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iShares Russell 2000 Value ETF (IWN) Institutional Ownership

iShares Russell 2000 Value ETF logo
$209.61 +3.05 (+1.48%)
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)
592
Total
Institutional Inflows
(last 12 months)
$1.81B
Number of
Institutional Sellers
(last 12 months)
478
Total
Institutional Outflows
(last 12 months)
$2.09B
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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
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%
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%
5/5/2026 Sigma Planning Corp3,744$710K0.0%+3.6%0.006%
5/5/2026 Checchi Capital Advisers LLC13,222$2.51M0.1%+20.6%0.020%
5/5/2026 Fell Capital Management ADV25,728$4.88M4.7%+25.2%0.040%
5/5/2026 Broadview Financial Management LLC2,949$559K0.4%-2.1%0.005%
5/5/2026 Avantax Planning Partners Inc.30,585$5.80M0.2%-4.8%0.047%
5/4/2026 AMG National Trust Bank237,810$45.09M1.0%-2.4%0.368%
5/4/2026 Retirement 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%
5/4/2026 Bryn Mawr Trust Advisors LLC7,461$1.42M0.1%-2.0%0.012%
5/4/2026 V2 Financial group LLC1,100$209K0.1%N/A0.002%
5/4/2026 Center for Financial Planning Inc.4,069$771K0.1%-13.4%0.006%
5/4/2026 Principal Financial Group Inc.115,483$21.90M0.0%-25.2%0.179%
5/4/2026 Bedel Financial Consulting Inc.5,210$988K0.1%+6.4%0.008%
5/4/2026 Chicago Partners Investment Group LLC4,024$830K0.0%+5.6%0.006%
5/4/2026 Sentinel Wealth Management Inc.26,165$4.96M4.0%-0.7%0.041%
5/4/2026 Procyon Advisors LLC2,500$474K0.0%-10.1%0.004%
5/2/2026 Pacific Life Fund Advisors LLC428,929$81.32M9.3%-0.8%0.664%
5/2/2026 Strategic Wealth Advisors LLC2,665$505K0.4%+2.9%0.004%
5/2/2026 Diversify Wealth Management LLC3,662$748K0.0%+23.1%0.006%
5/2/2026 Valmark Advisers Inc.2,424$460K0.0%+2.3%0.004%
5/2/2026 Carnegie Investment Counsel5,594$1.06M0.0%+14.0%0.009%
5/1/2026 Citizens Financial Group Inc. RI5,084$964K0.0%-5.3%0.008%
5/1/2026 Midwest Trust Co16,405$3.11M0.0%+1.4%0.025%
5/1/2026 Fifth Third Bancorp182,001$34.51M0.1%+115.9%0.282%
5/1/2026 Droms Strauss Advisors Inc. MO ADV35,235$6.68M1.7%+2.7%0.055%
5/1/2026 Sequoia Financial Advisors LLC14,332$2.72M0.0%+3.3%0.022%
5/1/2026 Independence Bank of Kentucky1,585$300K0.0%+6.8%0.002%
5/1/2026 Mascoma Wealth Management LLC222$42K0.0%+692.9%0.000%
5/1/2026 William Howard & Co Financial Advisors Inc1,081$205K0.2%-16.1%0.002%
5/1/2026 Relyea Zuckerberg Hanson LLC8,519$1.62M0.2%+1.6%0.013%
5/1/2026 Cedar Mountain Advisors LLC369$70K0.0%+17.9%0.001%
5/1/2026 Diversified Investment Strategies LLC4,732$897K0.6%+1.9%0.007%
4/30/2026 Equitable Trust Co.4,188$794K0.0%+27.2%0.006%
4/30/2026 Hsbc Holdings PLC859,009$162.86M0.1%+1,784.5%1.327%
4/30/2026 Sonata Capital Group Inc.60,923$11.55M4.3%-0.5%0.094%
4/30/2026 First Horizon Corp58,451$11.08M0.5%+6.9%0.090%
4/30/2026 Kestra Advisory Services LLC53,328$10.11M0.0%-1.6%0.082%
4/30/2026 Money Concepts Capital Corp5,379$1.02M0.1%N/A0.008%
4/29/2026 Penobscot Investment Management Company Inc.12,412$2.35M0.2%+0.6%0.019%
4/29/2026 SilverOak Wealth Management LLC8,901$1.69M0.3%-1.7%0.014%
4/29/2026 Saxon Interests Inc.4,818$913K0.3%+262.0%0.007%
4/29/2026 Addison Capital Co10,331$1.96M0.3%N/A0.016%
4/29/2026 Clearwave Capital LLC1,426$270K0.2%+4.9%0.002%
4/29/2026 K2 Financial Inc.975$201K0.1%N/A0.002%
4/29/2026 United Asset Strategies Inc.38,671$7.33M0.6%+0.1%0.060%
4/29/2026 Integrated Advisors Network LLC5,412$1.03M0.1%-2.3%0.008%
4/29/2026 Interactive Financial Advisors Inc.10,717$2.03M1.3%-3.4%0.017%
4/28/2026 Whittier Trust Co. of Nevada Inc.110,561$21.33M0.4%-2.8%0.171%
4/28/2026 Whittier Trust Co.199,452$38.47M0.4%-1.2%0.308%
4/28/2026 Bogart Wealth LLC182$35K0.0%+219.3%0.000%
4/28/2026 Carlton Hofferkamp & Jenks Wealth Management LLC1,358$282K0.1%-19.6%0.002%
4/28/2026 Stephens Inc. AR59,173$11.22M0.1%+11.0%0.091%
4/28/2026 Hillcrest Wealth Advisors NY LLC70,605$13.39M5.4%+0.4%0.109%
4/28/2026 NBT Bank N A NY2,462$467K0.0%+96.2%0.004%
4/28/2026 Howe & Rusling Inc.1,943$368K0.0%-7.8%0.003%
4/28/2026 Whitegate Investment Counselors Inc.24,627$4.67M1.5%+0.2%0.038%
4/28/2026 Meramec Financial Planners LLC13,245$2.75M1.1%-2.3%0.020%
4/28/2026 QRG Capital Management Inc.3,802$721K0.0%+42.3%0.006%
4/27/2026 TCI Wealth Advisors Inc.1,228$233K0.0%N/A0.002%
4/27/2026 HB Wealth Management LLC47,166$8.94M0.1%+0.3%0.073%
4/27/2026 PFG Investments LLC3,147$597K0.0%-4.5%0.005%
4/27/2026 BIP Wealth LLC4,265$809K0.0%+23.9%0.007%
4/27/2026 Kelman Lazarov Inc.1,405$266K0.0%N/A0.002%
4/27/2026 World Investment Advisors5,058$959K0.0%+21.3%0.008%
4/27/2026 Private Advisor Group LLC21,605$4.10M0.0%-9.1%0.033%
4/27/2026 Y Intercept Hong Kong Ltd7,596$1.44M0.0%+276.0%0.012%
4/27/2026 Sharp Wealth Advisory LLC2,556$485K0.2%+34.0%0.004%
4/25/2026 Keybank National Association OH54,460$10.33M0.0%-6.1%0.085%
4/25/2026 Stevens Capital Partners28,230$5.35M1.3%+6.0%0.044%
4/25/2026 Smithbridge Asset Management Inc. DE3,153$598K0.1%-50.0%0.005%
4/24/2026 Root Financial Partners LLC972$184K0.0%+225.1%0.002%
4/24/2026 Squire Investment Management Company LLC10,152$1.93M0.5%+14.9%0.016%
4/24/2026 Fulton Bank N.A.2,362$448K0.0%-2.6%0.004%
4/24/2026 Wealth Care LLC5,000$948K0.8%N/A0.008%
4/24/2026 Harbor Investment Advisory LLC60,099$11.39M0.9%-0.6%0.093%
4/23/2026 Premier Path Wealth Partners LLC1,995$378K0.0%-10.1%0.003%
4/23/2026 Powell Investment Advisors LLC115,437$21.89M7.5%+1.1%0.180%
4/23/2026 McLean Asset Management Corp29,699$5.63M1.0%-0.2%0.046%
4/23/2026 Apollon Wealth Management LLC2,963$562K0.0%-7.3%0.005%
4/22/2026 Janney Montgomery Scott LLC14,143$2.68M0.0%+2.8%0.022%
4/22/2026 Caldwell Trust Co2,987$566K0.1%-9.6%0.005%
4/22/2026 Cornerstone Wealth Group LLC3,921$805K0.1%N/A0.006%
4/22/2026 Sterling Capital Management LLC33,553$6.36M0.1%+79.3%0.052%
4/21/2026 Laurel Oak Wealth Management LLC4,730$897K0.2%-4.5%0.007%
4/21/2026 Maltin Wealth Management Inc.2,631$499K0.2%-6.6%0.004%
4/21/2026 J2 Capital Management Inc9,156$1.74M1.2%N/A0.014%
4/21/2026 GHP Investment Advisors Inc.16,866$3.20M0.1%-3.4%0.026%
4/21/2026 Falcon Wealth Planning10,658$2.02M0.1%-17.3%0.017%
4/21/2026 Davidson Trust Co.4,156$788K0.3%+2.4%0.006%
4/20/2026 Kestra Private Wealth Services LLC19,929$3.78M0.0%+13.1%0.031%
4/20/2026 Ritholtz Wealth Management1,527$290K0.0%+21.6%0.002%
4/20/2026 Corundum Group Inc.53,508$10.15M3.4%-0.7%0.083%
4/20/2026 Blue Trust Inc.10,760$2.04M0.0%-23.0%0.017%
4/20/2026 Fifth Third Wealth Advisors LLC6,359$1.21M0.0%-16.6%0.010%


IWN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWN shares?

During the previous two years, 1,070 institutional investors and hedge funds held shares of iShares Russell 2000 Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.19B), Morgan Stanley ($773.72M), TIAA Trust National Association ($500.29M), Envestnet Asset Management Inc. ($379.89M), Alaska Permanent Fund Corp ($347.85M), Starboard Value LP ($226.04M), and D.A. Davidson & CO. ($225.85M).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 870 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), TIAA Trust National Association ($1.95M), Vaughan Nelson Investment Management L.P. ($1.86M), 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).

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

Institutional investors have bought a total of 10,629,779 shares in the last 24 months. This purchase volume represents approximately $1.81B in transactions.

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

Of the 473 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 ($3.31M), TIAA Trust National Association ($1.77M), M&T Bank Corp ($1.03M), Morgan Stanley ($414.80K), Facet Wealth Inc. ($233.33K), Atom Investors LP ($223.91K), and US Bancorp DE ($223.46K).

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

Institutional investors have sold a total of 12,139,764 shares in the last 24 months. This volume of shares sold represents approximately $2.09B in transactions.


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This page (NYSEARCA:IWN) was last updated on 5/5/2026 by MarketBeat.com Staff.
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