Who Owns IWN?
iShares Russell 2000 Value ETF — Institutional Ownership & 13F Holdings
$208.44
+0.00 (+0.00%)
Market Cap
$12.5B
Shares Outstanding
64,598,823
Institutional Holders
967
Total Inst. Value
$6.8B
% of Float Held
—
QoQ Holder Change
+369
Institutional data as of Q1 2025
New Positions
220
Closed Positions
109
Increased
233
Decreased
340
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $956.0M | 6,331,658 |
| 2 | MORGAN STANLEY | $763.3M | 5,055,820 |
| 3 | TIAA TRUST, NATIONAL ASSOCIATION | $429.3M | 2,843,511 |
| 4 | Alaska Permanent Fund Corp | $347.8M | 2,402,269 |
| 5 | JONES FINANCIAL COMPANIES LLLP | $306.5M | 2,031,924 |
| 6 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $186.4M | 1,234,460 |
| 7 | D.A. DAVIDSON & CO. | $171.3M | 1,134,640 |
| 8 | UBS Group AG | $163.2M | 1,080,901 |
| 9 | GOLDMAN SACHS GROUP INC | $161.4M | 1,068,747 |
| 10 | WELLS FARGO & COMPANY/MN | $142.2M | 941,550 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| TIAA TRUST, NATIONAL ASSOCIATION | +106K | $429.3M |
| Alaska Permanent Fund Corp | +1.2M | $347.8M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | +1.2M | $186.4M |
| D.A. DAVIDSON & CO. | +54K | $171.3M |
| UBS Group AG | +117K | $163.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Brooklyn FI, LLC | -2.0M | $4.7M |
| Strategic Financial Concepts, LLC | -796K | $767K |
| JONES FINANCIAL COMPANIES LLLP | -698K | $306.5M |
| BAILARD, INC. | -436K | $10.1M |
| MORGAN STANLEY | -427K | $763.3M |
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Frequently Asked Questions
How many institutional investors hold IWN?
As of Q1 2025, 967 institutional investors report holding IWN (iShares Russell 2000 Value ETF) in their 13F filings.
Which hedge fund owns the most IWN?
The largest institutional holder of IWN is BANK OF AMERICA CORP /DE/ with $956.0M in shares.
Are institutions buying or selling IWN?
This quarter, 220 institutions opened new positions in IWN and 109 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.