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iShares Russell 2000 Value ETF (IWN) Institutional Ownership

iShares Russell 2000 Value ETF logo
$221.42 +0.84 (+0.38%)
As of 07/24/2026 04:10 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)
552
Total
Institutional Inflows
(last 12 months)
$1.50B
Number of
Institutional Sellers
(last 12 months)
432
Total
Institutional Outflows
(last 12 months)
$2.08B
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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
7/10/2026 Accel Wealth Management1,035$229K0.1%N/A0.002%
7/10/2026 Heck Capital Advisors LLC6,875$1.52M0.1%-3.0%0.011%
7/10/2026 JFS Wealth Advisors LLC3,385$749K0.0%+4.3%0.005%
7/10/2026 Fiduciary Financial Group LLC3,365$744K0.1%-3.5%0.005%
7/10/2026 Ocean Park Asset Management LLC1,559$345K0.0%N/A0.002%
7/10/2026 City Holding Co.22,445$4.97M0.6%+0.3%0.035%
7/10/2026 Prosperity Planning Inc.17,945$3.97M0.9%-2.6%0.028%
7/10/2026 Wealthcare Advisory Partners LLC7,488$1.66M0.0%+3.0%0.012%
7/9/2026 LWM Advisors Inc.38,500$8.52M6.3%-0.7%0.059%
7/9/2026 Friday Financial2,405$530K0.1%+9.7%0.004%
7/9/2026 Arista Wealth Management LLC4,126$913K0.1%-15.8%0.006%
7/9/2026 Aletheian Wealth Advisors LLC6,552$1.45M0.6%+2.9%0.010%
7/9/2026 Sax Wealth Advisors LLC11,371$2.52M0.1%+287.8%0.018%
7/9/2026 Oliver Luxxe Assets LLC1,260$279K0.0%-5.7%0.002%
7/9/2026 Valeo Financial Advisors LLC6,939$1.54M0.0%+7.6%0.011%
7/8/2026 Foresight Capital Management Advisors Inc.1,590$352K0.2%+33.6%0.002%
7/8/2026 OFS Enterprise LLC37,848$8.37M2.1%-1.2%0.058%
7/8/2026 DWR Wealth Management LLC3,868$856K0.6%-2.1%0.006%
7/8/2026 Clark Asset Management LLC1,340$296K0.0%+6.5%0.002%
7/8/2026 Evanson Financial LLC6,061$1.34M0.1%N/A0.009%
7/7/2026 Foster Group Inc.3,740$827K0.0%-2.2%0.006%
7/7/2026 Balefire LLC1,423$315K0.1%N/A0.002%
7/7/2026 Graves Light Lenhart Wealth Inc.8,797$1.95M0.2%-1.0%0.013%
7/7/2026 Canandaigua National Bank & Trust Co.2,896$641K0.1%N/A0.004%
7/2/2026 MassMutual Private Wealth & Trust FSB5,428$1.20M0.0%-4.7%0.008%
7/2/2026 Cedar Mountain Advisors LLC1,754$388K0.1%+375.3%0.003%
7/1/2026 Eastern Bank405$90K0.0%N/A0.001%
6/10/2026FAS Wealth Partners Inc.11,604$2.20M0.1%-1.3%0.018%
6/3/2026Parallel Advisors LLC12,091$2.29M0.0%+2.1%0.019%
6/3/2026NewEdge Advisors LLC29,799$5.65M0.0%+40.3%0.046%
6/1/2026First Nebraska Trust Co1,774$336K0.0%N/A0.003%
6/1/2026 Financial Solutions Advisory Group Inc.2,750$521K0.1%N/A0.004%
6/1/2026Integrated Investment Consultants LLC33,544$6.36M1.3%-10.5%0.052%
5/29/2026 Mullaney Keating & Wright Inc.29,517$5.60M3.0%-0.8%0.046%
5/29/2026Asset Dedication LLC2,214$420K0.0%+54.4%0.003%
5/28/2026Cozad Asset Management Inc.8,596$1.63M0.1%+1.4%0.013%
5/22/2026Segall Bryant & Hamill LLC35,146$6.66M0.1%-18.3%0.054%
5/22/2026Verus Capital Partners LLC2,787$528K0.0%-3.0%0.004%
5/19/2026 Royal Fund Management LLC39,407$7.47M0.7%N/A0.061%
5/19/2026Bank of America Corp DE6,123,638$1.16B0.1%-22.3%9.479%
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5/19/2026Janus Henderson Group PLC112,917$21.41M0.0%-15.2%0.175%
5/19/2026Arkadios Wealth Advisors23,060$4.37M0.1%-1.3%0.036%
5/18/2026Sunbelt Securities Inc.619$117K0.0%+823.9%0.001%
5/18/2026EverSource Wealth Advisors LLC49,596$9.40M0.3%+4,450.1%0.077%
5/18/2026Royal Bank of Canada553,944$105.02M0.0%+3.9%0.857%
5/18/2026Evercore Wealth Management LLC3,300$626K0.0%-25.0%0.005%
5/16/2026Quantinno Capital Management LP10,956$2.08M0.0%+55.6%0.017%
5/16/2026Castleark Management LLC1,060$201K0.0%-17.8%0.002%
5/15/2026Bradley Foster & Sargent Inc. CT1,445$274K0.0%+10.0%0.002%
5/15/2026Vawter Financial Ltd.10,019$1.90M0.8%-9.2%0.016%
5/15/2026Waverly Advisors LLC79,742$15.12M0.1%-0.5%0.123%
5/14/2026Gamco Investors INC. ET AL3,370$639K0.0%-16.7%0.005%
5/14/2026Pennington Partners & CO. LLC2,679$508K0.2%N/A0.004%
5/14/2026Public Employees Retirement System of Ohio15,315$2.90M0.0%+146.2%0.024%
5/14/2026Compound Planning Inc.3,337$633K0.0%+28.2%0.005%
5/14/2026Modern Wealth Management LLC8,119$1.55M0.0%-16.2%0.013%
5/14/2026Capula Management Ltd4,269$809K0.0%-12.5%0.007%
5/14/2026Systematic Financial Management LP7,594$1.44M0.0%-31.9%0.012%
5/14/2026Sei Investments Co.257,968$48.91M0.0%-4.0%0.399%
5/14/2026MWA Asset Management4,695$891K0.5%-1.3%0.007%
5/14/2026Alamar Capital Management LLC13,934$2.64M1.6%N/A0.022%
5/14/2026Lido Advisors LLC25,508$4.84M0.0%-18.0%0.039%
5/13/2026Cetera Investment Advisers250,563$47.50M0.1%-8.1%0.388%
5/13/2026Wealthspire Retirement LLC4,087$775K0.0%-10.6%0.006%
5/13/2026NewEdge Wealth LLC5,702$1.08M0.0%-46.8%0.009%
5/13/2026 First Citizens Bank & Trust Co.10,410$1.97M0.0%-3.7%0.016%
5/13/2026Alesco Advisors LLC An ESL Co3,241$614K0.0%-2.5%0.005%
5/8/2026PNC Financial Services Group Inc.1,100,598$208.66M0.1%-1.1%1.704%
5/8/2026Cassaday & Co Wealth Management LLC644,789$122.25M2.6%+1.4%0.998%
5/8/2026MWA Asset Management4,697$891K0.5%-1.3%0.007%
5/8/2026Johnson Financial Group Inc.5,160$978K0.0%-1.5%0.008%
5/7/2026Lowe Brockenbrough & Co. Inc.7,815$1.48M0.1%-12.1%0.012%
5/7/2026Parallel Advisors LLC12,091$2.29M0.0%+2.1%0.019%
5/7/2026Next Capital Management LLC1,898$360K0.1%N/A0.003%
5/7/2026Windward Private Wealth Management Inc.8,772$1.66M0.6%-3.5%0.014%
5/6/2026Bartlett & CO. Wealth Management LLC14,132$2.92M0.0%-2.6%0.022%
5/6/2026Zhang Financial LLC99,252$18.82M0.7%-0.7%0.154%
5/6/2026Modera Wealth Management LLC130,686$24.78M0.3%-1.7%0.202%
5/6/2026Assetmark Inc.16,924$3.21M0.0%-35.3%0.026%
5/6/2026 Main Street Group LTD468$89K0.0%N/A0.001%
5/6/2026Bessemer Group Inc.1,583$300K0.0%-60.4%0.002%
5/6/2026Allspring Global Investments Holdings LLC189,169$35.87M0.1%-13.9%0.293%
5/6/2026 Independent Financial Group LLC1,103$209K0.0%N/A0.002%
5/5/2026Wealthfront Advisers LLC20,476$3.88M0.0%+23.8%0.032%
5/5/2026D.A. Davidson & CO.1,273,529$241.45M1.5%+2.2%1.971%
5/5/2026Navigation Group LLC52,684$9.99M2.3%N/A0.082%
5/5/2026Midwest Professional Planners LTD.18,868$3.58M0.8%N/A0.029%
5/5/2026Bank of New York Mellon Corp284,106$53.86M0.0%+38.1%0.440%
5/5/2026Geneos Wealth Management Inc.20,403$3.87M0.1%+13.0%0.032%
5/5/2026Luts & Greenleigh Group Inc.8,476$1.61M1.3%+2.6%0.013%
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5/5/2026Advisors Preferred LLC1,796$341K0.1%-99.0%0.003%
5/5/2026Sanctuary Advisors LLC40,389$7.66M0.0%+3.2%0.063%
5/5/2026Sigma Planning Corp3,744$710K0.0%+3.6%0.006%
5/5/2026Checchi Capital Advisers LLC13,222$2.51M0.1%+20.6%0.020%
5/5/2026Fell Capital Management ADV25,728$4.88M4.7%+25.2%0.040%
5/5/2026Broadview Financial Management LLC2,949$559K0.4%-2.1%0.005%
5/5/2026Avantax Planning Partners Inc.30,585$5.80M0.2%-4.8%0.047%
5/4/2026AMG National Trust Bank237,810$45.09M1.0%-2.4%0.368%
5/4/2026Retirement Planning Group LLC8,519$1.62M0.1%+2.3%0.013%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management15,830$3.00M0.1%-4.6%0.025%


IWN Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,060 institutional investors and hedge funds held shares of iShares Russell 2000 Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.16B), Morgan Stanley ($773.72M), TIAA Trust National Association ($500.29M), Envestnet Asset Management Inc. ($379.89M), Alaska Permanent Fund Corp ($347.85M), D.A. Davidson & CO. ($241.45M), and Starboard Value LP ($226.04M).Learn more on iShares Russell 2000 Value ETF's 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.

Of the 861 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: Brooklyn FI LLC ($2.02M), Vaughan Nelson Investment Management L.P. ($1.86M), TIAA Trust National Association ($1.83M), Alaska Permanent Fund Corp ($1.73M), Strategic Financial Concepts LLC ($1.62M), Hsbc Holdings PLC ($931.93K), and Bank of America Corp DE ($821.25K).

Institutional investors have bought a total of 8,530,595 shares in the last 24 months. This purchase volume represents approximately $1.50B in transactions.

Of the 429 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 ($1.95M), Bank of America Corp DE ($1.80M), TIAA Trust National Association ($1.77M), M&T Bank Corp ($1.03M), Morgan Stanley ($414.80K), Atom Investors LP ($223.91K), and Facet Wealth Inc. ($204.29K).

Institutional investors have sold a total of 11,607,234 shares in the last 24 months. This volume of shares sold represents approximately $2.08B in transactions.


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This page (NYSEARCA:IWN) was last updated on 7/25/2026 by MarketBeat.com Staff.
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