iShares Russell 2000 Value EIWNETF
13F holders, Q2 2025 (June 30)965holders −21
51new positions
63sold out
9famous investors
$157.81avg. 13F price*
At the end of Q2 2025, 965 institutions reported holding iShares Russell 2000 Value E (IWN) in their 13F filings, down 21 from Q1 2025. 51 opened new positions and 63 sold out. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($781.5M) and Tiaa Trust, National Association ($421.5M). 9 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), John W. Rogers Jr. (0.0% of Ariel Investments's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Russell 2000 Value E
- CUSIP
- 464287630
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $34.6M |
| Exits | 63 | $446.4M |
All 13F filers, Q1 2025 → Q2 2025: 2,668,740 shares bought and 5,814,692 shares sold, net −3,145,952 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 965 holders
| Bank of America Corp. | 0.09% | Add +6.7% | 6,753,830 | $1.1B |
| Morgan Stanley | 0.05% | Reduce -2.0% | 4,953,501 | $781.5M |
| Tiaa Trust, National Association | 1.10% | Reduce -6.0% | 2,672,631 | $421.5M |
| Jones Financial Companies LLLP | 0.27% | Add +7.6% | 2,217,882 | $349.7M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -2.2% | 2,043,754 | $322.4M |
| Vaughan Nelson Investment Management, L.P. | 1.91% | Add +4.5% | 1,290,410 | $203.6M |
| Goldman Sachs Group Inc. | 0.03% | Add +14.0% | 1,218,231 | $192.2M |
| D.A. Davidson & Co. | 1.32% | Add +4.4% | 1,184,451 | $186.9M |
| PNC Financial Services Group, Inc. | 0.11% | Reduce -6.3% | 1,123,339 | $177.2M |
| M&T Bank Corp | 0.55% | Reduce -3.5% | 1,012,549 | $159.7M |
| LPL Financial LLC | 0.05% | Add +1.8% | 1,003,975 | $158.4M |
| UBS Group AG | 0.03% | Reduce -10.1% | 972,092 | $153.4M |
| Wells Fargo & Company | 0.03% | Reduce -2.0% | 923,138 | $145.6M |
| Commonwealth Equity Services, LLC | 0.19% | Reduce -3.9% | 905,799 | $142.9M |
| Betterment LLC | 0.25% | Reduce -5.8% | 748,283 | $118.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.1% | 707,190 | $111.6M |
| Cassaday & Co Wealth Management LLC | 2.44% | Add +1.4% | 616,743 | $97.3M |
| Pacific Life Fund Advisors LLC | 10.13% | Add +19.5% | 599,286 | $94.5M |
| Northern Trust Corp. | 0.01% | Reduce -8.5% | 559,205 | $88.2M |
| Royal Bank of Canada | 0.02% | Add +1.0% | 551,372 | $87.0M |
| JPMorgan Chase & Co. | 0.01% | Add +9.9% | 523,276 | $82.6M |
| BNP Paribas Financial Markets | 0.06% | Add +99.4% | 508,278 | $80.2M |
| Pathstone Holdings, LLC | 0.25% | Add +42.1% | 404,518 | $63.7M |
| Raymond James Financial Inc. | 0.02% | Reduce -25.0% | 394,018 | $62.2M |
| Badgley Phelps Wealth Managers, LLC | 1.29% | Add +2.7% | 369,883 | $58.4M |
| Commerce Bank | 0.33% | Add +2.0% | 350,045 | $55.2M |
| Jasper Ridge Partners, L.P. | 1.27% | Reduce -7.2% | 321,684 | $50.7M |
| Victory Capital Management Inc. | 0.03% | Add +3.6% | 315,415 | $49.8M |
| Whittier Trust Co. | 0.58% | Reduce -4.8% | 307,192 | $48.5M |
| Stephens Group Asset Management, LLC | 3.40% | Add +11.9% | 299,683 | $47.3M |
| Sei Investments Co. | 0.05% | Add +17.5% | 285,170 | $45.0M |
| Atom Investors LP | 3.93% | Add +16.7% | 281,171 | $44.4M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +3.1% | 260,176 | $42.9M |
| Zions Bancorporation, National Association | 2.28% | Add +2421.9% | 269,486 | $42.5M |
| AMG National Trust Bank | 1.11% | Reduce -4.2% | 266,461 | $42.0M |
| MAI Capital Management | 0.28% | Add +0.0% | 257,179 | $40.6M |
| Choreo, LLC | 0.52% | Add +2.5% | 236,711 | $37.3M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +0.7% | 236,638 | $37.3M |
| Cetera Investment Advisers | 0.06% | Add +2.6% | 235,758 | $37.2M |
| Natixis Advisors, LLC | 0.06% | Add +3.5% | 230,606 | $36.4M |
| Comprehensive Financial Management LLC | 1.01% | No change | 230,481 | $36.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -6.0% | 221,460 | $34.9M |
| Brown Advisory Inc. | 0.05% | Add +28.5% | 220,783 | $34.8M |
| Waldron Private Wealth LLC | 1.51% | Reduce -1.2% | 219,355 | $34.6M |
| Ameriprise Financial Inc. | 0.01% | Add +2.3% | 219,913 | $34.5M |
| Wilmington Savings Fund Society, FSB | 0.57% | Add +0.0% | 204,437 | $32.3M |
| Facet Wealth, Inc. | 0.72% | Reduce -14.4% | 196,866 | $31.6M |
| Focus Partners Wealth | 0.07% | Add +0.1% | 197,505 | $31.2M |
| BlackRock, Inc. | 0.00% | Reduce -1.7% | 175,686 | $27.7M |
| US Bancorp \de | 0.03% | Reduce -54.1% | 174,472 | $27.5M |
| Whittier Trust Co. of Nevada Inc. | 0.61% | Reduce -3.9% | 170,671 | $26.9M |
| Mariner, LLC | 0.04% | Reduce -5.2% | 163,070 | $25.7M |
| WoodTrust Financial Corp | 3.22% | Reduce -1.4% | 160,669 | $25.3M |
| Bank of Montreal | 0.01% | Reduce -1.5% | 153,838 | $24.3M |
| Courier Capital LLC | 1.43% | Add +1.1% | 149,080 | $23.5M |
| Truist Financial Corp. | 0.03% | Reduce -18.3% | 148,989 | $23.5M |
| Johnson Investment Counsel Inc. | 0.20% | Reduce -0.8% | 144,227 | $22.8M |
| Wellington Management Group LLP | 0.00% | Reduce -72.1% | 143,073 | $22.6M |
| Modera Wealth Management, LLC | 0.27% | Reduce -3.9% | 138,620 | $21.9M |
| Janus Henderson Group PLC | 0.01% | Reduce -1.6% | 135,787 | $21.4M |
| Corient Private Wealth LP | 0.03% | Reduce -34.4% | 133,480 | $21.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Reduce -26.6% | 132,857 | $21.0M |
| Citadel Advisors | 0.02% | Reduce -23.9% | 132,244 | $20.9M |
| Leeward Investments, LLC - MA | 1.10% | Reduce -3.4% | 131,568 | $20.8M |
| Comerica Bank | 0.08% | Add +2.5% | 129,501 | $20.4M |
| HighTower Advisors, LLC | 0.03% | Reduce -1.3% | 129,491 | $20.4M |
| Captrust Financial Advisors | 0.05% | Add +54.3% | 129,235 | $20.4M |
| Pure Financial Advisors, LLC | 0.36% | Add +37.9% | 129,107 | $20.4M |
| Rockefeller Capital Management L.P. | 0.04% | Add +3.5% | 123,376 | $19.5M |
| Susquehanna International Group, LLP | 0.03% | Add +46.9% | 118,026 | $18.6M |
| Powell Investment Advisors, LLC | 6.82% | Add +18.3% | 115,109 | $18.2M |
| Calamos Advisors LLC | 0.11% | No change | 113,214 | $17.9M |
| Cerity Partners LLC | 0.03% | Add +1.4% | 109,152 | $17.2M |
| Zhang Financial LLC | 0.76% | Add +1.7% | 105,009 | $16.6M |
| FMR LLC | 0.00% | Reduce -36.0% | 103,031 | $16.3M |
| Citigroup Inc. | 0.01% | Reduce -55.7% | 102,853 | $16.2M |
| AQR Capital Management | 0.01% | Add +0.2% | 99,447 | $15.7M |
| Flow Traders U.S. LLC | 0.57% | Add +81.8% | 97,860 | $15.4M |
| Elite Financial, Inc. | 7.55% | Reduce -4.0% | 95,946 | $15.3M |
| Fiduciary Trust Co | 0.18% | Reduce -10.5% | 94,188 | $14.9M |
| Alliancebernstein L.P. | 0.00% | Add +1.0% | 90,630 | $14.3M |
| Silvercrest Asset Management Group LLC | 0.10% | Add +27.4% | 90,168 | $14.2M |
| Synovus Financial Corp. | 0.17% | Reduce -0.8% | 87,826 | $13.9M |
| Baird Financial Group, Inc. | 0.02% | Add +2.3% | 87,760 | $13.8M |
| Fifth Third Bancorp | 0.05% | Reduce -4.5% | 86,281 | $13.6M |
| Savant Capital, LLC | 0.10% | Reduce -4.0% | 85,275 | $13.5M |
| Aspiriant, LLC | 0.43% | Reduce -1.1% | 84,961 | $13.4M |
| Creative Planning | 0.01% | Add +11.2% | 83,865 | $13.2M |
| Moneta Group Investment Advisors LLC | 0.15% | Reduce -12.1% | 81,140 | $12.8M |
| Waverly Advisors, LLC | 0.14% | Reduce -7.7% | 81,121 | $12.8M |
| Osaic Holdings, Inc. | 0.02% | Add +14.1% | 81,035 | $12.8M |
| Thompson Siegel & Walmsley LLC | 0.21% | Reduce -9.0% | 78,412 | $12.4M |
| Royce & Associates LP | 0.13% | Add +3.3% | 77,696 | $12.3M |
| Shapiro Capital Management LLC | 0.52% | Reduce -21.7% | 75,055 | $11.8M |
| Wealthspire Advisors, LLC | 0.07% | Reduce -2.0% | 74,917 | $11.8M |
| CHURCHILL MANAGEMENT Corp | 0.13% | Reduce -0.6% | 74,794 | $11.8M |
| Hillcrest Wealth Advisors - NY, LLC | 5.44% | Reduce -1.9% | 73,280 | $11.6M |
| NorthCoast Asset Management LLC | 0.05% | Add +7.5% | 69,138 | $10.9M |
| Allworth Financial LP | 0.05% | Reduce -2.6% | 67,245 | $10.6M |
| Bailard, Inc. | 0.25% | Reduce -0.2% | 66,666 | $10.5M |
"% 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.