IWN

Ishares Russell 2000 Value E

-$20.1M

Net Activity

Institutions Holding

1018

Popularity Rank

#431

Avg Weight

0.27%

Total Value

$9.0B

Ownership Trend

1018 institutions currently hold IWN, with 364 net buyers and 435 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

435

Net Buying Institutions

364

Key Holders

Key Holders

Top 5 by Value

BO
Bank Of America CORP /de/
$1.2B
MS
Morgan Stanley
$826.7M
EA
Envestnet Asset Management INC
$406.6M
TW
TIAA Wealth Investment Management LLC
$285.7M
DD
D.a. Davidson & Co.
$241.4M

Top 5 by Conviction

PL
Pacific Life Fund Advisors LLC
9.34%
SG
Stephens Group Asset Management, LLC
2.87%
C&
Cassaday & Co Wealth Management LLC
2.60%
TW
TIAA Wealth Investment Management LLC
2.18%
VN
Vaughan Nelson Investment Management, L.p.
2.11%
View all 1018 holding institutions

Quarterly Activity

Recent Activity

+$3.7B

Total Buy Value

$6.0B

Total Sell Value

New buy71
Trim364
Add293
Sold out71

364

Net Buyers

435

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES RUSSELL 2000 VALUE E (IWN)?
Major stakeholders currently include Bank Of America CORP /de/ ($1.2B), Morgan Stanley ($826.7M), Envestnet Asset Management INC ($406.6M). Based on the latest 13F filings, there are a total of 1018 tracked investment funds and institutions maintaining positions in IWN.
What is the overall institutional sentiment toward IWN recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $20.1M, driven by 364 managers accumulating shares while 435 reduced their exposure.
Which institutions have been selling or reducing their IWN positions?
In the latest period, 364 funds trimmed their holdings, and 71 managers completely exited their positions. The aggregate reported sell value was $6.0B.
Are there any notable investors adding IWN to their portfolios?
Yes, buying activity remains notable. 71 institutions opened new positions in {ticker}, and 293 existing holders added to their shares. The total reported buy value for the quarter amounted to $3.7B.

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