B
Number of
Institutional Sellers
(last 12 months)
499
Total
Institutional Outflows
(last 12 months)
$1.26B
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IWN Institutional Buying and Selling by Quarter

iShares Russell 2000 Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/22/2025 Caldwell Trust Co3,274$517K0.1%N/A0.005%
9/12/2025 Valeo Financial Advisors LLC6,320$997K0.0%-2.1%0.009%
9/4/2025 Osaic Holdings Inc.81,035$12.79M0.0%+14.1%0.120%
9/3/2025 American Trust2,926$462K0.0%N/A0.004%
9/2/2025 FSC Wealth Advisors LLC1,381$218K0.1%+8.5%0.002%
8/27/2025 Orion Porfolio Solutions LLC1,271$200K0.0%N/A0.002%
8/27/2025 Squarepoint Ops LLC8,392$1.32M0.0%-77.3%0.012%
8/21/2025 Clarion Wealth Managment Partners LLC6,119$965K1.1%N/A0.009%
8/19/2025 Advisory Services Network LLC11,034$1.77M0.0%+10.8%0.016%
8/19/2025 Asset Dedication LLC1,526$241K0.0%-4.6%0.002%
8/18/2025 Geneos Wealth Management Inc.19,186$3.03M0.1%+8.3%0.028%
8/18/2025 Kestra Investment Management LLC337$53K0.0%-39.6%0.001%
8/16/2025 Headlands Technologies LLC2,523$398K0.0%+655.4%0.004%
8/15/2025 Tower Research Capital LLC TRC 54,895$8.66M0.2%-19.4%0.082%
8/15/2025 Binnacle Investments Inc1,068$168K0.1%-9.9%0.002%
8/15/2025 Semmax Financial Advisors Inc.391$63K0.0%+73.0%0.001%
8/15/2025 Corient Private Wealth LLC134,978$21.30M0.0%-33.7%0.200%
8/15/2025 Equitable Holdings Inc.21,360$3.37M0.0%-5.7%0.032%
8/15/2025 Optimist Retirement Group LLC2,164$341K0.2%+6.7%0.003%
8/15/2025 Captrust Financial Advisors129,235$20.39M0.0%+54.3%0.192%
8/15/2025 Visionary Wealth Advisors18,276$2.88M0.1%-1.0%0.027%
8/15/2025 Two Sigma Securities LLC7,914$1.25M0.2%-46.5%0.012%
8/15/2025 Smartleaf Asset Management LLC3,455$545K0.0%+132.8%0.005%
8/15/2025 Oxford Financial Group LTD. LLC27,174$4.29M0.3%-1.5%0.040%
8/15/2025 Orion Porfolio Solutions LLC1,271$200K0.0%N/A0.002%
8/15/2025 MML Investors Services LLC29,807$4.70M0.0%-9.5%0.044%
8/15/2025 Monograph Wealth Advisors LLC3,284$518K0.1%+9.7%0.005%
8/15/2025 Modern Wealth Management LLC10,330$1.63M0.0%+5.1%0.015%
8/15/2025 Great Valley Advisor Group Inc.8,321$1.31M0.0%-2.0%0.012%
8/15/2025 Gallagher Fiduciary Advisors LLC5,292$835K0.0%-1.7%0.008%
8/15/2025 EP Wealth Advisors LLC62,532$9.87M0.1%-12.6%0.093%
8/15/2025 BNP Paribas Financial Markets508,278$80.19M0.0%+99.4%0.755%
8/15/2025 Bishop & Co Investment Management LLC21,756$3.43M1.2%+7.9%0.032%
8/15/2025 Bank of America Corp DE6,753,830$1.07B0.1%+6.7%10.028%
8/15/2025 Ameriprise Financial Inc.219,913$34.51M0.0%+2.3%0.327%
8/15/2025 AQR Capital Management LLC99,447$15.69M0.0%+0.2%0.148%
8/14/2025 Connecticut Wealth Management LLC4,786$755K0.0%-9.0%0.007%
8/14/2025 Sentinel Wealth Management Inc.29,888$4.72M4.4%N/A0.044%
8/14/2025 Ausdal Financial Partners Inc.2,421$382K0.0%N/A0.004%
8/14/2025 Raymond James Financial Inc.394,018$62.16M0.0%-25.0%0.585%
8/14/2025 Betterment LLC748,283$118.05M0.3%-5.8%1.111%
8/14/2025 Alliancebernstein L.P.90,630$14.30M0.0%+1.0%0.135%
8/14/2025 Peapack Gladstone Financial Corp45,363$7.16M0.1%-0.5%0.067%
8/14/2025 HUB Investment Partners LLC1,850$292K0.0%-12.2%0.003%
8/14/2025 Ieq Capital LLC52,970$8.36M0.1%-3.8%0.079%
8/14/2025 Squarepoint Ops LLC8,392$1.32M0.0%-77.3%0.012%
8/14/2025 FAS Wealth Partners Inc.11,115$1.75M0.1%+4.1%0.017%
8/14/2025 Jasper Ridge Partners L.P.321,684$50.75M1.3%-7.2%0.478%
8/14/2025 Sei Investments Co.285,170$44.99M0.1%+19.7%0.423%
8/14/2025 Dimension Capital Management LLC2,478$391K0.1%-38.5%0.004%
8/14/2025 NewEdge Advisors LLC17,997$2.84M0.0%-16.4%0.027%
8/14/2025 Integrated Investment Consultants LLC28,319$4.47M0.8%+40.3%0.042%
8/14/2025 Ariel Investments LLC21,467$3.39M0.0%-47.1%0.032%
8/14/2025 Qube Research & Technologies Ltd10,368$1.64M0.0%+571.9%0.015%
8/14/2025 Certuity LLC1,829$289K0.0%+6.5%0.003%
8/14/2025 CoreFirst Bank & Trust525$83K0.0%N/A0.001%
8/14/2025 SVB Wealth LLC25,535$4.03M0.2%N/A0.038%
8/14/2025 Navis Wealth Advisors LLC1,500$237K0.2%N/A0.002%
8/14/2025 Cerity Partners LLC109,152$17.22M0.0%+1.4%0.162%
8/13/2025 Gamco Investors INC. ET AL4,580$723K0.0%N/A0.007%
8/13/2025 Idaho Trust Co37,553$5.92M2.1%+8.2%0.056%
8/13/2025 StoneX Group Inc.2,402$379K0.0%+11.8%0.004%
8/13/2025 Vance Wealth LLC14,128$2.23M0.8%-29.0%0.021%
8/13/2025 Flow Traders U.S. LLC97,860$15.44M0.6%+81.9%0.145%
8/13/2025 Cresset Asset Management LLC50,027$7.89M0.0%+18.3%0.074%
8/13/2025 Brown Advisory Inc.220,783$34.83M0.0%+28.5%0.328%
8/13/2025 SCS Capital Management LLC4,047$638K0.0%-4.5%0.006%
8/13/2025 Baird Financial Group Inc.87,760$13.85M0.0%+2.3%0.130%
8/13/2025 Crescent Grove Advisors LLC5,698$899K0.1%-12.5%0.008%
8/13/2025 Systematic Financial Management LP8,800$1.39M0.0%+9.0%0.013%
8/13/2025 CW Advisors LLC60,935$9.61M0.1%+55.1%0.090%
8/13/2025 Peloton Wealth Strategists11,274$1.78M0.7%+7.9%0.017%
8/13/2025 Nicolet Bankshares Inc.2,289$361K0.1%N/A0.003%
8/13/2025 Beacon Pointe Advisors LLC15,529$2.45M0.0%+1.7%0.023%
8/13/2025 Quantbot Technologies LP9,049$1.43M0.0%+99.0%0.013%
8/13/2025 M&T Bank Corp1,012,549$159.74M0.5%-3.5%1.503%
8/13/2025 Fisher Asset Management LLC2,218$350K0.0%+50.2%0.003%
8/13/2025 Smith Moore & CO.2,234$352K0.0%-6.6%0.003%
8/13/2025 Bare Financial Services Inc22,199$3.50M1.2%-8.3%0.033%
8/13/2025 VestGen Advisors LLC5,348$844K0.0%-46.5%0.008%
8/13/2025 Lido Advisors LLC26,855$4.24M0.0%+90.8%0.040%
8/13/2025 Tobias Financial Advisors Inc.20,348$3.21M0.5%+9.5%0.030%
8/13/2025 Independent Family Office LLC34,285$5.41M2.5%-2.0%0.051%
8/13/2025 Hsbc Holdings PLC49,746$7.85M0.0%-8.0%0.074%
8/13/2025 Northwestern Mutual Wealth Management Co.64,045$10.10M0.0%-4.2%0.095%
8/13/2025 Johnson Financial Group Inc.4,489$708K0.0%+24.4%0.007%
8/13/2025 Stevens Capital Partners25,150$4.05M1.5%+5.3%0.037%
8/13/2025 GM Advisory Group LLC2,013$318K0.0%-4.9%0.003%
8/13/2025 Choreo LLC236,711$37.34M0.5%+2.5%0.351%
8/12/2025 Boston Partners32,257$5.09M0.0%+4.1%0.048%
8/12/2025 Laurel Wealth Advisors LLC239,046$37.71M0.0%+15,292.5%0.355%
8/12/2025 Steward Partners Investment Advisory LLC8,493$1.34M0.0%-1.2%0.013%
8/12/2025 CreativeOne Wealth LLC16,435$2.59M0.1%+19.3%0.024%
8/12/2025 Ameritas Investment Partners Inc.1,817$286K0.0%+57.7%0.003%
8/12/2025 Global Retirement Partners LLC12,943$2.04M0.1%N/A0.019%
8/12/2025 Prudential Financial Inc.55,857$8.81M0.0%+8.6%0.083%
8/12/2025 Titleist Asset Management LLC31,032$4.90M0.5%+10.0%0.046%
8/12/2025 Shakespeare Wealth Management LLC10,292$1.62M0.4%+13.5%0.015%
8/12/2025 Charles Schwab Investment Management Inc.707,190$111.57M0.0%+5.1%1.050%
8/12/2025 Segall Bryant & Hamill LLC29,867$4.71M0.1%+3.8%0.044%
(Data available from 1/1/2016 forward)

IWN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWN shares?

During the previous two years, 1,038 institutional investors and hedge funds held shares of iShares Russell 2000 Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.07B), Morgan Stanley ($867.15M), TIAA Trust National Association ($421.52M), Alaska Permanent Fund Corp ($347.85M), Envestnet Asset Management Inc. ($322.42M), Jones Financial Companies Lllp ($311.58M), and Starboard Value LP ($226.04M).Learn more on iShares Russell 2000 Value ETF's institutional investors.

What percentage of iShares Russell 2000 Value ETF's stock is owned by institutional investors?

74.70% of iShares Russell 2000 Value ETF's stock is owned by institutional investors. Learn more on IWN's institutional investor holdings.

Which institutional investors have been buying iShares Russell 2000 Value ETF's stock?

Of the 816 institutional investors that purchased iShares Russell 2000 Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($2.77M), Brooklyn FI LLC ($2.02M), Vaughan Nelson Investment Management L.P. ($1.86M), Alaska Permanent Fund Corp ($1.73M), Strategic Financial Concepts LLC ($1.63M), Bank of America Corp DE ($821.25K), and M&T Bank Corp ($674.24K).

How much institutional buying is happening at iShares Russell 2000 Value ETF?

Institutional investors have bought a total of 17,177,095 shares in the last 24 months. This purchase volume represents approximately $2.76B in transactions.

Which of iShares Russell 2000 Value ETF's major shareholders have been selling company stock?

Of the 499 institutional investors that sold iShares Russell 2000 Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jones Financial Companies Lllp ($1.37M), Vaughan Nelson Investment Management L.P. ($611.95K), US Bancorp DE ($591.01K), Bailard Inc. ($440.27K), Victory Capital Management Inc. ($358.28K), Calamos Advisors LLC ($280.40K), and Facet Wealth Inc. ($252.12K).

How much institutional selling is happening at iShares Russell 2000 Value ETF?

Institutional investors have sold a total of 8,014,338 shares in the last 24 months. This volume of shares sold represents approximately $1.26B in transactions.


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This page (NYSEARCA:IWN) was last updated on 9/25/2025 by MarketBeat.com Staff
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