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iShares Russell 2000 Value ETF (IWN) Institutional Ownership

iShares Russell 2000 Value ETF logo
$155.26 -1.10 (-0.70%)
Closing price 04:10 PM Eastern
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$155.27 +0.01 (+0.01%)
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Institutional Ownership Changes (13F Filings) for iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Number of
Institutional Buyers
(last 12 months)
537
Total
Institutional Inflows
(last 12 months)
$2.34B
Number of
Institutional Sellers
(last 12 months)
415
Total
Institutional Outflows
(last 12 months)
$895.46M
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IWN Institutional Buying and Selling by Quarter

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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
3/24/2025 Wellington Management Group LLP157,330$25.83M0.0%+29.0%0.217%
3/24/2025Mascagni Wealth Management Inc.274$45K0.0%N/A0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC262,751$43.14M0.1%+0.8%0.363%
3/17/2025Members Wealth LLC1,299$215K0.2%N/A0.002%
3/12/2025 Centaurus Financial Inc.1,145$188K0.0%+25.7%0.002%
3/6/2025 Copia Wealth Management1,295$213K0.2%N/A0.002%
3/5/2025 Berkeley Inc3,000$492K0.3%-2.2%0.004%
2/28/2025 BridgePort Financial Solutions LLC2,169$347K0.2%N/A0.003%
2/28/2025 Park Square Financial Group LLC183$30K0.0%N/A0.000%
2/28/2025 Menard Financial Group LLC162$27K0.0%N/A0.000%
2/28/2025 Brooklyn FI LLC31,341$5.15M0.8%-3.3%0.043%
2/27/2025 Skyline Advisors Inc.2,005$329K0.1%-18.0%0.003%
2/27/2025Jefferies Financial Group Inc.27,014$4.44M0.0%+78.8%0.037%
2/27/2025 Pinnacle Wealth Planning Services Inc.1,576$259K0.0%N/A0.002%
2/27/2025 Carolinas Wealth Consulting LLC58,009$9.52M1.7%-0.3%0.079%
2/25/2025 Heck Capital Advisors LLC39,436$6.47M0.4%N/A0.054%
2/25/2025 Integrated Advisors Network LLC5,514$905K0.0%-3.5%0.008%
2/25/2025 Garde Capital Inc.4,630$760K0.1%-3.8%0.006%
2/24/2025 Liberty Square Wealth Partners LLC2,503$419K0.2%N/A0.003%
2/24/2025 Ameriflex Group Inc.277$46K0.0%N/A0.000%
2/22/2025 American Trust3,448$566K0.0%N/A0.005%
2/20/2025 Forum Financial Management LP3,105$510K0.0%+16.1%0.004%
2/19/2025 Toronto Dominion Bank12,733$2.09M0.0%+14.6%0.017%
2/19/2025 Pinney & Scofield Inc.810$133K0.1%N/A0.001%
2/19/2025 Public Employees Retirement System of Ohio26,390$4.33M0.0%-44.2%0.036%
2/18/2025 McMill Wealth Management1,873$307K0.1%N/A0.003%
2/18/2025 Stonebridge Financial Planning Group LLC2,914$478K0.2%+12.1%0.004%
2/18/2025 Pettinga Financial Advisors LLC5,379$883K0.2%-19.8%0.007%
2/18/2025 Connecticut Wealth Management LLC5,257$863K0.0%-8.3%0.007%
2/18/2025 Mosaic Family Wealth Partners LLC2,745$451K0.1%-3.4%0.004%
2/18/2025 Castleark Management LLC58,880$9.67M0.3%-36.3%0.077%
2/18/2025 Focus Partners Advisor Solutions LLC52,746$8.66M0.1%+57.5%0.069%
2/18/2025 First Heartland Consultants Inc.2,206$362K0.0%-30.7%0.003%
2/18/2025 Glen Eagle Advisors LLC210$34K0.0%+53.3%0.000%
2/18/2025 Principal Street Partners LLC6,093$1M0.2%N/A0.008%
2/18/2025 Delta Investment Management LLC1,604$263K0.1%N/A0.002%
2/17/2025 Vance Wealth LLC22,172$3.64M1.4%-1.3%0.029%
2/17/2025 Waverly Advisors LLC91,627$15.04M0.2%+9.7%0.120%
2/17/2025 Visionary Wealth Advisors18,608$3.06M0.2%-1.1%0.024%
2/17/2025 St. Clair Advisors LLC2,941$483K0.1%N/A0.004%
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2/17/2025 Towle & Co.10,972$1.80M0.3%N/A0.014%
2/17/2025 Two Sigma Investments LP57,500$9.44M0.0%+637.2%0.075%
2/17/2025 Strive Asset Management LLC5,237$860K0.6%N/A0.007%
2/17/2025 Toronto Dominion Bank12,733$2.09M0.0%+14.6%0.017%
2/17/2025 Systematic Financial Management LP19,846$3.26M0.1%+132.6%0.026%
2/17/2025 Sentinus LLC1,375$226K0.1%-82.4%0.002%
2/17/2025 Snowden Capital Advisors LLC10,757$1.77M0.1%+6.0%0.014%
2/17/2025 Shapiro Capital Management LLC51,320$8.43M0.3%-60.1%0.067%
2/17/2025 Silvercrest Asset Management Group LLC95,949$15.75M0.1%+38.8%0.125%
2/17/2025 Royal Bank of Canada535,177$87.86M0.0%+13.8%0.700%
2/17/2025 Quantinno Capital Management LP6,167$1.01M0.0%+379.2%0.008%
2/17/2025 Pathstone Holdings LLC306,025$50.25M0.2%+0.8%0.400%
2/17/2025 Nuveen Asset Management LLC12,880$2.12M0.0%N/A0.017%
2/17/2025 NorthRock Partners LLC3,090$507K0.0%N/A0.004%
2/17/2025 Lionshead Wealth Management LLC2,823$463K0.3%N/A0.004%
2/17/2025 Janus Henderson Group PLC108,259$17.77M0.0%-2.4%0.142%
2/17/2025Jefferies Financial Group Inc.27,014$4.44M0.0%+78.8%0.035%
2/17/2025 Geller Advisors LLC6,234$1.02M0.1%+7.5%0.008%
2/17/2025 Ground Swell Capital LLC11,841$1.94M2.9%N/A0.015%
2/17/2025 Focus Partners Wealth260,429$42.76M0.1%+136.2%0.340%
2/17/2025 Eschler Asset Management LLP2,750$451K1.1%+83.3%0.004%
2/17/2025 First Manhattan CO. LLC.6,052$994K0.0%+41.4%0.008%
2/17/2025 Fiduciary Trust Co106,734$17.52M0.2%-0.8%0.140%
2/17/2025 EPG Wealth Management LLC1,010$166K0.0%-25.2%0.001%
2/17/2025 EP Wealth Advisors LLC67,269$11.04M0.1%-0.2%0.088%
2/17/2025 Covenant Partners LLC91,042$14.95M4.6%-5.5%0.119%
2/17/2025 Cresset Asset Management LLC45,751$7.51M0.0%-15.6%0.060%
2/17/2025 Capital Advantage Inc.2,482$407K0.1%N/A0.003%
2/17/2025 Cetera Investment Advisers226,156$37.13M0.1%+2.1%0.296%
2/17/2025 BOKF NA26,921$4.31M0.1%-1.9%0.035%
2/17/2025 Capstone Investment Advisors LLC9,860$1.62M0.0%+611.9%0.013%
2/17/2025 Captrust Financial Advisors90,108$14.79M0.0%+19.7%0.118%
2/17/2025 Cary Street Partners Financial LLC2,371$389K0.0%N/A0.003%
2/17/2025 Brown Advisory Inc.227,439$37.34M0.0%+18.4%0.297%
2/17/2025 Brown Wealth Management LLC2,476$406K0.1%-7.0%0.003%
2/17/2025 Balyasny Asset Management L.P.3,211$527K0.0%N/A0.004%
2/17/2025 Baird Financial Group Inc.95,699$15.71M0.0%-1.6%0.125%
2/17/2025 Bank of America Corp DE6,717,220$1.10B0.1%+6.3%8.781%
2/17/2025 Bearing Point Capital LLC1,783$293K0.1%N/A0.002%
2/17/2025 BIP Wealth LLC4,563$749K0.1%+25.9%0.006%
2/17/2025 BNP Paribas Financial Markets266,297$43.72M0.0%+0.5%0.348%
2/17/2025 Ameriprise Financial Inc.232,740$38.21M0.0%+37.0%0.304%
2/17/2025 Aptus Capital Advisors LLC6,562$1.08M0.0%+2.6%0.009%
2/17/2025 Aristotle Capital Boston LLC37,723$6.19M0.2%-15.0%0.049%
2/17/2025 Asset Management Group Inc.15,305$2.51M0.4%+0.5%0.020%
2/17/2025 Ariel Investments LLC46,404$7.62M0.1%+203.8%0.061%
2/17/2025 Allegheny Financial Group8,319$1.37M0.4%+128.2%0.011%
2/14/2025 Gallagher Fiduciary Advisors LLC9,770$1.60M0.3%+84.0%0.013%
2/14/2025 Mercer Global Advisors Inc. ADV42,929$7.05M0.0%-1.8%0.056%
2/14/2025 Keel Point LLC2,389$392K0.0%N/A0.003%
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2/14/2025 Eagle Strategies LLC3,006$494K0.1%+4.3%0.004%
2/14/2025 Rehmann Capital Advisory Group2,511$412K0.0%-3.3%0.003%
2/14/2025 Navigoe LLC655$107K0.1%N/A0.001%
2/14/2025 Becker Capital Management Inc.5,986$983K0.0%-10.3%0.008%
2/14/2025 Comerica Bank127,183$20.88M0.1%+2.5%0.166%
2/14/2025 Owen LaRue LLC1,713$281K0.1%N/A0.002%
2/14/2025 AQR Capital Management LLC98,982$16.25M0.0%N/A0.129%
2/14/2025 Lido Advisors LLC14,559$2.39M0.0%+20.5%0.019%
2/14/2025 Northern Trust Corp619,500$101.70M0.0%+1.0%0.810%
2/14/2025 Beacon Pointe Advisors LLC14,792$2.43M0.0%+12.0%0.019%
(Data available from 1/1/2016 forward)

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IWN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWN shares?

During the previous two years, 1,025 institutional investors and hedge funds held shares of iShares Russell 2000 Value ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($60.29B), Bank of America Corp DE ($1.10B), Morgan Stanley ($867.15M), TIAA Trust National Association ($448.63M), Jones Financial Companies Lllp ($448.14M), TIAA FSB ($351.65M), and Envestnet Asset Management Inc. ($338.89M).Learn more on IWN's institutional investors.

Which institutional investors have been buying iShares Russell 2000 Value ETF stock?

Of the 812 institutional investors that purchased iShares Russell 2000 Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bishop & Co Investment Management LLC ($6.39M), TIAA Trust National Association ($2.67M), Brooklyn FI LLC ($2.06M), Strategic Financial Concepts LLC ($1.63M), Alaska Permanent Fund Corp ($1.48M), Vaughan Nelson Investment Management L.P. ($1.43M), and Victory Capital Management Inc. ($870.42K).

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

Institutional investors have bought a total of 34,670,330 shares in the last 24 months. This purchase volume represents approximately $5.20B in transactions.

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

Of the 622 institutional investors that sold iShares Russell 2000 Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vaughan Nelson Investment Management L.P. ($1.45M), JPMorgan Chase & Co. ($977.31K), Bailard Inc. ($824.49K), Morgan Stanley ($647.12K), Allspring Global Investments Holdings LLC ($597.36K), Victory Capital Management Inc. ($584.40K), and Wellington Management Group LLP ($559.36K).

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

Institutional investors have sold a total of 17,018,073 shares in the last 24 months. This volume of shares sold represents approximately $2.50B in transactions.


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This page (NYSEARCA:IWN) was last updated on 3/25/2025 by MarketBeat.com Staff
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