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iShares Russell 2000 Value ETF (IWN) Institutional Ownership

iShares Russell 2000 Value ETF logo
$227.43 +0.66 (+0.29%)
As of 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)
515
Total
Institutional Inflows
(last 12 months)
$1.32B
Number of
Institutional Sellers
(last 12 months)
394
Total
Institutional Outflows
(last 12 months)
$1.95B
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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
8/13/2026 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%
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%
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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%
6/10/2026 FAS Wealth Partners Inc.11,604$2.20M0.1%-1.3%0.018%
6/3/2026 Parallel Advisors LLC12,091$2.29M0.0%+2.1%0.019%
6/3/2026 NewEdge Advisors LLC29,799$5.65M0.0%+40.3%0.046%
6/1/2026 First 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%
5/29/2026 Asset Dedication LLC2,214$420K0.0%+54.4%0.003%
5/28/2026Cozad Asset Management Inc.8,596$1.63M0.1%+1.4%0.013%
5/22/2026 Segall Bryant & Hamill LLC35,146$6.66M0.1%-18.3%0.054%
5/22/2026 Verus 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%
5/19/2026Janus Henderson Group PLC112,917$21.41M0.0%-15.2%0.175%
5/19/2026 Arkadios Wealth Advisors23,060$4.37M0.1%-1.3%0.036%
5/18/2026Sunbelt Securities Inc.619$117K0.0%+823.9%0.001%
5/18/2026 EverSource 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%
5/16/2026 Quantinno 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%
5/15/2026 Vawter Financial Ltd.10,019$1.90M0.8%-9.2%0.016%
5/15/2026Waverly Advisors LLC79,742$15.12M0.1%-0.5%0.123%
5/14/2026 Gamco Investors INC. ET AL3,370$639K0.0%-16.7%0.005%
5/14/2026Pennington Partners & CO. LLC2,679$508K0.2%N/A0.004%
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5/14/2026Public Employees Retirement System of Ohio15,315$2.90M0.0%+146.2%0.024%
5/14/2026 Compound 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%
5/14/2026 MWA Asset Management4,695$891K0.5%-1.3%0.007%
5/14/2026 Alamar Capital Management LLC13,934$2.64M1.6%N/A0.022%
5/14/2026 Lido Advisors LLC25,508$4.84M0.0%-18.0%0.039%
5/13/2026 Cetera Investment Advisers250,563$47.50M0.1%-8.1%0.388%


IWN Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,056 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 853 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 ($893.29K), Bank of America Corp DE ($821.25K), and Strategic Financial Concepts LLC ($796.03K).

Institutional investors have bought a total of 7,368,925 shares in the last 24 months. This purchase volume represents approximately $1.32B in transactions.

Of the 388 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), Atom Investors LP ($223.91K), and BNP Paribas Financial Markets ($203.50K).

Institutional investors have sold a total of 10,781,226 shares in the last 24 months. This volume of shares sold represents approximately $1.95B in transactions.


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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 8/13/2026. New 13F filings are added each quarter as they're published.
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