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iShares Russell 2000 Value ETF (IWN) Institutional Ownership

iShares Russell 2000 Value ETF logo
$168.16 +2.23 (+1.34%)
As of 10:17 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)
584
Total
Institutional Inflows
(last 12 months)
$2.69B
Number of
Institutional Sellers
(last 12 months)
486
Total
Institutional Outflows
(last 12 months)
$1.22B
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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
8/13/2025Hsbc Holdings PLC49,746$7.85M0.0%-8.0%0.074%
8/13/2025Northwestern Mutual Wealth Management Co.64,045$10.10M0.0%-4.2%0.095%
8/13/2025Johnson Financial Group Inc.4,489$708K0.0%+24.4%0.007%
8/13/2025Stevens Capital Partners25,150$4.05M1.5%+5.3%0.037%
8/13/2025GM Advisory Group LLC2,013$318K0.0%-4.9%0.003%
8/13/2025Choreo LLC236,711$37.34M0.5%+2.5%0.351%
8/12/2025 Boston Partners32,257$5.09M0.0%+4.1%0.048%
8/12/2025Laurel Wealth Advisors LLC239,046$37.71M0.0%+15,292.5%0.355%
8/12/2025Steward Partners Investment Advisory LLC8,493$1.34M0.0%-1.2%0.013%
8/12/2025CreativeOne Wealth LLC16,435$2.59M0.1%+19.3%0.024%
8/12/2025Ameritas Investment Partners Inc.1,817$286K0.0%+57.7%0.003%
8/12/2025Global Retirement Partners LLC12,943$2.04M0.1%N/A0.019%
8/12/2025Prudential Financial Inc.55,857$8.81M0.0%+8.6%0.083%
8/12/2025Titleist Asset Management LLC31,032$4.90M0.5%+10.0%0.046%
8/12/2025Shakespeare Wealth Management LLC10,292$1.62M0.4%+13.5%0.015%
8/12/2025Charles Schwab Investment Management Inc.707,190$111.57M0.0%+5.1%1.050%
8/12/2025Segall Bryant & Hamill LLC29,867$4.71M0.1%+3.8%0.044%
8/12/2025 Cozad Asset Management Inc.9,103$1.44M0.1%+5.5%0.014%
8/12/2025AlphaCore Capital LLC446$70K0.0%+891.1%0.001%
8/12/2025Franklin Resources Inc.57,256$9.03M0.0%-6.0%0.085%
8/12/2025Brandywine Global Investment Management LLC25,080$3.96M0.0%N/A0.037%
8/12/2025MAI Capital Management257,179$40.57M0.3%+0.0%0.382%
8/12/2025JPMorgan Chase & Co.523,276$82.55M0.0%+10.0%0.777%
8/12/2025Archvest Wealth Advisors Inc.3,122$492K0.4%-56.7%0.005%
8/12/2025Howe & Rusling Inc.2,258$356K0.0%+7.1%0.003%
8/12/2025Lionshead Wealth Management LLC1,354$214K0.2%-5.7%0.002%
8/12/2025NFP Retirement Inc.4,610$727K0.0%-18.1%0.007%
8/11/2025 TD Waterhouse Canada Inc.53,582$8.62M0.1%+16.1%0.080%
8/11/2025 Performa Ltd US LLC52,499$8.28M2.5%+12.8%0.079%
8/11/2025 Brown Wealth Management LLC5,935$936K0.3%+114.7%0.009%
8/11/2025 Wealthspire Advisors LLC74,917$11.82M0.1%-2.0%0.112%
8/11/2025 FSC Wealth Advisors LLC1,381$218K0.1%+8.5%0.002%
8/11/2025 Diversified Portfolios Inc.3,716$586K0.1%+2.8%0.006%
8/11/2025 Sierra Capital LLC22,482$3.55M0.4%-10.3%0.034%
8/11/2025 FSA Wealth Management LLC60,646$9.57M3.2%+2.1%0.091%
8/8/2025 Rockefeller Capital Management L.P.123,376$19.46M0.0%+3.5%0.185%
8/8/2025 Kingsview Wealth Management LLC4,187$661K0.0%-8.7%0.006%
8/8/2025 Citizens Financial Group Inc. RI6,287$992K0.0%+7.1%0.009%
8/8/2025 Avantax Advisory Services Inc.40,861$6.45M0.0%+44.8%0.061%
8/8/2025 Cetera Investment Advisers235,758$37.19M0.1%+2.6%0.353%
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8/8/2025 SG Americas Securities LLC2,087$329K0.0%-39.4%0.003%
8/8/2025 Creative Planning83,865$13.23M0.0%+11.2%0.126%
8/8/2025 Altiora Financial Group LLC7,831$1.24M0.2%-8.6%0.012%
8/8/2025 Truepoint Inc.2,138$337K0.0%-9.3%0.003%
8/8/2025 Meridian Wealth Management LLC7,931$1.25M0.1%-4.6%0.012%
8/8/2025 Empower Advisory Group LLC2,430$383K0.0%-8.8%0.004%
8/8/2025 Pacific Life Fund Advisors LLC599,286$94.54M10.1%+19.5%0.898%
8/8/2025 Clearstead Trust LLC946$149K0.0%+292.5%0.001%
8/8/2025 Investment Partners LTD.17,286$2.73M1.0%+5.9%0.026%
8/8/2025 MV Capital Management Inc.9,319$1.47M0.2%-10.6%0.014%
8/8/2025 Bailard Inc.66,666$10.52M0.2%-0.2%0.100%
8/8/2025 Renasant Bank6,596$1.04M0.7%-7.2%0.010%
8/8/2025 PNC Financial Services Group Inc.1,123,339$177.22M0.1%-6.3%1.683%
8/8/2025 United Asset Strategies Inc.38,721$6.11M0.5%+43.3%0.058%
8/7/2025 Verus Capital Partners LLC3,563$562K0.0%-2.4%0.005%
8/7/2025 Cascade Financial Partners LLC5,032$794K0.1%+249.9%0.008%
8/7/2025 Boston Partners32,257$5.09M0.0%+4.1%0.048%
8/7/2025 Nwam LLC9,689$1.53M0.1%+6.5%0.015%
8/7/2025 Cahill Financial Advisors Inc.2,261$357K0.0%-11.3%0.003%
8/7/2025 Allworth Financial LP67,245$10.61M0.1%-2.6%0.101%
8/7/2025 Addison Advisors LLC925$146K0.0%+12.0%0.001%
8/7/2025 BOK Financial Private Wealth Inc.375$59K0.0%-21.7%0.001%
8/7/2025 Fidelis Capital Partners LLC9,259$1.49M0.1%-1.9%0.014%
8/7/2025 Zions Bancorporation National Association UT269,486$42.51M2.3%+2,421.9%0.404%
8/7/2025 Future Fund LLC7,954$1.26M0.6%N/A0.012%
8/7/2025 Midwest Trust Co16,981$2.68M0.0%N/A0.025%
8/7/2025 Parkside Financial Bank & Trust23,490$3.71M0.4%-2.1%0.035%
8/7/2025 Retirement Investment Advisors Inc.4,183$660K0.1%+1.9%0.006%
8/7/2025 BHK Investment Advisors LLC12,037$1.90M0.7%+2.0%0.018%
8/6/2025 Prospera Financial Services Inc4,810$761K0.0%-16.7%0.007%
8/6/2025 AE Wealth Management LLC13,998$2.21M0.0%-1.2%0.021%
8/6/2025 CM Wealth Advisors LLC38,480$6.07M1.8%-2.1%0.058%
8/6/2025 Grey Fox Wealth Advisors LLC5,866$925K0.2%-8.4%0.009%
8/6/2025 Bryn Mawr Trust Advisors LLC8,329$1.31M0.1%-0.9%0.012%
8/6/2025 Maltin Wealth Management Inc.2,794$441K0.2%-15.6%0.004%
8/6/2025 Savant Capital LLC96,361$15.20M0.1%-3.8%0.144%
8/6/2025 Eukles Asset Management6,972$1.10M0.4%-2.8%0.010%
8/6/2025 Texas Yale Capital Corp.19,896$3.14M0.1%-0.7%0.030%
8/6/2025 Modera Wealth Management LLC138,620$21.87M0.3%-3.9%0.208%
8/6/2025 Commonwealth Equity Services LLC905,799$142.90M0.2%-3.9%1.357%
8/6/2025 SouthState Corp891$141K0.0%+12.4%0.001%
8/6/2025 Anchor Capital Advisors LLC7,488$1.18M0.0%+17.8%0.011%
8/6/2025 Atlantic Union Bankshares Corp7,420$1.17M0.0%N/A0.011%
8/6/2025 First Horizon Advisors Inc.54,450$8.59M0.2%-6.1%0.082%
8/6/2025 Stonebridge Financial Planning Group LLC2,514$397K0.2%-3.9%0.004%
8/5/2025 Cassaday & Co Wealth Management LLC616,743$97.30M2.4%+1.4%0.924%
8/5/2025 Pointe Capital Management LLC8,666$1.37M0.7%+12.4%0.013%
8/5/2025 Marion Wealth Management51,656$8.15M2.0%+4.3%0.077%
8/5/2025 Bank of New York Mellon Corp221,460$34.94M0.0%-6.0%0.332%
8/5/2025 Bank of Montreal Can153,838$24.27M0.0%-1.5%0.230%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
8/5/2025 Sigma Planning Corp7,441$1.17M0.0%-13.2%0.011%
8/5/2025 MMA Asset Management LLC8,352$1.32M0.5%-73.9%0.013%
8/5/2025 EPG Wealth Management LLC604$95K0.0%-51.4%0.001%
8/5/2025 TIAA Trust National Association2,672,631$421.52M1.1%-6.0%4.004%
8/5/2025 GHP Investment Advisors Inc.17,676$2.79M0.1%-2.7%0.026%
8/5/2025 Marshall Financial Group Inc. ADV1,424$225K0.1%-16.9%0.002%
8/5/2025 Dravo Bay LLC4,687$739K0.4%+20.0%0.007%
8/4/2025 Partners in Financial Planning1,270$200K0.0%N/A0.002%
8/4/2025 Linscomb Wealth Inc.1,840$290K0.0%-7.7%0.003%
8/4/2025 AMG National Trust Bank266,461$42.04M1.1%-4.2%0.399%
(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, 1,031 institutional investors and hedge funds held shares of iShares Russell 2000 Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.10B), 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 808 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), M&T Bank Corp ($674.24K), and Charles Schwab Investment Management Inc. ($629.03K).

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

Institutional investors have bought a total of 16,769,020 shares in the last 24 months. This purchase volume represents approximately $2.69B in transactions.

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

Of the 486 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 7,710,617 shares in the last 24 months. This volume of shares sold represents approximately $1.22B in transactions.


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This page (NYSEARCA:IWN) was last updated on 8/13/2025 by MarketBeat.com Staff
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