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. 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 quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Ariel Appreciation FundBuy32,13665,455$12,409,613
Q1 2026Sequoia Financial AdvisorsBuy46114,332$2,717,140
Q4 2025Ariel Appreciation FundSell-11,64633,319$6,037,736
Q4 2025Sequoia Financial AdvisorsBuy8,49713,871$2,513,514
Q4 2025Renaissance Technologies LLCSell-2006,700$1,214,107
Q3 2025Ariel Appreciation FundBuy23,49844,965$7,950,262
Q3 2025Sequoia Financial AdvisorsSell-1675,374$950,185
Q2 2025Ariel Appreciation FundSell-19,15021,467$3,386,634
Q2 2025Renaissance Technologies LLCBuy1,2006,900$1,088,544
Q2 2025Sequoia Financial AdvisorsBuy2875,541$874,116
Q1 2025Ariel Appreciation FundSell-5,78740,617$6,132,355
Q1 2025Sequoia Financial AdvisorsBuy1915,254$793,230
Q4 2024Ariel Appreciation FundBuy31,13146,404$7,618,145
Q4 2024Sequoia Financial AdvisorsSell-1,4065,063$831,151
Q3 2024Ariel Appreciation FundBuy8,97415,273$2,547,842
Q3 2024Matrix Advisors Value FundSell-6051,765$294,437
Q3 2024Sequoia Financial AdvisorsSell-356,469$1,079,213
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 2023Sequoia Financial AdvisorsSell-1437,832$1,073,102

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.

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