Who owns iShares Russell 2000 Value Index?
- Ticker: IWN
- CUSIP Number: 464287630
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Russell 2000 Value Index with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Russell 2000 Value Index stock
Who bought or sold iShares Russell 2000 Value Index this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | ||
|---|---|---|---|---|---|---|
| Morgan Stanley | 7.6M | $997M | 16% | Dec 2020 | ||
| Jones Financial Companies, L.L | 4.9M | $651M | 0% | Dec 2020 | ||
| Bank of America Corporation | 4.9M | $640M | 27% | Dec 2020 | ||
| Alaska Permanent Fund Corp | 3.7M | $488M | -17% | Dec 2020 | ||
| Tiaa | 2.9M | $388M | 10% | Dec 2020 | ||
| Envestnet Asset Management | 1.6M | $210M | 10% | Dec 2020 | ||
| Commonwealth Equity Services | 1.5M | $199M | 1% | Dec 2020 | ||
| Wells Fargo & Company | 1.4M | $187M | 11% | Dec 2020 | ||
| Goldman Sachs Group | 1.3M | $174M | -11% | Dec 2020 | ||
| CloudAlpha Capital Management Limited/Hong Kong | 1.2M | $158M | 100% | Dec 2020 | ||
| Neuberger Berman Group | 1.2M | $154M | 100% | Dec 2020 | ||
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| Betterment | 1.2M | $153M | -3% | Dec 2020 | ||
| Amerivest Investment Management | 1.0M | $133M | -11% | Dec 2020 | ||
| Jpmorgan Chase & Co | 928k | $122M | 229% | Dec 2020 | ||
| UBS Group | 897k | $118M | 13% | Dec 2020 | ||
| D.A. Davidson & Co. | 865k | $114M | 10% | Dec 2020 | ||
| Pnc Financial Services | 800k | $105M | -2% | Dec 2020 | ||
| Branch Banking & Trust Company | 733k | $97M | 95% | Dec 2020 | ||
| Northern Trust | 723k | $95M | 3% | Dec 2020 | ||
| Jasper Ridge Partners | 711k | $94M | 104% | Dec 2020 | ||
| M^T Bank Corporation | 676k | $89M | -1% | Dec 2020 | ||
| Synovus Financial Corp. | 642k | $85M | -25% | Dec 2020 | ||
| Ameriprise Financial | 616k | $81M | 395% | Dec 2020 | ||
| Richard Bernstein Advisors | 611k | $80M | 100% | Dec 2020 | ||
| Bailard | 556k | $73M | 1530% | Dec 2020 | ||
| LPL Financial | 554k | $73M | 7% | Dec 2020 | ||
| Victory Capital Management | 534k | $70M | -14% | Dec 2020 | ||
| Royal Bank of Canada | 532k | $70M | -17% | Dec 2020 | ||
| Susquehanna International | 526k | $69M | 116% | Dec 2020 | ||
| Stadion Money Management | 476k | $63M | 100% | Dec 2020 | ||
| Us Bancorp | 465k | $61M | 13% | Dec 2020 | ||
| Commerce Bank N A | 450k | $59M | 12% | Dec 2020 | ||
| Stephens Group Asset Management | 439k | $58M | 0% | Dec 2020 | ||
| BlackRock | 393k | $52M | 55% | Dec 2020 | ||
| Vaughan Nelson Investment Management | 392k | $52M | 17% | Dec 2020 | ||
| Shapiro Capital Management | 382k | $50M | -2% | Dec 2020 | ||
| Oxford Financial | 351k | $46M | -4% | Dec 2020 | ||
| Bank of New York Mellon | 348k | $46M | 18% | Dec 2020 | ||
| Starboard Value | 338k | $45M | -65% | Dec 2020 | ||
| EP Wealth Advisors | 334k | $44M | 4% | Dec 2020 | ||
| Sei Investments | 332k | $44M | 2% | Dec 2020 | ||
| Badgley Phelps Investment Managers | 281k | $37M | 79% | Dec 2020 | ||
| Advisors Preferred | 277k | $36M | 100% | Dec 2020 | ||
| SRS Capital Advisors | 248k | $33M | 2% | Dec 2020 | ||
| Financial Network Investment Corporation | 234k | $31M | 1381% | Dec 2020 | ||
| Whittier Trust | 232k | $31M | 136% | Dec 2020 | ||
| Comprehensive Financial Management | 231k | $30M | 0% | Dec 2020 | ||
| CIBC Global Asset Management | 229k | $30M | 100% | Dec 2020 | ||
| Brown Advisory Holdings Incorporated | 211k | $28M | 45% | Dec 2020 | ||
| Brandywine Global Investment Management | 210k | $28M | 1070% | Dec 2020 | ||
| Waldron | 203k | $27M | -5% | Dec 2020 | ||
| Ariel Investments | 201k | $27M | 138% | Dec 2020 | ||
| Amg National Trust Bank | 197k | $26M | -1% | Dec 2020 | ||
| HighTower Advisors | 195k | $26M | 19% | Dec 2020 | ||
| Raymond James & Associates | 194k | $26M | 3% | Dec 2020 | ||
| Aristotle Capital Boston | 184k | $24M | -15% | Dec 2020 | ||
| Veritable | 183k | $24M | 0% | Dec 2020 | ||
| Stephens | 182k | $24M | -24% | Dec 2020 | ||
| Citigroup | 181k | $24M | 4% | Dec 2020 | ||
| CastleArk Management | 167k | $22M | 100% | Dec 2020 | ||
| Zhang Financial | 165k | $22M | -8% | Dec 2020 | ||
| DuPont Capital Management Corporation | 159k | $21M | 13% | Dec 2020 | ||
| Courier Capital Corp | 155k | $20M | 2% | Dec 2020 | ||
| Kayne Anderson Rudnick Investment Management | 154k | $20M | 55% | Dec 2020 | ||
| Fiduciary Trust Company | 153k | $20M | 1% | Dec 2020 | ||
| Jacobs Levy Equity Management | 146k | $19M | 0% | Dec 2020 | ||
| Raymond James Financial Services Advisors | 142k | $19M | 9% | Dec 2020 | ||
| James Investment Research | 138k | $18M | 1439% | Dec 2020 | ||
| Duff & Phelps Investment Management | 138k | $18M | 0% | Dec 2020 | ||
| SG Americas Securities | 136k | $18M | 732% | Dec 2020 | ||
| Rsm Us Wealth Management | 135k | $18M | 6% | Dec 2020 | ||
| Baystate Wealth Management | 133k | $18M | 3% | Dec 2020 | ||
| Advisor Group Holdings | 132k | $17M | 6% | Dec 2020 | ||
| Alliancebernstein | 131k | $17M | 30% | Dec 2020 | ||
| Forward Management | 127k | $17M | 100% | Dec 2020 | ||
| UnionBanCal Corporation | 119k | $16M | 4% | Dec 2020 | ||
| Bridges Investment Management | 114k | $15M | 0% | Dec 2020 | ||
| Bbva Usa Bancshares | 111k | $15M | -1% | Dec 2020 | ||
| Johnson Investment Counsel | 111k | $15M | 73% | Dec 2020 | ||
| WoodTrust Financial Corp | 111k | $15M | 1% | Dec 2020 | ||
| First Republic Investment Management | 110k | $15M | 46% | Dec 2020 | ||
| Aspiriant | 109k | $14M | 5% | Dec 2020 | ||
| Fifth Third Bancorp | 108k | $14M | 47% | Dec 2020 | ||
| Alerus Financial | 107k | $14M | 1% | Dec 2020 | ||
| Citadel Advisors | 105k | $14M | -9% | Dec 2020 | ||
| Churchill Management Corp. | 99k | $16M | -1% | Mar 2021 | ||
| GW & Wade | 97k | $13M | 19% | Dec 2020 | ||
| Crestone Asset Management | 95k | $13M | -4% | Dec 2020 | ||
| Capital Directions Investment Advisory | 95k | $13M | 1% | Dec 2020 | ||
| F3Logic | 94k | $12M | 3% | Dec 2020 | ||
| Hsbc Holdings | 94k | $12M | 0% | Dec 2020 | ||
| Calamos Advisors | 94k | $12M | 0% | Dec 2020 | ||
| AlphaMark Advisors | 94k | $12M | 7% | Dec 2020 | ||
| Flaharty Asset Management | 93k | $12M | 4% | Dec 2020 | ||
| Whittier Trust Co. of Nevada | 92k | $12M | 157% | Dec 2020 | ||
| Franklin Resources | 92k | $12M | -5% | Dec 2020 | ||
| Assetmark | 91k | $12M | 100% | Dec 2020 | ||
| Derby & Company | 90k | $12M | 4% | Dec 2020 | ||
| Modera Wealth Management | 89k | $12M | 38% | Dec 2020 | ||
| Thompson, Siegel, & Walmsley | 85k | $11M | -10% | Dec 2020 | ||
| Empowered Funds | 83k | $11M | 100% | Dec 2020 | ||
| Baird Financial | 83k | $11M | 15% | Dec 2020 | ||
| Bnp Paribas Arbitrage, Snc | 82k | $11M | 1% | Dec 2020 | ||
| Covenant Partners | 82k | $11M | -1% | Dec 2020 | ||
| Concentric Wealth Management | 82k | $11M | 2% | Dec 2020 | ||
| Silvercrest Asset Management Group | 78k | $10M | 62% | Dec 2020 | ||
| Deane Retirement Strategies | 77k | $12M | 108% | Mar 2021 | ||
| MAI Wealth Advisors | 76k | $10M | 18% | Dec 2020 | ||
| Moneta Group Investment Advisors | 75k | $9.9M | -20% | Dec 2020 | ||
| Broadmark Asset Management | 74k | $9.7M | 100% | Dec 2020 | ||
| Mml Investors Services | 73k | $9.6M | -3% | Dec 2020 | ||
| Powell Investment Advisors | 73k | $9.6M | 2% | Dec 2020 | ||
| Brookstone Capital Management | 73k | $9.6M | 32% | Dec 2020 | ||
| Interactive Financial Advisors | 72k | $9.4M | -6% | Dec 2020 | ||
| Mariner Wealth Advisors | 72k | $9.5M | 45% | Dec 2020 | ||
| Old Mission Capital | 72k | $9.5M | 100% | Dec 2020 | ||
| Hanson McClain Advisors | 70k | $9.3M | -40% | Dec 2020 | ||
| Atlantic Trust | 70k | $9.3M | 99% | Dec 2020 | ||
| LBJ Family Wealth Advisors | 70k | $9.2M | 0% | Dec 2020 | ||
| Principal Financial Group | 70k | $9.2M | 84% | Dec 2020 | ||
| Windsor Creek Advisors | 69k | $9.1M | -9% | Dec 2020 | ||
| Resource Management | 68k | $8.9M | -22% | Dec 2020 | ||
| Millennium Management | 67k | $8.9M | 100% | Dec 2020 | ||
| Sonata Capital | 67k | $8.8M | 4% | Dec 2020 | ||
| FormulaFolio Investments | 66k | $8.7M | 100% | Dec 2020 | ||
| Cambridge Investment Research Advisors | 65k | $8.6M | 12% | Dec 2020 | ||
| Buckingham Asset Management | 64k | $8.5M | -2% | Dec 2020 | ||
| Hillcrest Wealth Advisors - NY | 64k | $8.4M | 0% | Dec 2020 | ||
| Fort Point Capital Partners | 63k | $8.3M | 17% | Dec 2020 | ||
| First Horizon National Corp | 63k | $8.3M | 20% | Dec 2020 | ||
| Kestra Advisory Services | 63k | $8.3M | 20% | Dec 2020 | ||
| Keybank National Association | 63k | $8.3M | -4% | Dec 2020 | ||
| Bank Of Montreal | 62k | $8.7M | 2% | Dec 2020 | ||
| Jordan Park Group | 62k | $8.2M | -9% | Dec 2020 | ||
| New South Capital Management | 61k | $8.0M | 100% | Dec 2020 | ||
| Carolinas Wealth Consulting | 61k | $8.0M | -1% | Dec 2020 | ||
| AdvicePeriod | 61k | $8.0M | -8% | Dec 2020 | ||
| Strategic Wealth Partners | 60k | $7.9M | 2% | Dec 2020 | ||
| Nicholas Company | 60k | $7.9M | 100% | Dec 2020 | ||
| FSA Wealth Management | 59k | $7.8M | 8% | Dec 2020 | ||
| Prime Capital Investment Advisors | 58k | $7.7M | 100% | Dec 2020 | ||
| Harbor Investment Advisory | 54k | $7.2M | 5% | Dec 2020 | ||
| Wolverine Asset Management | 54k | $7.2M | 100% | Dec 2020 | ||
| Stifel Financial | 54k | $7.1M | 67% | Dec 2020 | ||
| Earnest Partners | 52k | $6.9M | 5393% | Dec 2020 | ||
| Tocqueville Asset Management | 52k | $6.9M | 20% | Dec 2020 | ||
| McKinley Carter Wealth Services | 52k | $6.9M | 68% | Dec 2020 | ||
| Compton Wealth Advisory Group | 52k | $6.8M | 100% | Dec 2020 | ||
| Chicago Wealth Management | 52k | $6.8M | 3% | Dec 2020 | ||
| Glenmede Trust Company | 50k | $6.6M | -6% | Dec 2020 | ||
| Picton Mahoney Asset Management | 48k | $6.3M | -39% | Dec 2020 | ||
| State Street Corporation | 45k | $5.9M | -23% | Dec 2020 | ||
| Tower Research Capital | 35k | $4.7M | -59% | Dec 2020 | ||
| Clear Creek Financial Management | 32k | $4.3M | -75% | Dec 2020 | ||
| Jane Street | 32k | $4.2M | -87% | Dec 2020 | ||
| Telemus Capital | 1.8k | $238k | -97% | Dec 2020 | ||
Who sold out of iShares Russell 2000 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Sumitomo Mitsui Financial | Sep 2020 | 334k | $33M |
| Squarepoint Ops | Sep 2020 | 79k | $7.8M |
| Moore Capital Management | Sep 2020 | 70k | $7.0M |
| Flow Traders US | Sep 2020 | 59k | $5.8M |