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iShares Russell 2000 Value ETF (IWN) Institutional Ownership

iShares Russell 2000 Value ETF logo
$180.84 +1.34 (+0.75%)
Closing price 04:10 PM Eastern
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$180.84 +0.00 (+0.00%)
As of 07:20 PM 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)
592
Total
Institutional Inflows
(last 12 months)
$2.75B
Number of
Institutional Sellers
(last 12 months)
493
Total
Institutional Outflows
(last 12 months)
$1.28B
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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
10/15/2025McClarren Financial Advisors Inc.1,183$209K0.1%N/A0.002%
10/15/2025Cornerstone Wealth Advisors Inc.8,211$1.45M0.4%-4.6%0.012%
10/15/2025DAVENPORT & Co LLC11,689$2.07M0.0%+324.9%0.017%
10/15/2025Veery Capital LLC7,656$1.35M0.4%+2.4%0.011%
10/14/2025RTD Financial Advisors Inc.55,992$9.90M1.2%-3.2%0.083%
10/14/2025Trust Co. of Vermont3,328$588K0.0%+4.1%0.005%
10/14/2025Farther Finance Advisors LLC8,742$1.55M0.0%+67.2%0.013%
10/14/2025HBK Sorce Advisory LLC8,017$1.44M0.0%-0.8%0.012%
10/14/2025Builder Investment Group Inc. ADV2,087$369K0.1%+8.4%0.003%
10/14/2025Brighton Jones LLC4,973$879K0.0%+8.0%0.007%
10/10/2025 Marion Wealth Management51,981$9.19M2.2%+0.6%0.077%
10/10/2025 Diversified Enterprises LLC1,909$338K0.0%-4.0%0.003%
10/10/2025 Fifth Third Securities Inc.13,403$2.37M0.2%-1.1%0.020%
10/10/2025 Lionshead Wealth Management LLC1,430$253K0.2%+5.6%0.002%
10/10/2025 Falcon Wealth Planning13,199$2.33M0.2%-5.0%0.020%
10/10/2025 KMG Fiduciary Partners LLC1,237$219K0.0%N/A0.002%
10/10/2025 Fiduciary Financial Group LLC3,436$608K0.1%-14.4%0.005%
10/9/2025 CGN Advisors LLC1,183$209K0.0%N/A0.002%
10/9/2025 Bartlett & CO. Wealth Management LLC14,532$2.57M0.0%+2.1%0.022%
10/9/2025 U.S. Capital Wealth Advisors LLC1,803$319K0.0%+4.4%0.003%
10/9/2025 Harbour Capital Advisors LLC7,405$1.32M0.3%-1.7%0.011%
10/9/2025 Affinity Capital Advisors LLC5,475$975K0.1%-4.2%0.008%
10/9/2025 Prosperity Planning Inc.18,158$3.21M0.9%-8.4%0.027%
10/8/2025 Wedmont Private Capital1,219$217K0.0%N/A0.002%
10/8/2025 Balefire LLC1,692$299K0.1%N/A0.003%
10/8/2025 M.E. Allison & CO. Inc.1,185$210K0.1%N/A0.002%
10/7/2025 LBJ Family Wealth Advisors Ltd.62,284$11.01M6.0%-0.4%0.092%
10/7/2025 Stephens Group Asset Management LLC239,595$42.36M2.9%-20.1%0.355%
10/7/2025 Friday Financial2,382$421K0.2%+5.0%0.004%
10/7/2025 Sanders Morris Harris LLC1,200$212K0.0%N/A0.002%
10/6/2025 LWM Advisors Inc.37,400$6.61M5.9%+3.2%0.055%
10/6/2025 Heartwood Wealth Advisors LLC824$146K0.0%N/A0.001%
10/6/2025 Venture Visionary Partners LLC33,337$5.89M0.2%+0.3%0.049%
10/6/2025 Cambridge Financial Group LLC2,154$381K0.1%N/A0.003%
10/3/2025 St. Clair Advisors LLC2,856$505K0.1%-2.9%0.004%
9/29/2025 Summit Financial Wealth Advisors LLC1,484$234K0.0%N/A0.002%
9/26/2025Corient Private Wealth LLC133,480$21.06M0.0%-34.4%0.198%
9/26/2025Capital A Wealth Management LLC615$96K1.0%N/A0.001%
9/22/2025Caldwell Trust Co3,274$517K0.1%N/A0.005%
9/12/2025Valeo Financial Advisors LLC6,320$997K0.0%-2.1%0.009%
9/4/2025Osaic Holdings Inc.81,035$12.79M0.0%+14.1%0.120%
9/3/2025American Trust2,926$462K0.0%N/A0.004%
9/2/2025FSC Wealth Advisors LLC1,381$218K0.1%+8.5%0.002%
8/27/2025Orion Porfolio Solutions LLC1,271$200K0.0%N/A0.002%
8/27/2025Squarepoint Ops LLC8,392$1.32M0.0%-77.3%0.012%
8/21/2025Clarion Wealth Managment Partners LLC6,119$965K1.1%N/A0.009%
8/19/2025Advisory Services Network LLC11,034$1.77M0.0%+10.8%0.016%
8/19/2025Asset Dedication LLC1,526$241K0.0%-4.6%0.002%
8/18/2025Geneos Wealth Management Inc.19,186$3.03M0.1%+8.3%0.028%
8/18/2025Kestra Investment Management LLC337$53K0.0%-39.6%0.001%
8/16/2025Headlands Technologies LLC2,523$398K0.0%+655.4%0.004%
8/15/2025Tower Research Capital LLC TRC 54,895$8.66M0.2%-19.4%0.082%
8/15/2025Binnacle Investments Inc1,068$168K0.1%-9.9%0.002%
8/15/2025Semmax Financial Advisors Inc.391$63K0.0%+73.0%0.001%
8/15/2025Corient Private Wealth LLC134,978$21.30M0.0%-33.7%0.200%
8/15/2025Equitable Holdings Inc.21,360$3.37M0.0%-5.7%0.032%
8/15/2025Optimist Retirement Group LLC2,164$341K0.2%+6.7%0.003%
8/15/2025Captrust Financial Advisors129,235$20.39M0.0%+54.3%0.192%
8/15/2025Visionary Wealth Advisors18,276$2.88M0.1%-1.0%0.027%
8/15/2025Two Sigma Securities LLC7,914$1.25M0.2%-46.5%0.012%
8/15/2025Smartleaf Asset Management LLC3,455$545K0.0%+132.8%0.005%
8/15/2025Oxford Financial Group LTD. LLC27,174$4.29M0.3%-1.5%0.040%
8/15/2025Orion Porfolio Solutions LLC1,271$200K0.0%N/A0.002%
8/15/2025MML Investors Services LLC29,807$4.70M0.0%-9.5%0.044%
8/15/2025Monograph Wealth Advisors LLC3,284$518K0.1%+9.7%0.005%
8/15/2025Modern Wealth Management LLC10,330$1.63M0.0%+5.1%0.015%
8/15/2025Great Valley Advisor Group Inc.8,321$1.31M0.0%-2.0%0.012%
8/15/2025Gallagher Fiduciary Advisors LLC5,292$835K0.0%-1.7%0.008%
8/15/2025EP Wealth Advisors LLC62,532$9.87M0.1%-12.6%0.093%
8/15/2025BNP Paribas Financial Markets508,278$80.19M0.0%+99.4%0.755%
8/15/2025Bishop & Co Investment Management LLC21,756$3.43M1.2%+7.9%0.032%
8/15/2025Bank of America Corp DE6,753,830$1.07B0.1%+6.7%10.028%
8/15/2025Ameriprise Financial Inc.219,913$34.51M0.0%+2.3%0.327%
8/15/2025AQR Capital Management LLC99,447$15.69M0.0%+0.2%0.148%
8/14/2025Connecticut Wealth Management LLC4,786$755K0.0%-9.0%0.007%
8/14/2025Sentinel Wealth Management Inc.29,888$4.72M4.4%N/A0.044%
8/14/2025Ausdal Financial Partners Inc.2,421$382K0.0%N/A0.004%
8/14/2025Raymond James Financial Inc.394,018$62.16M0.0%-25.0%0.585%
8/14/2025Betterment LLC748,283$118.05M0.3%-5.8%1.111%
8/14/2025Alliancebernstein L.P.90,630$14.30M0.0%+1.0%0.135%
8/14/2025Peapack Gladstone Financial Corp45,363$7.16M0.1%-0.5%0.067%
8/14/2025HUB Investment Partners LLC1,850$292K0.0%-12.2%0.003%
8/14/2025Ieq Capital LLC52,970$8.36M0.1%-3.8%0.079%
8/14/2025Squarepoint Ops LLC8,392$1.32M0.0%-77.3%0.012%
8/14/2025FAS Wealth Partners Inc.11,115$1.75M0.1%+4.1%0.017%
8/14/2025Jasper Ridge Partners L.P.321,684$50.75M1.3%-7.2%0.478%
8/14/2025Sei Investments Co.285,170$44.99M0.1%+19.7%0.423%
8/14/2025Dimension Capital Management LLC2,478$391K0.1%-38.5%0.004%
8/14/2025NewEdge Advisors LLC17,997$2.84M0.0%-16.4%0.027%
8/14/2025Integrated Investment Consultants LLC28,319$4.47M0.8%+40.3%0.042%
8/14/2025Ariel Investments LLC21,467$3.39M0.0%-47.1%0.032%
8/14/2025Qube Research & Technologies Ltd10,368$1.64M0.0%+571.9%0.015%
8/14/2025Certuity LLC1,829$289K0.0%+6.5%0.003%
8/14/2025CoreFirst Bank & Trust525$83K0.0%N/A0.001%
8/14/2025SVB Wealth LLC25,535$4.03M0.2%N/A0.038%
8/14/2025Navis Wealth Advisors LLC1,500$237K0.2%N/A0.002%
8/14/2025Cerity Partners LLC109,152$17.22M0.0%+1.4%0.162%
8/13/2025Gamco Investors INC. ET AL4,580$723K0.0%N/A0.007%
8/13/2025Idaho Trust Co37,553$5.92M2.1%+8.2%0.056%
8/13/2025StoneX Group Inc.2,402$379K0.0%+11.8%0.004%
(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 819 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 17,106,663 shares in the last 24 months. This purchase volume represents approximately $2.75B in transactions.

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

Of the 493 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 8,140,827 shares in the last 24 months. This volume of shares sold represents approximately $1.29B in transactions.


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This page (NYSEARCA:IWN) was last updated on 10/15/2025 by MarketBeat.com Staff
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