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iShares Russell 2000 Value ETF (IWN) Institutional Ownership

iShares Russell 2000 Value ETF logo
$207.44 -3.55 (-1.68%)
Closing price 03:59 PM Eastern
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$207.42 -0.03 (-0.01%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
504
Total
Institutional Inflows
(last 12 months)
$1.26B
Number of
Institutional Sellers
(last 12 months)
391
Total
Institutional Outflows
(last 12 months)
$2.25B
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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
10/14/2026First Citizens Bank & Trust Co.9,333$1.96M0.0%-3.4%0.014%
10/14/2026Foundation Wealth Management LLC PA16,212$3.40M1.1%-11.0%0.025%
10/14/2026Foster Group Inc.3,486$730K0.0%-6.8%0.005%
10/14/2026Krilogy Financial LLC2,898$612K0.0%-13.2%0.004%
10/14/2026Affinity Capital Advisors LLC5,332$1.12M0.1%-2.5%0.008%
10/13/2026Sax Wealth Advisors LLC11,307$2.37M0.1%-0.6%0.017%
10/10/2026RTD Financial Advisors Inc.49,047$10.27M1.1%-0.9%0.075%
10/10/2026Marquette Asset Management LLC393$82K0.0%-100.0%0.001%
10/10/2026Friday Financial3,178$669K0.1%+32.1%0.005%
10/10/2026Atlas Brown Inc.19,940$4.18M1.1%-0.7%0.030%
10/10/2026Davidson Trust Co.4,999$1.05M0.4%-1.9%0.008%
10/9/2026Fell Capital Management ADV27,420$5.74M4.9%+0.8%0.042%
10/9/2026Balefire LLC1,353$283K0.0%-4.9%0.002%
10/9/2026Wedmont Private Capital4,880$1.03M0.0%N/A0.007%
10/9/2026Stephens Group Asset Management LLC231,073$48.40M2.8%-1.2%0.353%
10/9/2026WoodTrust Financial Corp127,265$26.66M3.3%-3.7%0.195%
10/9/2026Graves Light Lenhart Wealth Inc.8,673$1.82M0.2%-1.4%0.013%
10/9/2026Prosperity Planning Inc.17,655$3.70M0.8%-1.6%0.027%
10/9/2026Diversified Management Inc.1,464$307K0.1%+3.8%0.002%
10/8/2026Farther Finance Advisors LLC21,628$4.53M0.0%+0.7%0.033%
10/8/2026Aletheian Wealth Advisors LLC6,805$1.43M0.6%+3.9%0.010%
10/8/2026Apella Capital LLC12,209$2.56M0.0%+144.7%0.019%
10/8/2026Avidian Wealth Enterprises LLC1,318$276K0.0%+16.6%0.002%
10/8/2026Valeo Financial Advisors LLC7,029$1.47M0.0%+1.3%0.011%
10/8/2026LWM Advisors Inc.37,856$7.93M6.0%-1.7%0.058%
10/8/2026Veery Capital LLC7,373$1.54M0.4%-4.3%0.011%
10/7/2026Venture Visionary Partners LLC35,375$7.41M0.2%+3.9%0.054%
10/7/2026Steph & Co.1,708$358K0.1%-6.4%0.003%
10/7/2026Canandaigua National Trust Co of Florida1,195$250K0.1%N/A0.002%
10/7/2026Wealth Enhancement Trust Services Inc.1,074$225K0.0%-8.4%0.002%
10/6/2026Congress Asset Management Co.1,698$356K0.0%N/A0.003%
10/5/2026Eastern Bank606$127K0.0%+49.6%0.001%
10/5/2026MassMutual Private Wealth & Trust FSB5,298$1.11M0.0%-2.4%0.008%
10/1/2026 LBJ Family Wealth Advisors Ltd.59,728$12.51M6.4%-0.6%0.091%
9/23/2026QRG Capital Management Inc.4,812$1.06M0.0%+26.6%0.007%
9/23/2026Envestnet Portfolio Solutions Inc.9,930$2.20M0.0%+4.1%0.015%
9/23/2026Envestnet 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%
9/9/2026MCF Advisors LLC228$50K0.0%+39.9%0.000%
9/9/2026Capital Analysts LLC1,549$343K0.0%-15.8%0.002%
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9/9/2026SVB Wealth LLC11,058$2.45M0.1%-18.5%0.017%
9/9/2026NorthRock Partners LLC5,136$1.14M0.0%-1.9%0.008%
9/9/2026Integrated Wealth Concepts LLC21,117$4.67M0.0%+13.7%0.033%
9/9/2026RFG Advisory LLC971$215K0.0%N/A0.002%
9/9/2026NewEdge Advisors LLC61,284$13.56M0.0%+105.7%0.095%
9/9/2026Pointe Capital Management LLC11,300$2.50M1.1%+0.9%0.017%
9/9/2026IFP Advisors Inc8,502$1.88M0.0%+48.6%0.013%
9/9/2026Baird Financial Group Inc.90,894$20.11M0.0%-0.8%0.141%
9/9/2026Performa Ltd US LLC11,084$2.45M0.4%-7.6%0.017%
9/8/2026Allworth Financial LP57,125$12.64M0.1%-54.6%0.088%
9/8/2026Waverly Advisors LLC78,706$17.41M0.1%-1.3%0.122%
9/4/2026Parkside Financial Bank & Trust22,409$4.96M0.3%-2.1%0.035%
9/3/2026Anchor Capital Advisors LLC6,961$1.54M0.0%+23.8%0.011%
9/2/2026Range Advisory LLC1,038$230K0.0%N/A0.002%
8/27/2026Corient Private Wealth LP119,244$26.38M0.0%+9.8%0.184%
8/26/2026HighTower Advisors LLC128,463$28.42M0.0%-2.6%0.199%
8/25/2026Kirkwood Financial Services1,070$237K0.1%N/A0.002%
8/25/2026Tobias Financial Advisors Inc.17,727$3.92M0.5%-0.7%0.027%
8/23/2026Ameritas Advisory Services LLC5,972$1.32M0.0%+245.0%0.009%
8/23/2026Endeavor Private Wealth Inc.1,450$321K0.1%-42.5%0.002%
8/23/2026HB Wealth Management LLC48,958$10.83M0.1%+3.8%0.076%
8/22/2026NBH Bank180$40K0.0%N/A0.000%
8/22/2026Highland Investment Advisors LLC1,208$267K0.1%N/A0.002%
8/22/2026NWF Advisory Services Inc.1,027$227K0.0%N/A0.002%
8/22/2026TD Waterhouse Canada Inc.30,804$6.83M0.0%-4.5%0.048%
8/22/2026Premier Path Wealth Partners LLC1,948$431K0.0%-2.4%0.003%
8/22/2026Concurrent Investment Advisors LLC5,588$1.24M0.0%+153.9%0.009%
8/21/2026Lowery Thomas LLC6,666$1.48M0.7%-1.2%0.010%
8/21/2026Rodgers & Associates LTD7,021$1.55M0.1%-4.9%0.011%
8/21/2026Alamar Capital Management LLC14,655$3.24M1.6%+5.2%0.023%
8/21/2026Coppell Advisory Solutions LLC456$101K0.0%N/A0.001%
8/21/2026SkyOak Wealth LLC10,538$2.33M0.4%-12.7%0.016%
8/21/2026XML Financial LLC32,424$7.17M0.5%+1.1%0.050%
8/21/2026Bedel Financial Consulting Inc.5,121$1.13M0.1%-1.7%0.008%
8/21/2026Murphy Middleton Hinkle & Parker Inc.11,049$2.44M1.0%+4.5%0.017%
8/21/2026Midwest Professional Planners LTD.17,915$3.96M0.8%-5.1%0.028%
8/20/2026Nwam LLC10,126$2.24M0.1%+0.9%0.016%
8/20/2026Renasant Bank4,903$1.09M0.7%+4.5%0.008%
8/20/2026Rehmann Capital Advisory Group8,665$1.92M0.1%+10.3%0.013%
8/20/2026Rothschild Capital Partners LLC7,395$1.64M0.4%N/A0.011%
8/20/2026RPg Family Wealth Advisory LLC23,120$5.11M0.8%+0.8%0.036%
8/20/2026Risk Paradigm Group LLC23,082$5.11M3.4%+0.9%0.036%
8/20/2026Sigma Planning Corp3,461$766K0.0%-7.6%0.005%
8/20/2026Two Sigma Securities LLC1,265$280K0.0%-62.8%0.002%
8/20/2026GTS Securities LLC16,929$3.75M0.1%-69.5%0.026%
8/20/2026IMC Chicago LLC2,221$491K0.0%N/A0.003%
8/20/2026Jasper Ridge Partners L.P.66,631$14.74M0.3%-79.3%0.103%
8/20/2026Flputnam Investment Management Co.1,183$262K0.0%N/A0.002%
8/20/2026Northwestern Mutual Wealth Management Co.75,271$16.65M0.0%+15.6%0.116%
8/20/2026Greenleaf Trust1,594$353K0.0%N/A0.002%
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8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC592$131K0.0%-39.3%0.001%
8/19/2026Manchester Financial Inc.960$212K0.0%N/A0.001%
8/19/2026Hsbc Holdings PLC862,739$190.84M0.1%+0.4%1.334%
8/19/2026Wellington Management Group LLP325,490$72.00M0.0%+138.7%0.503%
8/13/2026Capital Square LLC1,906$419K0.2%N/A0.003%
8/8/2026Wealthfront Advisers LLC22,218$4.92M0.0%+8.5%0.034%
8/8/2026Strategic Wealth Advisors LLC2,590$573K0.5%-2.8%0.004%
8/7/2026Citizens Financial Group Inc. RI5,612$1.24M0.0%+10.4%0.009%
8/7/2026MidFirst Bank28,046$6.20M0.4%-0.6%0.043%
8/7/2026BlackRock Inc.113,932$25.20M0.0%-18.3%0.176%


IWN Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,051 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 846 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 6,892,729 shares in the last 24 months. This purchase volume represents approximately $1.26B in transactions.

Of the 391 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), Marquette Asset Management LLC ($1.22M), M&T Bank Corp ($995.57K), Morgan Stanley ($414.80K), and Jasper Ridge Partners L.P. ($255.05K).

Institutional investors have sold a total of 12,136,897 shares in the last 24 months. This volume of shares sold represents approximately $2.25B 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 10/14/2026. New 13F filings are added each quarter as they're published.
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