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iShares Russell 2000 Value ETF (IWN) Institutional Ownership

iShares Russell 2000 Value ETF logo
$156.20 -0.43 (-0.27%)
As of 06/12/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Number of
Institutional Buyers
(last 12 months)
562
Total
Institutional Inflows
(last 12 months)
$2.71B
Number of
Institutional Sellers
(last 12 months)
457
Total
Institutional Outflows
(last 12 months)
$1.29B
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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
6/2/2025 Modern Wealth Management LLC9,827$1.48M0.0%+7.6%0.014%
5/29/2025 Rhumbline Advisers1,205$182K0.0%+50.8%0.002%
5/28/2025 Jones Financial Companies Lllp2,060,421$311.58M0.3%-24.5%2.890%
5/21/2025 McAdam LLC10,021$1.51M0.1%+10.8%0.014%
5/21/2025 Geneos Wealth Management Inc.17,708$2.67M0.1%+3.1%0.024%
5/20/2025 Focus Partners Wealth197,397$29.80M0.1%-24.2%0.268%
5/20/2025 Strive Asset Management LLC3,670$554K0.4%-29.9%0.005%
5/19/2025 SCS Capital Management LLC4,239$640K0.0%N/A0.006%
5/16/2025 Northeast Financial Consultants Inc16,098$2.43M0.1%-49.6%0.022%
5/16/2025 Peloton Wealth Strategists10,449$1.58M0.7%N/A0.014%
5/16/2025 Ascent Group LLC5,156$778K0.0%N/A0.007%
5/16/2025 Arete Wealth Advisors LLC3,262$492K0.0%-22.2%0.004%
5/16/2025 Signature Estate & Investment Advisors LLC3,048$460K0.0%N/A0.004%
5/16/2025 Goldman Sachs Group Inc.1,068,747$161.36M0.0%-4.7%1.450%
5/16/2025 Kestra Investment Management LLC558$84K0.0%N/A0.001%
5/16/2025 Jones Financial Companies Lllp2,031,924$306.45M0.3%-25.6%2.757%
5/16/2025 NewEdge Advisors LLC21,525$3.25M0.0%-9.4%0.029%
5/16/2025 Integrated Wealth Concepts LLC9,780$1.48M0.0%+18.3%0.013%
5/16/2025 Hancock Whitney Corp35,263$5.32M0.2%-0.6%0.048%
5/16/2025 AQR Capital Management LLC99,236$14.98M0.0%+0.3%0.135%
5/16/2025 Ariel Investments LLC40,617$6.13M0.1%-12.5%0.055%
5/16/2025 Aprio Wealth Management LLC4,641$701K0.1%-1.5%0.006%
5/15/2025 EP Wealth Advisors LLC71,537$10.80M0.1%+6.3%0.097%
5/15/2025 First Manhattan CO. LLC.6,745$1.02M0.0%+11.5%0.009%
5/15/2025 Focus Partners Advisor Solutions LLC55,053$8.31M0.1%+4.4%0.075%
5/15/2025 Alamar Capital Management LLC12,872$1.94M1.1%-2.8%0.017%
5/15/2025 Flputnam Investment Management Co.2,199$332K0.0%-16.6%0.003%
5/15/2025 Royal Bank of Canada545,714$82.39M0.0%+2.0%0.740%
5/15/2025 Betterment LLC794,473$119.95M0.3%-4.2%1.078%
5/15/2025 MAI Capital Management257,113$38.82M0.3%-0.6%0.349%
5/15/2025 Twin Tree Management LP49,959$7.54M0.0%-1,349.0%0.068%
5/15/2025 Baird Financial Group Inc.85,824$12.96M0.0%-10.3%0.116%
5/15/2025 OLD Mission Capital LLC28,355$4.28M0.1%+51.7%0.038%
5/15/2025 WPG Advisers LLC325$49K0.0%N/A0.000%
5/15/2025 BNP Paribas Financial Markets254,952$38.49M0.0%-4.3%0.346%
5/15/2025 Earnest Partners LLC33,097$5.00M0.0%-9.7%0.045%
5/15/2025 Eisler Capital Management Ltd.4,548$686K0.0%N/A0.006%
5/14/2025 CreativeOne Wealth LLC13,772$2.08M0.1%+10.2%0.019%
5/14/2025 Ieq Capital LLC55,070$8.31M0.1%+7.6%0.075%
5/14/2025 Keeley Teton Advisors LLC8,280$1.25M0.2%+53.9%0.011%
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5/14/2025 Widmann Financial Services Inc.4,760$719K0.6%+5.8%0.006%
5/14/2025 Comerica Bank126,325$19.07M0.1%-0.7%0.171%
5/14/2025 RPg Family Wealth Advisory LLC9,671$1.46M0.4%N/A0.013%
5/14/2025 Synovus Financial Corp88,517$13.36M0.2%-2.6%0.120%
5/14/2025 Oliver Luxxe Assets LLC1,667$252K0.0%-21.1%0.002%
5/14/2025 Systematic Financial Management LP8,070$1.22M0.0%-59.3%0.011%
5/14/2025 Smartleaf Asset Management LLC1,484$224K0.0%+351.1%0.002%
5/14/2025 Northwestern Mutual Wealth Management Co.66,871$10.10M0.0%-1.2%0.091%
5/14/2025 Lionshead Wealth Management LLC1,436$217K0.2%-49.1%0.002%
5/14/2025 Sax Wealth Advisors LLC6,149$928K0.1%+19.4%0.008%
5/14/2025 Kestra Advisory Services LLC43,065$6.50M0.0%-10.7%0.058%
5/14/2025 Compound Planning Inc.3,364$508K0.0%+166.6%0.005%
5/14/2025 Alaska Permanent Fund Corp2,402,269$347.85M4.9%+94.9%3.260%
5/14/2025 CW Advisors LLC39,287$5.95M0.1%+9.7%0.053%
5/14/2025 Summit Financial LLC40,820$6.16M0.2%-6.5%0.055%
5/14/2025 United Asset Strategies Inc.27,022$4.08M0.4%+3.1%0.037%
5/14/2025 Flow Traders U.S. LLC53,813$8.13M0.3%+259.4%0.073%
5/14/2025 TFB Advisors LLC10,883$1.64M0.5%+3.5%0.015%
5/14/2025 GM Advisory Group LLC2,117$320K0.0%-26.1%0.003%
5/14/2025 Capital Analysts LLC5,414$817K0.0%+4.1%0.007%
5/14/2025 Venture Visionary Partners LLC33,360$5.04M0.2%-59.4%0.045%
5/14/2025 Banco Bilbao Vizcaya Argentaria S.A.125,000$18.81M0.2%N/A0.170%
5/14/2025 Berkshire Asset Management LLC PA9,036$1.35M0.1%+1.9%0.012%
5/14/2025 Hsbc Holdings PLC54,076$8.16M0.0%+4.1%0.073%
5/14/2025 Fuller & Thaler Asset Management Inc.42,493$6.42M0.0%-58.5%0.058%
5/14/2025 Quantbot Technologies LP4,548$687K0.0%-34.8%0.006%
5/14/2025 RWA Wealth Partners LLC25,436$3.84M0.0%+11.1%0.035%
5/14/2025 Wellington Management Group LLP512,305$77.35M0.0%+225.6%0.695%
5/13/2025 Northern Trust Corp610,876$92.23M0.0%-1.4%0.829%
5/13/2025 Mill Creek Capital Advisors LLC18,881$2.85M0.1%-21.4%0.026%
5/13/2025 Freestone Capital Holdings LLC2,161$326K0.0%+6.0%0.003%
5/13/2025 LWM Advisors Inc.36,609$5.46M5.7%+1.2%0.050%
5/13/2025 Intrepid Financial Planning Group LLC3,204$484K0.2%-4.8%0.004%
5/13/2025 Tyler Stone Wealth Management2,362$357K0.1%+29.4%0.003%
5/13/2025 Raymond James Financial Inc.525,134$79.29M0.0%-11.6%0.713%
5/13/2025 Cresset Asset Management LLC42,278$6.38M0.0%-7.6%0.057%
5/13/2025 Tocqueville Asset Management L.P.25,612$3.87M0.1%-2.2%0.035%
5/13/2025 Gator Capital Management LLC2,915$440K0.2%-16.6%0.004%
5/13/2025 EverSource Wealth Advisors LLC6,585$994K0.1%-52.0%0.009%
5/13/2025 Finley Financial LLC16,410$2.39M1.3%-1.2%0.022%
5/13/2025 Kovitz Investment Group Partners LLC64,319$9.71M0.0%+15.3%0.087%
5/13/2025 Ground Swell Capital LLC4,560$688K1.5%-61.5%0.006%
5/13/2025 Boston Partners30,976$4.68M0.0%-44.0%0.042%
5/13/2025 Heck Capital Advisors LLC17,291$2.61M0.3%-56.2%0.023%
5/13/2025 Brooklyn FI LLC30,966$4.68M1.4%-1.2%0.042%
5/13/2025 Russell Investments Group Ltd.2,265$342K0.0%+70.6%0.003%
5/13/2025 HighTower Advisors LLC131,246$19.82M0.0%-3.2%0.178%
5/12/2025 Independent Advisor Alliance1,408$213K0.0%-84.8%0.002%
5/12/2025 AFT Forsyth & Company Inc.3,810$575K0.3%-6.2%0.005%
5/12/2025 Atlas Capital Advisors Inc.14,806$2.24M0.3%-6.2%0.020%
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5/12/2025 First Western Trust Bank2,581$390K0.0%-3.3%0.004%
5/12/2025 Townsquare Capital LLC6,125$925K0.0%+26.7%0.008%
5/12/2025 Zions Bancorporation National Association UT10,686$1.61M0.1%N/A0.014%
5/12/2025 Truepoint Inc.2,356$356K0.0%-5.0%0.003%
5/12/2025 Citigroup Inc.232,085$35.04M0.0%+49.9%0.315%
5/12/2025 WealthPlan Investment Management LLC8,424$1.27M0.1%+3.8%0.011%
5/9/2025 Headlands Technologies LLC334$50K0.0%-46.7%0.000%
5/9/2025 Charles Schwab Investment Management Inc.672,793$101.58M0.0%-1.0%0.913%
5/9/2025 Exencial Wealth Advisors LLC7,590$1.15M0.0%-3.2%0.010%
5/9/2025 Palacios Wealth Management LLC1,157$175K0.1%N/A0.002%
(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, 1,037 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 ($429.31M), TIAA FSB ($351.65M), Alaska Permanent Fund Corp ($347.85M), Envestnet Asset Management Inc. ($315.39M), and Jones Financial Companies Lllp ($311.58M).Learn more on IWN's institutional investors.

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

Of the 816 institutional investors that purchased iShares Russell 2000 Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bishop & Co Investment Management LLC ($6.39M), TIAA Trust National Association ($2.77M), Alaska Permanent Fund Corp ($2.65M), Vaughan Nelson Investment Management L.P. ($2.60M), Brooklyn FI LLC ($2.05M), Strategic Financial Concepts LLC ($1.63M), 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 36,226,386 shares in the last 24 months. This purchase volume represents approximately $5.47B in transactions.

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

Of the 664 institutional investors that sold iShares Russell 2000 Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vaughan Nelson Investment Management L.P. ($1.45M), Jones Financial Companies Lllp ($1.37M), JPMorgan Chase & Co. ($977.31K), Bailard Inc. ($881.50K), Victory Capital Management Inc. ($817.78K), Morgan Stanley ($647.12K), and Allspring Global Investments Holdings LLC ($597.36K).

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

Institutional investors have sold a total of 18,192,311 shares in the last 24 months. This volume of shares sold represents approximately $2.71B in transactions.


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This page (NYSEARCA:IWN) was last updated on 6/13/2025 by MarketBeat.com Staff
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