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iShares Russell 2000 Value ETF (IWN) Institutional Ownership

iShares Russell 2000 Value ETF logo
$163.21 +2.46 (+1.53%)
As of 01/14/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Number of
Institutional Buyers
(last 12 months)
458
Total
Institutional Inflows
(last 12 months)
$1.57B
Number of
Institutional Sellers
(last 12 months)
407
Total
Institutional Outflows
(last 12 months)
$802.98M
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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
1/14/2025Paragon Capital Management Ltd2,635$433K0.1%+4.3%0.003%
1/14/2025Alaska Permanent Fund Corp1,232,534$202.35M3.0%-12.9%1.611%
1/14/2025Stephens Group Asset Management LLC221,933$36.44M3.0%-0.1%0.290%
1/14/2025CHURCHILL MANAGEMENT Corp75,474$12.39M0.1%-4.6%0.099%
1/14/2025Meridian Financial Partners LLC1,246$205K0.1%N/A0.002%
1/14/2025Park Avenue Securities LLC10,922$1.79M0.0%+77.7%0.014%
1/14/2025Fifth Third Wealth Advisors LLC10,491$1.72M0.1%-26.5%0.014%
1/14/2025Affinity Capital Advisors LLC7,694$1.26M0.2%-3.4%0.010%
1/13/2025 Marion Wealth Management48,431$7.95M2.1%+1.3%0.063%
1/13/2025 Courier Capital LLC146,287$24.02M1.7%+0.3%0.191%
1/13/2025 Miracle Mile Advisors LLC4,496$738K0.0%-11.9%0.006%
1/13/2025 Harbour Capital Advisors LLC7,625$1.26M0.3%-1.5%0.010%
1/13/2025 Brookstone Capital Management34,564$5.67M0.1%-18.6%0.045%
1/10/2025 Harbor Capital Advisors Inc.22,797$3.74M0.2%-49.3%0.030%
1/10/2025 Wealth Enhancement Advisory Services LLC261,073$43.55M0.1%+0.1%0.341%
1/10/2025 Marotta Asset Management1,941$318K0.1%-5.1%0.003%
1/8/2025 InvesTrust28,015$4.59M1.3%N/A0.037%
1/7/2025 Diversified Trust Co2,099$345K0.0%+3.0%0.003%
1/6/2025 Advance Capital Management Inc.1,515$249K0.0%-13.2%0.002%
1/6/2025 Oliver Luxxe Assets LLC1,901$312K0.1%-10.1%0.002%
1/3/2025 GAMMA Investing LLC794$130K0.0%+19.9%0.001%
1/2/2025 Confluence Investment Management LLC3,822$627K0.0%+20.5%0.005%
12/26/2024JPMorgan Chase & Co.632,207$105.47M0.0%+12.5%0.826%
12/19/2024Principal Financial Group Inc.57,851$9.65M0.0%-25.6%0.076%
12/13/2024B. Riley Wealth Advisors Inc.1,352$224K0.0%-8.7%0.002%
12/3/2024Garde Capital Inc.4,813$803K0.1%-10.3%0.006%
11/27/2024Franklin Resources Inc.63,639$10.65M0.0%-0.8%0.083%
11/25/2024Synovus Financial Corp90,367$15.08M0.2%-0.7%0.118%
11/25/2024World Investment Advisors LLC9,201$1.54M0.0%-2.7%0.012%
11/25/2024Sanctuary Advisors LLC34,549$6.17M0.0%+2.5%0.045%
11/25/2024Pine Valley Investments Ltd Liability Co2,534$423K0.0%-33.7%0.003%
11/20/2024SOA Wealth Advisors LLC.580$97K0.0%-15.1%0.001%
11/19/2024M&T Bank Corp1,154,299$192.56M0.6%+20.6%1.509%
11/18/2024Soltis Investment Advisors LLC1,519$253K0.0%N/A0.002%
11/18/2024TD Private Client Wealth LLC7,273$1.21M0.0%-13.1%0.010%
11/18/2024Toronto Dominion Bank11,113$1.85M0.0%-1.9%0.015%
11/18/2024Coldstream Capital Management Inc.1,968$339K0.0%N/A0.003%
11/18/2024JDM Financial Group LLC685$114K0.1%-34.7%0.001%
11/15/2024M&T Bank Corp1,154,299$192.56M0.5%+20.6%1.509%
11/15/2024Barclays PLC21,524$3.59M0.0%-44.5%0.028%
11/15/2024Geller Advisors LLC5,798$967K0.1%-4.6%0.008%
11/15/2024Public Employees Retirement System of Ohio47,260$7.88M0.0%-36.2%0.062%
11/15/2024MML Investors Services LLC29,351$4.90M0.0%+8.5%0.038%
11/15/2024Orion Portfolio Solutions LLC1,244$207K0.0%-67.6%0.002%
11/15/2024National Bank of Canada FI2,045$341K0.0%+4.6%0.003%
11/15/2024Castleark Management LLC92,380$15.41M0.6%-43.6%0.121%
11/15/2024EP Wealth Advisors LLC67,383$11.24M0.1%+25.0%0.088%
11/15/2024Kovitz Investment Group Partners LLC65,750$10.97M0.1%-5.9%0.086%
11/15/2024Wellington Management Group LLP121,977$20.35M0.0%-10.2%0.159%
11/15/2024State Street Corp52,300$8.73M0.0%-16.1%0.068%
11/15/2024Stifel Financial Corp51,863$8.65M0.0%+4.0%0.068%
11/15/2024Systematic Financial Management LP8,533$1.42M0.0%+17.5%0.011%
11/15/2024Quadrature Capital Ltd55,133$9.20M0.2%N/A0.072%
11/15/2024Quantinno Capital Management LP1,287$215K0.0%-18.2%0.002%
11/15/2024Retirement Investment Advisors Inc.3,828$639K0.1%+7.3%0.005%
11/15/2024IHT Wealth Management LLC2,456$409K0.0%-40.9%0.003%
11/15/2024Integrated Wealth Concepts LLC14,551$2.43M0.0%+111.8%0.019%
11/15/2024Janus Henderson Group PLC110,898$18.50M0.0%-2.2%0.145%
11/15/2024HighTower Advisors LLC124,460$20.76M0.0%-34.6%0.163%
11/15/2024Coastwise Capital Group LLC3,051$509K0.4%+30.7%0.004%
11/15/2024Atom Investors LP119,216$19.89M2.1%+9.0%0.156%
11/15/2024Starboard Value LP1,355,000$226.04M4.8%+5.9%1.771%
11/15/2024FSA Wealth Management LLC57,559$9.60M3.8%N/A0.075%
11/14/2024Widmann Financial Services Inc.4,492$749K0.6%-2.7%0.006%
11/14/2024Ironwood Investment Counsel LLC1,213$202K0.0%N/A0.002%
11/14/2024Captrust Financial Advisors75,292$12.56M0.0%-3.2%0.098%
11/14/2024Capstone Investment Advisors LLC1,385$231K0.0%N/A0.002%
11/14/2024Rockefeller Capital Management L.P.106,951$17.84M0.0%-13.9%0.140%
11/14/2024Northwest & Ethical Investments L.P.1,700$284K0.0%-76.7%0.002%
11/14/2024Teachers Insurance & Annuity Association of America3,494$583K0.9%N/A0.005%
11/14/2024Financial Counselors Inc.21,311$3.56M0.1%-2.6%0.028%
11/14/2024Fiduciary Trust Co107,635$17.96M0.3%-1.9%0.141%
11/14/2024First Commonwealth Financial Corp PA6,317$1.05M0.3%-18.8%0.008%
11/14/2024CreativeOne Wealth LLC12,200$2.04M0.1%+3.3%0.016%
11/13/2024Glenmede Trust Co. NA63,078$10.52M0.1%+3.0%0.082%
11/13/2024Townsquare Capital LLC5,038$840K0.0%+4.0%0.007%
11/13/2024Cadence Bank2,917$487K0.0%N/A0.004%
11/13/2024BNP Paribas Financial Markets264,950$44.20M0.0%+308.4%0.346%
11/13/2024FMR LLC197,368$32.93M0.0%-0.1%0.258%
11/13/2024D.A. Davidson & CO.1,049,996$175.16M1.4%+1.5%1.373%
11/13/2024Bank of Montreal Can175,531$29.20M0.0%-3.3%0.229%
11/13/2024Private Trust Co. NA3,928$655K0.1%-4.2%0.005%
11/13/2024Hancock Whitney Corp33,735$5.63M0.2%-0.4%0.044%
11/13/2024Brown Brothers Harriman & Co.4,124$688K0.0%+1,112.9%0.005%
11/13/2024Loomis Sayles & Co. L P172$29K0.0%N/A0.000%
11/13/2024Concentric Wealth Management LLC14,601$2.44M0.6%-7.5%0.019%
11/13/2024Fisher Asset Management LLC1,670$279K0.0%-18.4%0.002%
11/12/2024Cahill Financial Advisors Inc.2,598$433K0.1%-8.3%0.003%
11/12/2024Centaurus Financial Inc.911$152K0.0%-6.7%0.001%
11/12/2024Wealth Dimensions Group Ltd.12,039$2.01M0.5%-1.4%0.016%
11/12/2024Larson Financial Group LLC1,851$309K0.0%+5.1%0.002%
11/12/2024Kingsview Wealth Management LLC4,585$765K0.0%+21.0%0.006%
11/12/2024Cerity Partners LLC106,485$17.76M0.0%+11.7%0.139%
11/12/2024Great Valley Advisor Group Inc.10,373$1.73M0.0%+9.8%0.014%
11/12/2024Flagstar Advisors Inc.1,249$208K0.1%N/A0.002%
11/12/2024Nicolet Advisory Services LLC1,328$216K0.0%N/A0.002%
11/12/2024Nwam LLC8,153$1.36M0.1%N/A0.011%
11/12/2024Meridian Wealth Management LLC8,186$1.37M0.1%N/A0.011%
11/12/2024Icon Wealth Advisors LLC4,904$818K0.0%+185.8%0.006%
11/12/2024GM Advisory Group LLC1,208$202K0.0%N/A0.002%
(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, 961 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), Morgan Stanley ($867.15M), TIAA Trust National Association ($398.79M), Jones Financial Companies Lllp ($352.13M), TIAA FSB ($351.65M), Envestnet Asset Management Inc. ($297.88M), and Starboard Value LP ($226.04M).Learn more on IWN's institutional investors.

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

Of the 759 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 ($2.66M), Alaska Permanent Fund Corp ($1.48M), Vaughan Nelson Investment Management L.P. ($1.43M), M&T Bank Corp ($1.10M), Strategic Financial Concepts LLC ($835.05K), and Bailard Inc. ($831.35K).

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

Institutional investors have bought a total of 31,575,407 shares in the last 24 months. This purchase volume represents approximately $4.58B in transactions.

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

Of the 606 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: Alaska Permanent Fund Corp ($2.05M), JPMorgan Chase & Co. ($1.31M), Vaughan Nelson Investment Management L.P. ($834.55K), Bailard Inc. ($820.36K), Morgan Stanley ($647.12K), Facet Wealth Inc. ($604.78K), and Allspring Global Investments Holdings LLC ($593.42K).

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

Institutional investors have sold a total of 18,433,531 shares in the last 24 months. This volume of shares sold represents approximately $2.64B in transactions.


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This page (NYSEARCA:IWN) was last updated on 1/15/2025 by MarketBeat.com Staff
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