iShares Russell 2000 Value EIWNETF
13F holders, Q1 2025 (March 31)986holders −73
48new positions
119sold out
5famous investors
$150.67avg. 13F price*
At the end of Q1 2025, 986 institutions reported holding iShares Russell 2000 Value E (IWN) in their 13F filings, down 73 from Q4 2024. 48 opened new positions and 119 sold out. The largest holders were Bank of America Corp. ($956.0M), Morgan Stanley ($763.3M) and Tiaa Trust, National Association ($429.3M). 5 famous investors held it, including John W. Rogers Jr. (0.1% of Ariel Investments's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell 2000 Value E
- CUSIP
- 464287630
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $92.8M |
| Exits | 119 | $141.4M |
All 13F filers, Q4 2024 → Q1 2025: 5,013,079 shares bought and 4,972,168 shares sold, net +40,911 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 986 holders
| Bank of America Corp. | 0.09% | Reduce -5.7% | 6,331,658 | $956.0M |
| Morgan Stanley | 0.05% | Reduce -7.8% | 5,055,820 | $763.3M |
| Tiaa Trust, National Association | 1.34% | Add +3.9% | 2,843,511 | $429.3M |
| Alaska Permanent Fund Corp | 4.89% | Add +94.9% | 2,402,269 | $347.8M |
| Envestnet Asset Management Inc. | 0.10% | Add +1.2% | 2,088,938 | $315.4M |
| Jones Financial Companies LLLP | 0.28% | Reduce -24.5% | 2,060,421 | $311.6M |
| Vaughan Nelson Investment Management, L.P. | 1.86% | Add +2207.2% | 1,234,460 | $186.4M |
| PNC Financial Services Group, Inc. | 0.09% | Reduce -1.7% | 1,198,962 | $181.0M |
| D.A. Davidson & Co. | 1.38% | Add +5.0% | 1,134,640 | $171.3M |
| UBS Group AG | 0.04% | Add +12.2% | 1,080,901 | $163.2M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -4.7% | 1,068,747 | $161.4M |
| M&T Bank Corp | 0.58% | Add +0.4% | 1,049,237 | $158.4M |
| LPL Financial LLC | 0.06% | Reduce -0.8% | 986,496 | $148.9M |
| Commonwealth Equity Services, LLC | 0.20% | Add +2.5% | 942,986 | $142.4M |
| Wells Fargo & Company | 0.03% | Reduce -7.6% | 941,550 | $142.2M |
| Betterment LLC | 0.28% | Reduce -4.2% | 794,473 | $120.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.0% | 672,793 | $101.6M |
| Northern Trust Corp. | 0.01% | Reduce -1.4% | 610,876 | $92.2M |
| Cassaday & Co Wealth Management LLC | 2.58% | Add +0.8% | 608,076 | $91.8M |
| Royal Bank of Canada | 0.02% | Add +2.0% | 545,714 | $82.4M |
| Raymond James Financial Inc. | 0.03% | Reduce -11.6% | 525,134 | $79.3M |
| Wellington Management Group LLP | 0.01% | Add +225.6% | 512,305 | $77.3M |
| Pacific Life Fund Advisors LLC | 8.49% | Add +40.6% | 501,457 | $75.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -22.3% | 475,915 | $71.9M |
| US Bancorp \de | 0.08% | Reduce -2.0% | 380,091 | $57.4M |
| Badgley Phelps Wealth Managers, LLC | 1.31% | Add +1.8% | 360,059 | $54.4M |
| Jasper Ridge Partners, L.P. | 1.68% | No change | 346,539 | $52.3M |
| Commerce Bank | 0.33% | Reduce -4.1% | 343,112 | $51.8M |
| Whittier Trust Co. | 0.68% | Add +1.7% | 322,690 | $48.7M |
| Victory Capital Management Inc. | 0.05% | Reduce -43.4% | 304,395 | $46.0M |
| Pathstone Holdings, LLC | 0.19% | Reduce -7.0% | 284,733 | $43.0M |
| AMG National Trust Bank | 1.18% | Reduce -3.9% | 278,190 | $42.0M |
| Stephens Group Asset Management, LLC | 3.26% | Add +20.7% | 267,797 | $40.4M |
| MAI Capital Management | 0.29% | Reduce -0.6% | 257,113 | $38.8M |
| BNP Paribas Financial Markets | 0.03% | Reduce -4.3% | 254,952 | $38.5M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -3.9% | 252,395 | $38.1M |
| Sei Investments Co. | 0.05% | Reduce -2.1% | 242,695 | $36.6M |
| Atom Investors LP | 4.48% | Add +74.7% | 241,021 | $36.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -8.8% | 235,519 | $35.6M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +1.2% | 235,107 | $35.5M |
| Citigroup Inc. | 0.03% | Add +49.9% | 232,085 | $35.0M |
| Choreo, LLC | 0.54% | Reduce -1.9% | 230,968 | $34.9M |
| Comprehensive Financial Management LLC | 1.10% | No change | 230,481 | $34.8M |
| Cetera Investment Advisers | 0.07% | Add +1.6% | 229,813 | $34.7M |
| Facet Wealth, Inc. | 0.88% | Reduce -11.2% | 229,918 | $33.9M |
| Natixis Advisors, LLC | 0.06% | Add +605.9% | 222,738 | $33.6M |
| Waldron Private Wealth LLC | 1.58% | Reduce -4.7% | 221,928 | $33.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.6% | 215,054 | $32.3M |
| Wilmington Savings Fund Society, FSB | 0.58% | Reduce -0.2% | 204,406 | $30.9M |
| Corient Private Wealth LP | 0.05% | Add +50.6% | 203,583 | $30.7M |
| Focus Partners Wealth | 0.07% | Reduce -24.2% | 197,397 | $29.8M |
| Truist Financial Corp. | 0.04% | Reduce -3.5% | 182,323 | $27.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.07% | Reduce -1.7% | 180,963 | $27.3M |
| BlackRock, Inc. | 0.00% | Add +5.4% | 178,774 | $27.0M |
| Whittier Trust Co. of Nevada Inc. | 0.68% | Add +2.9% | 177,631 | $26.8M |
| Citadel Advisors | 0.03% | Add +27.1% | 173,810 | $26.2M |
| Mariner, LLC | 0.04% | Add +3.9% | 171,986 | $26.0M |
| Brown Advisory Inc. | 0.04% | Reduce -24.4% | 171,821 | $25.9M |
| WoodTrust Financial Corp | 3.45% | Add +1.8% | 162,948 | $24.6M |
| FMR LLC | 0.00% | Reduce -12.9% | 161,108 | $24.3M |
| Bank of Montreal | 0.01% | Reduce -10.7% | 156,175 | $23.6M |
| Courier Capital LLC | 1.46% | Add +0.8% | 147,378 | $22.3M |
| Johnson Investment Counsel Inc. | 0.21% | Add +0.8% | 145,407 | $22.0M |
| Modera Wealth Management, LLC | 0.29% | Reduce -4.0% | 144,255 | $21.8M |
| Janus Henderson Group PLC | 0.01% | Add +27.4% | 137,937 | $20.9M |
| Leeward Investments, LLC - MA | 1.09% | Add +423.2% | 136,147 | $20.6M |
| HighTower Advisors, LLC | 0.03% | Reduce -3.2% | 131,246 | $19.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -37.0% | 127,159 | $19.2M |
| Comerica Bank | 0.08% | Reduce -0.7% | 126,325 | $19.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.19% | New | 125,000 | $18.8M |
| Quadrature Capital Ltd | 0.41% | New | 122,531 | $18.5M |
| Rockefeller Capital Management L.P. | 0.04% | Add +7.7% | 119,150 | $18.0M |
| Calamos Advisors LLC | 0.12% | No change | 113,214 | $17.1M |
| Barclays PLC | 0.01% | Add +39.4% | 107,825 | $16.3M |
| Cerity Partners LLC | 0.03% | Add +0.1% | 107,655 | $16.3M |
| Fiduciary Trust Co | 0.21% | Reduce -1.4% | 105,285 | $15.9M |
| Zhang Financial LLC | 0.82% | Add +0.0% | 103,254 | $15.6M |
| Elite Financial, Inc. | 7.98% | New | 99,908 | $15.1M |
| AQR Capital Management | 0.02% | Add +0.3% | 99,236 | $15.0M |
| Two Sigma Investments, LP | 0.03% | Add +72.3% | 99,100 | $15.0M |
| Powell Investment Advisors, LLC | 7.22% | Add +4.1% | 97,280 | $14.7M |
| Shapiro Capital Management LLC | 0.60% | Add +86.8% | 95,845 | $14.5M |
| Pure Financial Advisors, LLC | 0.30% | Add +15.0% | 93,633 | $14.1M |
| Moneta Group Investment Advisors LLC | 0.19% | Reduce -1.9% | 92,331 | $13.9M |
| Fifth Third Bancorp | 0.05% | Reduce -6.1% | 90,351 | $13.6M |
| Alliancebernstein L.P. | 0.00% | Add +7.2% | 89,766 | $13.6M |
| Savant Capital, LLC | 0.11% | Reduce -15.4% | 88,846 | $13.4M |
| Synovus Financial Corp. | 0.17% | Reduce -2.6% | 88,517 | $13.4M |
| Waverly Advisors, LLC | 0.16% | Reduce -4.0% | 87,915 | $13.3M |
| Thompson Siegel & Walmsley LLC | 0.22% | Reduce -7.5% | 86,153 | $13.0M |
| Aspiriant, LLC | 0.45% | Add +0.0% | 85,862 | $13.0M |
| Baird Financial Group, Inc. | 0.03% | Reduce -10.3% | 85,824 | $13.0M |
| Captrust Financial Advisors | 0.03% | Reduce -7.1% | 83,747 | $12.6M |
| Susquehanna International Group, LLP | 0.02% | Reduce -28.7% | 80,325 | $12.1M |
| Wealthspire Advisors, LLC | 0.07% | Add +16.5% | 76,446 | $11.5M |
| Creative Planning | 0.01% | Add +0.8% | 75,411 | $11.4M |
| Royce & Associates LP | 0.12% | Add +40.1% | 75,227 | $11.4M |
| CHURCHILL MANAGEMENT Corp | 0.14% | Reduce -0.4% | 75,205 | $11.4M |
| Hillcrest Wealth Advisors - NY, LLC | 5.58% | Add +2.8% | 74,705 | $11.3M |
| EP Wealth Advisors, LLC | 0.09% | Add +6.3% | 71,537 | $10.8M |
"% of holder's portfolio" is IWN's weight in each manager's 13F, not the share of iShares Russell 2000 Value E the manager owns.