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iShares Russell 2000 Value ETF (IWN) Institutional Ownership

iShares Russell 2000 Value ETF logo
$164.96 -1.72 (-1.03%)
Closing price 07/11/2025 04:10 PM Eastern
Extended Trading
$164.36 -0.60 (-0.36%)
As of 07/11/2025 06:30 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 Polygon.io. 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)
563
Total
Institutional Inflows
(last 12 months)
$2.71B
Number of
Institutional Sellers
(last 12 months)
460
Total
Institutional Outflows
(last 12 months)
$1.29B
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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
7/11/2025Prosperity Planning Inc.19,815$3.13M0.9%+1.1%0.030%
7/11/2025Ullmann Wealth Partners Group LLC3,583$565K0.1%-9.7%0.005%
7/11/2025Capital Advantage Inc.1,560$246K0.0%-37.1%0.002%
7/11/2025Farther Finance Advisors LLC5,229$825K0.0%-8.2%0.008%
7/11/2025 UMB Bank n.a.7,291$1.15M0.0%-13.7%0.011%
7/11/2025William Howard & Co Financial Advisors Inc1,289$203K0.2%N/A0.002%
7/11/2025Marshall & Sullivan Inc. WA176$28K0.0%N/A0.000%
7/11/2025Luts & Greenleigh Group Inc.8,280$1.31M1.3%+12.1%0.012%
7/10/2025 Oldfather Financial Services LLC36,528$5.76M2.0%+4.9%0.053%
7/10/2025 Weinberger Asset Management Inc14,709$2.32M0.9%-8.2%0.021%
7/10/2025 Wealth Enhancement Advisory Services LLC260,176$42.92M0.1%+3.1%0.376%
7/10/2025 American Financial Advisors LLC10,328$1.63M0.2%+0.8%0.015%
7/10/2025 Brooklyn FI LLC33,358$5.26M1.3%+7.7%0.048%
7/10/2025 Financial Management Network Inc.1,871$309K0.1%-6.2%0.003%
7/9/2025 Finley Financial LLC16,120$2.54M1.3%-1.8%0.023%
7/9/2025 Towerpoint Wealth LLC12,212$1.93M0.9%+6.6%0.018%
7/9/2025 Procyon Advisors LLC2,534$400K0.0%-19.2%0.004%
7/9/2025 Graves Light Lenhart Wealth Inc.9,038$1.43M0.2%-13.7%0.013%
7/9/2025 Harbor Capital Advisors Inc.30,585$4.83M0.2%-36.0%0.044%
7/9/2025 MassMutual Private Wealth & Trust FSB5,846$922K0.0%-1.1%0.008%
7/8/2025 Elevation Wealth Partners LLC3,801$600K0.2%+78.5%0.005%
7/8/2025 Atwood & Palmer Inc.439$69K0.0%-18.6%0.001%
7/8/2025 Apella Capital LLC2,932$476K0.0%+4.7%0.004%
7/8/2025 Parallel Advisors LLC9,897$1.56M0.0%-0.8%0.014%
7/7/2025 RF&L Wealth Management LLC4,670$737K0.5%-4.1%0.007%
7/7/2025 LWM Advisors Inc.36,227$5.72M5.5%-1.0%0.052%
7/7/2025 Veery Capital LLC7,477$1.18M0.4%+3.2%0.011%
7/7/2025 LBJ Family Wealth Advisors Ltd.62,562$9.87M5.7%+0.3%0.090%
7/7/2025 Aletheian Wealth Advisors LLC6,682$1.05M0.5%+11.1%0.010%
7/3/2025 Garde Capital Inc.4,425$698K0.0%-4.6%0.006%
7/3/2025 McLean Asset Management Corp30,150$4.94M1.3%+7.1%0.044%
7/3/2025 Fiduciary Financial Group LLC4,012$646K0.1%+4.2%0.006%
7/2/2025 Marotta Asset Management1,797$283K0.1%-12.2%0.003%
7/1/2025 Confluence Investment Management LLC5,615$886K0.0%N/A0.008%
7/1/2025 Harbor Investment Advisory LLC61,632$9.72M0.8%-0.3%0.089%
6/2/2025Modern Wealth Management LLC9,827$1.48M0.0%+7.6%0.014%
5/29/2025Rhumbline Advisers1,205$182K0.0%+50.8%0.002%
5/28/2025Jones Financial Companies Lllp2,060,421$311.58M0.3%-24.5%2.890%
5/21/2025McAdam LLC10,021$1.51M0.1%+10.8%0.014%
5/21/2025Geneos Wealth Management Inc.17,708$2.67M0.1%+3.1%0.024%
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5/20/2025Focus Partners Wealth197,397$29.80M0.1%-24.2%0.268%
5/20/2025Strive Asset Management LLC3,670$554K0.4%-29.9%0.005%
5/19/2025SCS Capital Management LLC4,239$640K0.0%N/A0.006%
5/16/2025Northeast Financial Consultants Inc16,098$2.43M0.1%-49.6%0.022%
5/16/2025Peloton Wealth Strategists10,449$1.58M0.7%N/A0.014%
5/16/2025Ascent Group LLC5,156$778K0.0%N/A0.007%
5/16/2025Arete Wealth Advisors LLC3,262$492K0.0%-22.2%0.004%
5/16/2025Signature Estate & Investment Advisors LLC3,048$460K0.0%N/A0.004%
5/16/2025Goldman Sachs Group Inc.1,068,747$161.36M0.0%-4.7%1.543%
5/16/2025Kestra Investment Management LLC558$84K0.0%N/A0.001%
5/16/2025Jones Financial Companies Lllp2,031,924$306.45M0.3%-25.6%2.757%
5/16/2025NewEdge Advisors LLC21,525$3.25M0.0%-9.4%0.029%
5/16/2025Integrated Wealth Concepts LLC9,780$1.48M0.0%+18.3%0.013%
5/16/2025Hancock Whitney Corp35,263$5.32M0.2%-0.6%0.048%
5/16/2025AQR Capital Management LLC99,236$14.98M0.0%+0.3%0.135%
5/16/2025Ariel Investments LLC40,617$6.13M0.1%-12.5%0.055%
5/16/2025Aprio Wealth Management LLC4,641$701K0.1%-1.5%0.006%
5/15/2025EP Wealth Advisors LLC71,537$10.80M0.1%+6.3%0.097%
5/15/2025First Manhattan CO. LLC.6,745$1.02M0.0%+11.5%0.009%
5/15/2025Focus Partners Advisor Solutions LLC55,053$8.31M0.1%+4.4%0.075%
5/15/2025Alamar Capital Management LLC12,872$1.94M1.1%-2.8%0.017%
5/15/2025Flputnam Investment Management Co.2,199$332K0.0%-16.6%0.003%
5/15/2025Royal Bank of Canada545,714$82.39M0.0%+2.0%0.740%
5/15/2025Betterment LLC794,473$119.95M0.3%-4.2%1.078%
5/15/2025MAI Capital Management257,113$38.82M0.3%-0.6%0.349%
5/15/2025Twin Tree Management LP49,959$7.54M0.0%-1,349.0%0.068%
5/15/2025Baird Financial Group Inc.85,824$12.96M0.0%-10.3%0.116%
5/15/2025OLD Mission Capital LLC28,355$4.28M0.1%+51.7%0.038%
5/15/2025WPG Advisers LLC325$49K0.0%N/A0.000%
5/15/2025BNP Paribas Financial Markets254,952$38.49M0.0%-4.3%0.346%
5/15/2025Earnest Partners LLC33,097$5.00M0.0%-9.7%0.045%
5/15/2025Eisler Capital Management Ltd.4,548$686K0.0%N/A0.006%
5/14/2025CreativeOne Wealth LLC13,772$2.08M0.1%+10.2%0.019%
5/14/2025Ieq Capital LLC55,070$8.31M0.1%+7.6%0.075%
5/14/2025Keeley Teton Advisors LLC8,280$1.25M0.2%+53.9%0.011%
5/14/2025Widmann Financial Services Inc.4,760$719K0.6%+5.8%0.006%
5/14/2025Comerica Bank126,325$19.07M0.1%-0.7%0.171%
5/14/2025RPg Family Wealth Advisory LLC9,671$1.46M0.4%N/A0.013%
5/14/2025Synovus Financial Corp88,517$13.36M0.2%-2.6%0.120%
5/14/2025Oliver Luxxe Assets LLC1,667$252K0.0%-21.1%0.002%
5/14/2025Systematic Financial Management LP8,070$1.22M0.0%-59.3%0.011%
5/14/2025Smartleaf Asset Management LLC1,484$224K0.0%+351.1%0.002%
5/14/2025Northwestern Mutual Wealth Management Co.66,871$10.10M0.0%-1.2%0.091%
5/14/2025Lionshead Wealth Management LLC1,436$217K0.2%-49.1%0.002%
5/14/2025Sax Wealth Advisors LLC6,149$928K0.1%+19.4%0.008%
5/14/2025Kestra Advisory Services LLC43,065$6.50M0.0%-10.7%0.058%
5/14/2025Compound Planning Inc.3,364$508K0.0%+166.6%0.005%
5/14/2025Alaska Permanent Fund Corp2,402,269$347.85M4.9%+94.9%3.260%
5/14/2025CW Advisors LLC39,287$5.95M0.1%+9.7%0.053%
5/14/2025Summit Financial LLC40,820$6.16M0.2%-6.5%0.055%
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The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
5/14/2025United Asset Strategies Inc.27,022$4.08M0.4%+3.1%0.037%
5/14/2025Flow Traders U.S. LLC53,813$8.13M0.3%+259.4%0.073%
5/14/2025TFB Advisors LLC10,883$1.64M0.5%+3.5%0.015%
5/14/2025GM Advisory Group LLC2,117$320K0.0%-26.1%0.003%
5/14/2025Capital Analysts LLC5,414$817K0.0%+4.1%0.007%
5/14/2025Venture Visionary Partners LLC33,360$5.04M0.2%-59.4%0.045%
5/14/2025Banco Bilbao Vizcaya Argentaria S.A.125,000$18.81M0.2%N/A0.170%
5/14/2025Berkshire Asset Management LLC PA9,036$1.35M0.1%+1.9%0.012%
5/14/2025Hsbc Holdings PLC54,076$8.16M0.0%+4.1%0.073%
5/14/2025Fuller & Thaler Asset Management Inc.42,493$6.42M0.0%-58.5%0.058%
(Data available from 1/1/2016 forward)

IWN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWN shares?

During the previous two years, 1,037 institutional investors and hedge funds held shares of iShares Russell 2000 Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.10B), Morgan Stanley ($867.15M), TIAA Trust National Association ($429.31M), TIAA FSB ($351.65M), Alaska Permanent Fund Corp ($347.85M), Envestnet Asset Management Inc. ($315.39M), and Jones Financial Companies Lllp ($311.58M).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 817 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: Bishop & Co Investment Management LLC ($6.39M), TIAA Trust National Association ($2.77M), Alaska Permanent Fund Corp ($2.65M), Vaughan Nelson Investment Management L.P. ($2.60M), Brooklyn FI LLC ($2.05M), Strategic Financial Concepts LLC ($1.63M), and M&T Bank Corp ($674.24K).

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

Institutional investors have bought a total of 16,907,796 shares in the last 24 months. This purchase volume represents approximately $2.71B in transactions.

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

Of the 459 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 ($1.37M), Bailard Inc. ($871.50K), Vaughan Nelson Investment Management L.P. ($619.16K), Victory Capital Management Inc. ($394.38K), US Bancorp DE ($385.40K), Commonwealth Equity Services LLC ($283.81K), and Calamos Advisors LLC ($280.40K).

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

Institutional investors have sold a total of 8,234,858 shares in the last 24 months. This volume of shares sold represents approximately $1.29B in transactions.


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This page (NYSEARCA:IWN) was last updated on 7/13/2025 by MarketBeat.com Staff
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