Who owns iShares Russell 2000 Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IWN from SEC Form 13F filings across 1,081 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 1,081 institutions disclosed 47.0M shares of iShares Russell 2000 Value ETF worth $10.39B — about 72.8% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
1,081
13F holders
$10.39B
value, 2026 filers
72.8%
of shares outstanding (47.0M sh)
128
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IWN's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 6.2M | $1.37B | 0.1% | 9.6% | +1.0% |
| 2 | MORGAN STANLEY | 4.2M | $937.6M | 0.0% | 6.6% | -2.8% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 2.1M | $473.0M | 0.1% | 3.3% | -0.3% |
| 4 | TIAA Wealth Investment Management LLC | 1.5M | $330.9M | 2.2% | 2.3% | -3.2% |
| 5 | D.A. DAVIDSON & CO. | 1.3M | $283.5M | 1.6% | 2% | +0.6% |
| 6 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1.2M | $269.6M | 0.9% | 1.9% | +1.5% |
| 7 | M&T Bank Corp | 1.2M | $265.0M | 0.8% | 1.9% | +17.8% |
| 8 | LPL Financial LLC | 1.2M | $258.0M | 0.1% | 1.8% | +9.8% |
| 9 | PNC Financial Services Group, Inc. | 1.1M | $241.3M | 0.1% | 1.7% | -0.9% |
| 10 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 876,999 | $194.0M | 1.7% | 1.4% | -20.9% |
| 11 | WELLS FARGO & COMPANY/MN | 866,095 | $191.6M | 0.0% | 1.3% | -1.2% |
| 12 | HSBC HOLDINGS PLC | 862,739 | $190.8M | 0.1% | 1.3% | +0.4% |
| 13 | UBS Group AG | 766,604 | $169.6M | 0.0% | 1.2% | -8.7% |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 756,672 | $167.4M | 0.2% | 1.2% | -4.6% |
| 15 | GOLDMAN SACHS GROUP INC | 696,081 | $154.0M | 0.0% | 1.1% | -4.3% |
| 16 | Cassaday & Co Wealth Management LLC | 654,442 | $144.8M | 2.7% | 1% | +1.5% |
| 17 | Betterment LLC | 646,889 | $143.1M | 0.2% | 1% | -3.8% |
| 18 | NORTHERN TRUST CORP | 599,858 | $132.7M | 0.0% | 0.9% | -1.3% |
| 19 | ROYAL BANK OF CANADA | 490,973 | $108.6M | 0.0% | 0.8% | -11.4% |
| 20 | BAILARD, INC. | 485,652 | $107.4M | 2.2% | 0.8% | +617.1% |
| 21 | JPMORGAN CHASE & CO | 454,981 | $100.7M | 0.0% | 0.7% | -2.0% |
| 22 | RAYMOND JAMES FINANCIAL INC | 433,434 | $95.9M | 0.0% | 0.7% | -3.3% |
| 23 | Pathstone Holdings, LLC | 406,524 | $89.9M | 0.3% | 0.6% | -2.0% |
| 24 | Badgley Phelps Wealth Managers, LLC | 397,941 | $88.0M | 1.5% | 0.6% | +2.0% |
| 25 | Focus Partners Wealth | 329,024 | $72.8M | 0.1% | 0.5% | -3.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.