IWN · iShares Russell 2000 Value ETF ETF
$224.62
+0.90 (+0.40%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 8
Total Value: $66,261,342
Total Shares: 299,554
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 8 13F filers · Δ vs Mar 31, 2026Top Holder
43.6%
+30.8 pts
Top 5
99.1%
+66.8 pts
Top 10
100.0%
+56.2 pts
HHI
3,579
Highly concentrated+3,233
Quarterly Activity
vs Mar 31, 2026
New
2
Increased
2
Decreased
3
Sold Out
1,009
Unchanged
1
Holder count:
-1,007
Institutional value:
-99.3%
Shares held:
-99.4%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | +10,680 | 119,244 | |
| Mid ANCHOR CAPITAL ADVISORS LLC | +1,340 | 6,961 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −1,469 | 130,500 | |
| Mid Parkside Financial Bank & Trust | −476 | 22,409 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. | −117 | 17,727 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Kirkwood Financial Services | 1,070 | $236,684 | |
| Small Range Advisory, LLC | 1,038 | $229,605 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega BANK OF AMERICA CORP /DE/ | 6,123,638 | $1,160,980,524 | |
| Mega MORGAN STANLEY | 4,360,341 | $826,677,046 | |
| Mega ENVESTNET ASSET MANAGEMENT INC | 2,144,797 | $406,632,063 | |
| Mid TIAA Wealth Investment Management LLC | 1,545,718 | $293,052,675 | |
| Mid D.A. DAVIDSON & CO. | 1,273,529 | $241,448,363 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC IWN | $26,897,920 | 40.59% | 121,600 | Call | 2026-09-02 | |
| Large Corient Private Wealth LLC IWN | $26,376,772 | 39.81% | 119,244 | Shares | 2026-08-27 | |
| Mid Parkside Financial Bank & Trust Bank IWN | $4,956,870 | 7.48% | 22,409 | Shares | 2026-09-04 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. IWN | $3,921,212 | 5.92% | 17,727 | Shares | 2026-08-25 | |
| Mega CITADEL ADVISORS LLC IWN | $1,968,680 | 2.97% | 8,900 | Put | 2026-09-02 | |
| Mid ANCHOR CAPITAL ADVISORS LLC IWN | $1,539,773 | 2.32% | 6,961 | Shares | 2026-09-03 | |
| Small Kirkwood Financial Services IWN | $236,684 | 0.36% | 1,070 | Shares | 2026-08-25 | |
| Small Range Advisory, LLC IWN | $229,605 | 0.35% | 1,038 | Shares | 2026-09-02 | |
| Small BROWN, LISLE/CUMMINGS, INC. IWN | $133,826 | 0.20% | 605 | Shares | 2026-09-02 |