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