ISHARES RUSSELL 2000 VALUE E (IWN) Institutional Ownership Changes & 13F Activity
ISHARES RUSSELL 2000 VALUE E (IWN) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Ariel Appreciation Fund, Sequoia Financial Advisors, Renaissance Technologies LLC, Matrix Advisors Value Fund, and Matrix Private Capital Group.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q4 2020 | Sequoia Financial Advisors | Buy | 1,087 | 6,795 | $895 |
| Q4 2020 | Matrix Private Capital Group | Buy | 120 | 261 | $34 |
| Q3 2020 | Ariel Appreciation Fund | Buy | 33,856 | 84,510 | $8,394 |
| Q3 2020 | Hancock Classic Value | Buy | 24,402 | 30,190 | $2,999 |
| Q3 2020 | Sequoia Financial Advisors | Buy | 5,708 | 5,708 | $567 |
| Q3 2020 | Matrix Private Capital Group | Sell | -359 | 141 | $14 |
| Q2 2020 | Ariel Appreciation Fund | Sell | -59,146 | 50,654 | $4,937 |
| Q2 2020 | Sequoia Financial Advisors | Sell | -5,279 | 0 | $514 |
| Q2 2020 | Matrix Private Capital Group | Buy | 175 | 500 | $49 |
| Q1 2020 | Ariel Appreciation Fund | Sell | -19,575 | 109,800 | $9,007 |
| Q1 2020 | Donald Smith & Co. | Buy | 18,500 | 18,500 | $1,518 |
| Q1 2020 | Sequoia Financial Advisors | Buy | 457 | 5,279 | $433 |
| Q1 2020 | Matrix Private Capital Group | Buy | 225 | 325 | $27 |
| Q4 2019 | Ariel Appreciation Fund | Buy | 46,330 | 129,375 | $16,635 |
| Q4 2019 | Vulcan Value Partners | Buy | 5,723 | 5,723 | $736 |
| Q4 2019 | Sequoia Financial Advisors | Sell | -1,338 | 4,822 | $620 |
| Q4 2019 | Matrix Private Capital Group | Buy | 100 | 100 | $13 |
| Q3 2019 | Ariel Appreciation Fund | Buy | 35,245 | 83,045 | $9,916 |
| Q3 2019 | Sequoia Financial Advisors | Buy | 573 | 6,160 | $736 |
| Q3 2019 | Renaissance Technologies LLC | Sell | -300 | 4,500 | $537 |
| Q2 2019 | Ariel Appreciation Fund | Buy | 28,927 | 47,800 | $5,760 |
| Q1 2019 | Renaissance Technologies LLC | Buy | 4,800 | 4,800 | $576 |
| Q1 2019 | Sequoia Financial Advisors | Buy | 3,739 | 5,587 | $670 |
| Q4 2018 | Ariel Appreciation Fund | Sell | -28,945 | 18,873 | $2,030 |
| Q3 2018 | Dodge & Cox Stock Fund | Buy | 1,925 | 1,925 | $256 |
| Q3 2018 | Sequoia Financial Advisors | Sell | -7 | 1,848 | $246 |
| Q2 2018 | Sequoia Financial Advisors | Buy | 53 | 1,855 | $245 |
| Q4 2017 | Ariel Appreciation Fund | Sell | -23,676 | 47,818 | $6,013 |
| Q4 2017 | Hancock Classic Value | Sell | -7,422 | 5,788 | $728 |
| Q4 2016 | Ariel Appreciation Fund | Buy | 40,088 | 71,494 | $8,503 |
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.