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 2023Matrix Private Capital GroupSell-120740$101,395
Q4 2022Ariel Appreciation FundBuy8,58826,965$3,739,237
Q4 2022Sequoia Financial AdvisorsBuy827,975$1,105,922
Q3 2022Ariel Appreciation FundBuy8,12418,377$2,369
Q3 2022Renaissance Technologies LLCBuy2,4005,700$735
Q3 2022Sequoia Financial AdvisorsBuy1,0807,893$1,018
Q2 2022Ariel Appreciation FundSell-108,24310,253$1,396
Q2 2022Renaissance Technologies LLCSell-5,5003,300$449
Q2 2022Donald Smith & Co.Buy2,5008,827$1,202
Q2 2022Sequoia Financial AdvisorsSell-1,5106,813$928
Q1 2022Ariel Appreciation FundBuy79,347118,496$19,125
Q1 2022Donald Smith & Co.Sell-7,6006,327$1,021
Q1 2022Sequoia Financial AdvisorsBuy1,1308,323$1,343
Q1 2022Matrix Private Capital GroupSell-170860$139
Q4 2021Sequoia Financial AdvisorsBuy5,4377,193$1,194
Q4 2021Matrix Advisors Value FundBuy2,3702,370$394
Q4 2021Ariel Appreciation FundSell-1,90639,149$6,501
Q4 2021Donald Smith & Co.Buy1,62713,927$2,313
Q4 2021Hillman Value FundBuy1717$3
Q3 2021Ariel Appreciation FundSell-78,51141,055$6,578
Q3 2021Donald Smith & Co.Sell-6,20012,300$1,971
Q3 2021Sequoia Financial AdvisorsSell-5,4331,756$281
Q3 2021Renaissance Technologies LLCBuy1,2008,800$1,410
Q2 2021Ariel Appreciation FundSell-46,855119,566$19,820
Q2 2021Renaissance Technologies LLCSell-7,1007,600$1,260
Q1 2021Ariel Appreciation FundSell-34,796166,421$26,539
Q1 2021Renaissance Technologies LLCBuy10,20014,700$2,344
Q1 2021Matrix Private Capital GroupBuy7691,030$164
Q1 2021Sequoia Financial AdvisorsBuy3947,189$1,146
Q4 2020Ariel Appreciation FundBuy116,707201,217$26,510

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.

Related IWN Institutional Insights