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iShares Russell 2000 Value ETF (IWN) Institutional Ownership

iShares Russell 2000 Value ETF logo
$178.55 +3.29 (+1.88%)
(As of 11/22/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Number of
Institutional Buyers
(last 12 months)
463
Total
Institutional Inflows
(last 12 months)
$1.57B
Number of
Institutional Sellers
(last 12 months)
406
Total
Institutional Outflows
(last 12 months)
$894.47M
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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
11/20/2024 SOA Wealth Advisors LLC.580$97K0.0%-15.1%0.001%
11/19/2024 M&T Bank Corp1,154,299$192.56M0.6%+20.6%1.509%
11/18/2024 Soltis Investment Advisors LLC1,519$253K0.0%N/A0.002%
11/18/2024 TD Private Client Wealth LLC7,273$1.21M0.0%-13.1%0.010%
11/18/2024 Toronto Dominion Bank11,113$1.85M0.0%-1.9%0.015%
11/18/2024 Coldstream Capital Management Inc.1,968$339K0.0%N/A0.003%
11/18/2024 JDM Financial Group LLC685$114K0.1%-34.7%0.001%
11/15/2024 M&T Bank Corp1,154,299$192.56M0.5%+20.6%1.509%
11/15/2024 Barclays PLC21,524$3.59M0.0%-44.5%0.028%
11/15/2024 Geller Advisors LLC5,798$967K0.1%-4.6%0.008%
11/15/2024 Public Employees Retirement System of Ohio47,260$7.88M0.0%-36.2%0.062%
11/15/2024 MML Investors Services LLC29,351$4.90M0.0%+8.5%0.038%
11/15/2024 Orion Portfolio Solutions LLC1,244$207K0.0%-67.6%0.002%
11/15/2024 National Bank of Canada FI2,045$341K0.0%+4.6%0.003%
11/15/2024 Castleark Management LLC92,380$15.41M0.6%-43.6%0.121%
11/15/2024 EP Wealth Advisors LLC67,383$11.24M0.1%+25.0%0.088%
11/15/2024 Kovitz Investment Group Partners LLC65,750$10.97M0.1%-5.9%0.086%
11/15/2024 Wellington Management Group LLP121,977$20.35M0.0%-10.2%0.159%
11/15/2024 State Street Corp52,300$8.73M0.0%-16.1%0.068%
11/15/2024 Stifel Financial Corp51,863$8.65M0.0%+4.0%0.068%
11/15/2024 Systematic Financial Management LP8,533$1.42M0.0%+17.5%0.011%
11/15/2024 Quadrature Capital Ltd55,133$9.20M0.2%N/A0.072%
11/15/2024 Quantinno Capital Management LP1,287$215K0.0%-18.2%0.002%
11/15/2024 Retirement Investment Advisors Inc.3,828$639K0.1%+7.3%0.005%
11/15/2024 IHT Wealth Management LLC2,456$409K0.0%-40.9%0.003%
11/15/2024 Integrated Wealth Concepts LLC14,551$2.43M0.0%+111.8%0.019%
11/15/2024 Janus Henderson Group PLC110,898$18.50M0.0%-2.2%0.145%
11/15/2024 HighTower Advisors LLC124,460$20.76M0.0%-34.6%0.163%
11/15/2024 Coastwise Capital Group LLC3,051$509K0.4%+30.7%0.004%
11/15/2024 Atom Investors LP119,216$19.89M2.1%+9.0%0.156%
11/15/2024 Starboard Value LP1,355,000$226.04M4.8%+5.9%1.771%
11/15/2024 FSA Wealth Management LLC57,559$9.60M3.8%N/A0.075%
11/14/2024 Widmann Financial Services Inc.4,492$749K0.6%-2.7%0.006%
11/14/2024 Ironwood Investment Counsel LLC1,213$202K0.0%N/A0.002%
11/14/2024 Captrust Financial Advisors75,292$12.56M0.0%-3.2%0.098%
11/14/2024 Capstone Investment Advisors LLC1,385$231K0.0%N/A0.002%
11/14/2024 Rockefeller Capital Management L.P.106,951$17.84M0.0%-13.9%0.140%
11/14/2024 Northwest & Ethical Investments L.P.1,700$284K0.0%-76.7%0.002%
11/14/2024 Teachers Insurance & Annuity Association of America3,494$583K0.9%N/A0.005%
11/14/2024 Financial Counselors Inc.21,311$3.56M0.1%-2.6%0.028%
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11/14/2024 Fiduciary Trust Co107,635$17.96M0.3%-1.9%0.141%
11/14/2024 First Commonwealth Financial Corp PA 6,317$1.05M0.3%-18.8%0.008%
11/14/2024 CreativeOne Wealth LLC12,200$2.04M0.1%+3.3%0.016%
11/13/2024 Glenmede Trust Co. NA63,078$10.52M0.1%+3.0%0.082%
11/13/2024 Townsquare Capital LLC5,038$840K0.0%+4.0%0.007%
11/13/2024 Cadence Bank2,917$487K0.0%N/A0.004%
11/13/2024 BNP Paribas Financial Markets264,950$44.20M0.0%+308.4%0.346%
11/13/2024 FMR LLC197,368$32.93M0.0%-0.1%0.258%
11/13/2024 D.A. Davidson & CO.1,049,996$175.16M1.4%+1.5%1.373%
11/13/2024 Bank of Montreal Can175,531$29.20M0.0%-3.3%0.229%
11/13/2024 Private Trust Co. NA3,928$655K0.1%-4.2%0.005%
11/13/2024 Hancock Whitney Corp33,735$5.63M0.2%-0.4%0.044%
11/13/2024 Brown Brothers Harriman & Co.4,124$688K0.0%+1,112.9%0.005%
11/13/2024 Loomis Sayles & Co. L P172$29K0.0%N/A0.000%
11/13/2024 Concentric Wealth Management LLC14,601$2.44M0.6%-7.5%0.019%
11/13/2024Fisher Asset Management LLC1,670$279K0.0%-18.4%0.002%
11/12/2024 Cahill Financial Advisors Inc.2,598$433K0.1%-8.3%0.003%
11/12/2024 Centaurus Financial Inc.911$152K0.0%-6.7%0.001%
11/12/2024 Wealth 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%
11/12/2024 Kingsview Wealth Management LLC4,585$765K0.0%+21.0%0.006%
11/12/2024 Cerity Partners LLC106,485$17.76M0.0%+11.7%0.139%
11/12/2024 Great Valley Advisor Group Inc.10,373$1.73M0.0%+9.8%0.014%
11/12/2024 Flagstar Advisors Inc.1,249$208K0.1%N/A0.002%
11/12/2024 Nicolet Advisory Services LLC1,328$216K0.0%N/A0.002%
11/12/2024 Nwam LLC8,153$1.36M0.1%N/A0.011%
11/12/2024 Meridian Wealth Management LLC8,186$1.37M0.1%N/A0.011%
11/12/2024 Icon Wealth Advisors LLC4,904$818K0.0%+185.8%0.006%
11/12/2024 GM Advisory Group LLC1,208$202K0.0%N/A0.002%
11/12/2024 Asset Management Group Inc.15,235$2.54M0.4%-3.0%0.020%
11/12/2024 Citigroup Inc.122,062$20.36M0.0%-37.4%0.160%
11/12/2024 Charles Schwab Investment Management Inc.686,051$114.45M0.0%+2.5%0.897%
11/12/2024 Smithfield Trust Co5,297$876K0.0%-6.1%0.007%
11/12/2024 Thompson Siegel & Walmsley LLC80,528$13.43M0.2%-17.9%0.105%
11/9/2024 LPL Financial LLC1,013,108$169.01M0.1%+23.4%1.324%
11/9/2024 German American Bancorp Inc.1,609$268K0.0%-92.6%0.002%
11/9/2024 Cypress Capital Group2,566$428K0.0%-7.7%0.003%
11/8/2024 Citizens Financial Group Inc. RI10,396$1.73M0.0%+119.5%0.014%
11/8/2024 Moran Wealth Management LLC1,310$219K0.0%N/A0.002%
11/8/2024 EverSource Wealth Advisors LLC13,175$2.20M0.1%-8.2%0.017%
11/8/2024 Stonebridge Financial Planning Group LLC2,599$433K0.2%-15.9%0.003%
11/8/2024 First Horizon Advisors Inc.56,794$9.47M0.3%-2.6%0.074%
11/8/2024 Howe & Rusling Inc.2,160$360K0.0%-12.7%0.003%
11/8/2024 Commerce Bank365,226$60.93M0.4%-2.9%0.477%
11/8/2024 Segall Bryant & Hamill LLC31,491$5.25M0.1%+28.5%0.041%
11/8/2024 Roger Wittlin Investment Advisory LLC2,359$393K0.2%N/A0.003%
11/8/2024 Avior Wealth Management LLC4,482$748K0.0%-3.7%0.006%
11/8/2024 Yardley Wealth Management LLC3,275$546K0.3%N/A0.004%
11/8/2024 PNC Financial Services Group Inc.1,199,444$200.09M0.1%+0.6%1.568%
11/8/2024 SouthState Corp793$132K0.0%+13.1%0.001%
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11/8/2024 Vance Wealth Inc.22,455$3.75M1.4%+9.9%0.029%
11/8/2024 Lowery Thomas LLC9,373$1.56M1.1%-3.0%0.012%
11/8/2024 Fifth Third Wealth Advisors LLC14,271$2.38M0.1%+24.4%0.019%
11/8/2024 BIP Wealth LLC3,625$605K0.0%+6.6%0.005%
11/8/2024 Prospera Financial Services Inc8,129$1.36M0.0%+7.2%0.011%
11/7/2024 Pathstone Holdings LLC303,706$50.67M0.2%+0.1%0.397%
11/7/2024 Cassaday & Co Wealth Management LLC593,076$98.94M2.8%+2.3%0.775%
11/7/2024 First Western Trust Bank2,708$452K0.0%-13.9%0.004%
11/7/2024 MAI Capital Management236,415$39.44M0.4%-1.0%0.309%
11/7/2024 AMG National Trust Bank303,068$50.56M1.4%-2.5%0.396%
(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, 962 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 Alaska Permanent Fund Corp ($236.03M).Learn more on IWN's institutional investors.

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

Of the 764 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 31,585,791 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 603 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 ($1.87M), 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 18,267,848 shares in the last 24 months. This volume of shares sold represents approximately $2.61B in transactions.


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This page (NYSEARCA:IWN) was last updated on 11/23/2024 by MarketBeat.com Staff
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