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iShares Russell 2000 Value ETF (IWN) Institutional Ownership

iShares Russell 2000 Value ETF logo
$213.04 -0.28 (-0.13%)
As of 09:41 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)
511
Total
Institutional Inflows
(last 12 months)
$1.26B
Number of
Institutional Sellers
(last 12 months)
389
Total
Institutional Outflows
(last 12 months)
$2.02B
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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
9/23/2026 QRG Capital Management Inc.4,812$1.06M0.0%+26.6%0.007%
9/23/2026 Envestnet Portfolio Solutions Inc.9,930$2.20M0.0%+4.1%0.015%
9/23/2026 Envestnet Asset Management Inc.2,138,426$473.00M0.1%-0.3%3.252%
9/9/2026 LBJ Family Wealth Advisors Ltd.60,110$13.30M6.8%-0.7%0.093%
9/9/2026 MCF Advisors LLC228$50K0.0%+39.9%0.000%
9/9/2026 Capital Analysts LLC1,549$343K0.0%-15.8%0.002%
9/9/2026 SVB Wealth LLC11,058$2.45M0.1%-18.5%0.017%
9/9/2026 NorthRock Partners LLC5,136$1.14M0.0%-1.9%0.008%
9/9/2026 Integrated Wealth Concepts LLC21,117$4.67M0.0%+13.7%0.033%
9/9/2026 RFG Advisory LLC971$215K0.0%N/A0.002%
9/9/2026 NewEdge Advisors LLC61,284$13.56M0.0%+105.7%0.095%
9/9/2026 Pointe Capital Management LLC11,300$2.50M1.1%+0.9%0.017%
9/9/2026 IFP Advisors Inc8,502$1.88M0.0%+48.6%0.013%
9/9/2026 Baird Financial Group Inc.90,894$20.11M0.0%-0.8%0.141%
9/9/2026 Performa Ltd US LLC11,084$2.45M0.4%-7.6%0.017%
9/8/2026 Allworth Financial LP57,125$12.64M0.1%-54.6%0.088%
9/8/2026 Waverly Advisors LLC78,706$17.41M0.1%-1.3%0.122%
9/4/2026 Parkside Financial Bank & Trust22,409$4.96M0.3%-2.1%0.035%
9/3/2026 Anchor Capital Advisors LLC6,961$1.54M0.0%+23.8%0.011%
9/2/2026 Range Advisory LLC1,038$230K0.0%N/A0.002%
8/27/2026 Corient Private Wealth LP119,244$26.38M0.0%+9.8%0.184%
8/26/2026 HighTower Advisors LLC128,463$28.42M0.0%-2.6%0.199%
8/25/2026 Kirkwood Financial Services1,070$237K0.1%N/A0.002%
8/25/2026 Tobias Financial Advisors Inc.17,727$3.92M0.5%-0.7%0.027%
8/23/2026 Ameritas Advisory Services LLC5,972$1.32M0.0%+245.0%0.009%
8/23/2026 Endeavor Private Wealth Inc.1,450$321K0.1%-42.5%0.002%
8/23/2026 HB Wealth Management LLC48,958$10.83M0.1%+3.8%0.076%
8/22/2026 NBH Bank180$40K0.0%N/A0.000%
8/22/2026 Highland Investment Advisors LLC1,208$267K0.1%N/A0.002%
8/22/2026 NWF Advisory Services Inc.1,027$227K0.0%N/A0.002%
8/22/2026 TD Waterhouse Canada Inc.30,804$6.83M0.0%-4.5%0.048%
8/22/2026 Premier Path Wealth Partners LLC1,948$431K0.0%-2.4%0.003%
8/22/2026 Concurrent Investment Advisors LLC5,588$1.24M0.0%+153.9%0.009%
8/21/2026 Lowery Thomas LLC6,666$1.48M0.7%-1.2%0.010%
8/21/2026 Rodgers & Associates LTD7,021$1.55M0.1%-4.9%0.011%
8/21/2026 Alamar Capital Management LLC14,655$3.24M1.6%+5.2%0.023%
8/21/2026 Coppell Advisory Solutions LLC456$101K0.0%N/A0.001%
8/21/2026 SkyOak Wealth LLC10,538$2.33M0.4%-12.7%0.016%
8/21/2026 XML Financial LLC32,424$7.17M0.5%+1.1%0.050%
8/21/2026 Bedel Financial Consulting Inc.5,121$1.13M0.1%-1.7%0.008%
How to get a stake in Anthropic — before the IPO (Ad)

Anthropic, the maker of Claude AI, has reportedly filed for an IPO that could arrive as early as October. Its valuation has doubled since the announcement, with some estimates putting the company's worth near 3 trillion dollars by IPO day. Google, Amazon, Nvidia and Microsoft have all taken stakes, while Goldman Sachs, Morgan Stanley and JPMorgan are competing for private shares. Anthropic's annualized revenue reportedly grew 80 times in the first quarter alone. See how investors are positioning ahead of this closely watched IPO.tc pixel

Learn how to get a stake before the Anthropic IPO
8/21/2026 Murphy Middleton Hinkle & Parker Inc.11,049$2.44M1.0%+4.5%0.017%
8/21/2026 Midwest Professional Planners LTD.17,915$3.96M0.8%-5.1%0.028%
8/20/2026 Nwam LLC10,126$2.24M0.1%+0.9%0.016%
8/20/2026 Renasant Bank4,903$1.09M0.7%+4.5%0.008%
8/20/2026 Rehmann Capital Advisory Group8,665$1.92M0.1%+10.3%0.013%
8/20/2026 Rothschild Capital Partners LLC7,395$1.64M0.4%N/A0.011%
8/20/2026 RPg Family Wealth Advisory LLC23,120$5.11M0.8%+0.8%0.036%
8/20/2026 Risk Paradigm Group LLC23,082$5.11M3.4%+0.9%0.036%
8/20/2026 Sigma Planning Corp3,461$766K0.0%-7.6%0.005%
8/20/2026 Two Sigma Securities LLC1,265$280K0.0%-62.8%0.002%
8/20/2026 GTS Securities LLC16,929$3.75M0.1%-69.5%0.026%
8/20/2026 IMC Chicago LLC2,221$491K0.0%N/A0.003%
8/20/2026 Jasper Ridge Partners L.P.66,631$14.74M0.3%-79.3%0.103%
8/20/2026 Flputnam Investment Management Co.1,183$262K0.0%N/A0.002%
8/20/2026 Northwestern Mutual Wealth Management Co.75,271$16.65M0.0%+15.6%0.116%
8/20/2026 Greenleaf Trust1,594$353K0.0%N/A0.002%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC592$131K0.0%-39.3%0.001%
8/19/2026 Manchester Financial Inc.960$212K0.0%N/A0.001%
8/19/2026 Hsbc Holdings PLC862,739$190.84M0.1%+0.4%1.334%
8/19/2026 Wellington Management Group LLP325,490$72.00M0.0%+138.7%0.503%
8/13/2026 Capital Square LLC1,906$419K0.2%N/A0.003%
8/8/2026 Wealthfront Advisers LLC22,218$4.92M0.0%+8.5%0.034%
8/8/2026 Strategic Wealth Advisors LLC2,590$573K0.5%-2.8%0.004%
8/7/2026 Citizens Financial Group Inc. RI5,612$1.24M0.0%+10.4%0.009%
8/7/2026 MidFirst Bank28,046$6.20M0.4%-0.6%0.043%
8/7/2026 BlackRock Inc.113,932$25.20M0.0%-18.3%0.176%
8/7/2026 AMG National Trust Bank233,018$51.54M1.1%-2.0%0.360%
8/7/2026 Compass Capital Management Inc.22,757$5.03M0.3%N/A0.035%
8/7/2026 Roman Butler Fullerton & Co.1,213$267K0.1%N/A0.002%
8/7/2026 Baxter Bros Inc.2,000$442K0.1%-6.3%0.003%
8/7/2026 HBK Sorce Advisory LLC8,367$1.88M0.0%-12.9%0.013%
8/6/2026 Flputnam Investment Management Co.1,183$262K0.0%N/A0.002%
8/6/2026 SCS Capital Management LLC2,706$599K0.0%-17.6%0.004%
8/6/2026 Focus Partners Advisor Solutions LLC58,237$12.88M0.1%+3.2%0.090%
8/6/2026 Moran Wealth Management LLC19,356$4.28M0.1%N/A0.030%
8/6/2026 Capital Analysts LLC1,549$343K0.0%-15.8%0.002%
8/6/2026 Retirement Planning Group LLC8,121$1.80M0.0%-4.7%0.013%
8/5/2026 HighTower Advisors LLC128,463$28.42M0.0%-2.6%0.199%
8/5/2026 Anchor Capital Advisors LLC6,961$1.54M0.0%+23.8%0.011%
8/5/2026 Weinberger Asset Management Inc9,639$2.13M0.7%-3.4%0.015%
8/5/2026 Janney Montgomery Scott LLC14,530$3.21M0.0%+2.7%0.022%
8/5/2026 Fifth Third Bancorp177,121$39.18M0.1%-2.7%0.274%
8/5/2026 Midwest Trust Co15,839$3.50M0.0%-3.5%0.024%
8/5/2026 Investment Partners LTD.17,594$3.89M1.2%+2.3%0.027%
8/4/2026 RPg Family Wealth Advisory LLC21,859$4.84M1.0%-4.7%0.034%
8/4/2026 Jeppson Wealth Management LLC945$209K0.1%N/A0.001%
8/4/2026 Choreo LLC243,333$53.83M0.6%-0.2%0.376%
8/4/2026 Fulton Breakefield Broenniman LLC2,829$626K0.0%-2.4%0.004%
8/3/2026 BIP Wealth LLC5,323$1.18M0.0%+24.8%0.008%
8/3/2026 Phillips Financial Management LLC1,498$331K0.0%-20.0%0.002%
How to get a stake in Anthropic — before the IPO (Ad)

Anthropic, the maker of Claude AI, has reportedly filed for an IPO that could arrive as early as October. Its valuation has doubled since the announcement, with some estimates putting the company's worth near 3 trillion dollars by IPO day. Google, Amazon, Nvidia and Microsoft have all taken stakes, while Goldman Sachs, Morgan Stanley and JPMorgan are competing for private shares. Anthropic's annualized revenue reportedly grew 80 times in the first quarter alone. See how investors are positioning ahead of this closely watched IPO.tc pixel

Learn how to get a stake before the Anthropic IPO
8/3/2026 Sage Rhino Capital LLC1,035$229K0.0%N/A0.002%
8/3/2026 Pinnacle Associates Ltd.4,531$1.00M0.0%-1.8%0.007%
8/3/2026 VAUGHAN & Co SECURITIES INC.4,869$1.08M0.5%-1.0%0.008%
8/3/2026 Bryn Mawr Trust Advisors LLC7,080$1.57M0.1%-5.1%0.011%
8/3/2026 Oppenheimer & Co. Inc.12,496$2.76M0.0%+110.8%0.019%
8/3/2026 Timonier Family Office LTD.952$211K0.1%N/A0.001%
8/3/2026 Lowe Brockenbrough & Co. Inc.7,625$1.69M0.1%-2.4%0.012%
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%


IWN Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,061 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. ($473.00M), 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 856 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 ($1.78M), Alaska Permanent Fund Corp ($1.73M), Hsbc Holdings PLC ($897.02K), Bank of America Corp DE ($821.25K), and Strategic Financial Concepts LLC ($796.03K).

Institutional investors have bought a total of 6,893,620 shares in the last 24 months. This purchase volume represents approximately $1.26B in transactions.

Of the 389 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 ($1.60M), M&T Bank Corp ($995.57K), Morgan Stanley ($414.80K), Jasper Ridge Partners L.P. ($255.05K), and Atom Investors LP ($223.91K).

Institutional investors have sold a total of 11,035,931 shares in the last 24 months. This volume of shares sold represents approximately $2.02B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IWN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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