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
Q3 2020Matrix Private Capital GroupSell-359141$14
Q3 2020Sequoia Financial AdvisorsBuy5,7085,708$567
Q3 2020Hancock Classic ValueBuy24,40230,190$2,999
Q2 2020Ariel Appreciation FundSell-59,14650,654$4,937
Q2 2020Matrix Private Capital GroupBuy175500$49
Q2 2020Sequoia Financial AdvisorsSell-5,2790$514
Q1 2020Ariel Appreciation FundSell-19,575109,800$9,007
Q1 2020Matrix Private Capital GroupBuy225325$27
Q1 2020Sequoia Financial AdvisorsBuy4575,279$433
Q1 2020Donald Smith & Co.Buy18,50018,500$1,518
Q4 2019Vulcan Value PartnersBuy5,7235,723$736
Q4 2019Ariel Appreciation FundBuy46,330129,375$16,635
Q4 2019Matrix Private Capital GroupBuy100100$13
Q4 2019Sequoia Financial AdvisorsSell-1,3384,822$620
Q3 2019Ariel Appreciation FundBuy35,24583,045$9,916
Q3 2019Renaissance Technologies LLCSell-3004,500$537
Q3 2019Sequoia Financial AdvisorsBuy5736,160$736
Q2 2019Ariel Appreciation FundBuy28,92747,800$5,760
Q1 2019Renaissance Technologies LLCBuy4,8004,800$576
Q1 2019Sequoia Financial AdvisorsBuy3,7395,587$670
Q4 2018Ariel Appreciation FundSell-28,94518,873$2,030
Q3 2018Dodge & Cox Stock FundBuy1,9251,925$256
Q3 2018Sequoia Financial AdvisorsSell-71,848$246
Q2 2018Sequoia Financial AdvisorsBuy531,855$245
Q4 2017Hancock Classic ValueSell-7,4225,788$728
Q4 2017Ariel Appreciation FundSell-23,67647,818$6,013
Q4 2016Ariel Appreciation FundBuy40,08871,494$8,503
Q4 2016Sequoia Financial AdvisorsBuy1,8021,802$214
Q4 2015Ariel Appreciation FundSell-123,27731,406$2,887
Q2 2015Hancock Classic ValueBuy13,21013,210$1,347

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.