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 Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Integrated Investment Consultants, Llc, Equitable Holdings, Inc., Public Employees Retirement System Of Ohio, Beacon Pointe Advisors, Llc, and Corient Private Wealth Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-6,371-0.3%2,138,426$473.00MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+1,010+26.6%4,812$1.06MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+387+4.1%9,930$2.20MQ2 2026Sep 23, 2026
Security National Bank Of Sioux City IowaBuy+80—80$17.70KQ2 2026Sep 18, 2026
Anchor Investment Management, LlcSell-18-1.5%1,219$269.70KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+2,541+13.7%21,117$4.67MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-476-2.1%22,409$4.96MQ2 2026Sep 04, 2026
Anchor Capital Advisors LlcBuy+1,340+23.8%6,961$1.54MQ2 2026Sep 03, 2026
Corient Private Wealth LlcBuy+10,680+9.8%119,244$26.38MQ2 2026Aug 27, 2026
Dakota Wealth ManagementSell-1,248-100.0%0$0.00Q2 2026Aug 26, 2026
Tobias Financial Advisors, Inc.Sell-117-0.7%17,727$3.92MQ2 2026Aug 25, 2026
West Michigan Advisors, LlcSell-65-4.0%1,567$346.61KQ2 2026Aug 21, 2026
Rehmann Capital Advisory GroupBuy+812+10.3%8,665$1.92MQ2 2026Aug 20, 2026
Kingsview Wealth Management, LlcSell-1,446-32.2%3,045$673.46KQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoSell-305-1.9%15,355$3.40MQ2 2026Aug 19, 2026
Mercer Global Advisors IncSell-284-0.7%41,926$9.27MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-16,080-19.7%65,608$14.51MQ2 2026Aug 18, 2026
49 Wealth Management, LlcBuy+1,618—1,618$357.90KQ2 2026Aug 18, 2026
Glenview Trust CoBuy+937—937$207.26KQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+655—655$144.89KQ2 2026Aug 18, 2026
Copia Wealth ManagementSell-400-41.1%573$126.75KQ2 2026Aug 18, 2026
Integrated Investment Consultants, LlcBuy+35,777—35,777$7.91MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-29,102-52.4%26,394$5.84MQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioBuy+24,100+157.4%39,415$8.72MQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Buy+8,229—8,229$1.82MQ2 2026Aug 17, 2026
Fayez Sarofim & CoBuy+933—933$206.38KQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcSell-478-0.3%147,065$32.53MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+232+473.5%281$62.29KQ2 2026Aug 17, 2026
Caitlin John, LlcSell-50-11.4%387$85.60KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+44+4.2%1,104$244.00KQ2 2026Aug 17, 2026
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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.