ISHARES RUSSELL 2000 VALUE E (IWN) Stock Institutional Trading Activity


ISHARES RUSSELL 2000 VALUE E (IWN) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Ariel Appreciation Fund, Renaissance Technologies LLC, Sequoia Financial Advisors, Matrix Advisors Value Fund, and Matrix Private Capital Group. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2025Renaissance Technologies LLCSell-2006,700$1,214,107
Q4 2025Ariel Appreciation FundSell-11,64633,319$6,037,736
Q3 2025Sequoia Financial AdvisorsSell-1675,374$950,185
Q3 2025Ariel Appreciation FundBuy23,49844,965$7,950,262
Q2 2025Sequoia Financial AdvisorsBuy2875,541$874,116
Q2 2025Renaissance Technologies LLCBuy1,2006,900$1,088,544
Q2 2025Ariel Appreciation FundSell-19,15021,467$3,386,634
Q1 2025Sequoia Financial AdvisorsBuy1915,254$793,230
Q1 2025Ariel Appreciation FundSell-5,78740,617$6,132,355
Q4 2024Sequoia Financial AdvisorsSell-1,4065,063$831,151
Q4 2024Ariel Appreciation FundBuy31,13146,404$7,618,145
Q3 2024Matrix Advisors Value FundSell-6051,765$294,437
Q3 2024Sequoia Financial AdvisorsSell-356,469$1,079,213
Q3 2024Ariel Appreciation FundBuy8,97415,273$2,547,842
Q2 2024Ariel Appreciation FundSell-34,7416,299$959,338
Q2 2024Sequoia Financial AdvisorsBuy566,504$990,595
Q1 2024Ariel Appreciation FundSell-4,30741,040$6,517,562
Q1 2024Sequoia Financial AdvisorsBuy476,448$1,024,007
Q4 2023Ariel Appreciation FundBuy19,69645,347$7,043,750
Q4 2023Matrix Private Capital GroupSell-528212$33,437
Q4 2023Sequoia Financial AdvisorsBuy486,401$994,336
Q3 2023Ariel Appreciation FundBuy3,69225,651$3,476,993
Q3 2023Sequoia Financial AdvisorsSell-1,5436,353$861,177
Q2 2023Ariel Appreciation FundSell-5,47821,959$3,091,827
Q2 2023Sequoia Financial AdvisorsBuy647,896$1,111,786
Q1 2023Ariel Appreciation FundBuy47227,437$3,759,418
Q1 2023Matrix Private Capital GroupSell-120740$101,395
Q1 2023Sequoia Financial AdvisorsSell-1437,832$1,073,102
Q4 2022Ariel Appreciation FundBuy8,58826,965$3,739,237
Q4 2022Sequoia Financial AdvisorsBuy827,975$1,105,922

Frequently asked questions about IWN activity

  • Which institutional owners are buying IWN?

    Institutional owners buying IWN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IWN activity?

    "Buy" means an investor increased their reported position in IWN compared to the prior reporting period. This reflects growing exposure to ISHARES RUSSELL 2000 VALUE E (IWN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IWN increasing?

    Institutional interest in IWN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.