Who owns IWN?
iShares Russell 2000 Value ETF · iShares
1,075 institutions reported holding IWN, worth $10.4B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IWN
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $1.4B | 6,186,337 | +62,699 shares |
| Morgan Stanley | New York, NY | $937.6M | 4,238,800 | −121,541 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $473.0M | 2,138,426 | −6,371 shares |
| TIAA Wealth Investment Management LLC | New York, NY | $330.9M | 1,495,599 | −50,119 shares |
| D.A. Davidson & Co. | Great Falls, MT | $283.5M | 1,281,525 | +7,996 shares |
| TIAA-CREF Individual & Institutional Services, LLC | Charlotte, NC | $269.6M | 1,218,672 | +17,978 shares |
| M&T Bank Corp | Buffalo, NY | $265.0M | 1,198,061 | +181,269 shares |
| LPL Financial LLC | Fort Mill, SC | $258.0M | 1,166,269 | +103,792 shares |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $241.3M | 1,090,896 | −9,702 shares |
| Vaughan Nelson Investment Management, L.P. | Houston, TX | $194.0M | 876,999 | −231,921 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IWN?
1,075 institutional managers reported holding IWN in Form 13F filings for June 30, 2026, worth $10.4B in total. The largest reported position was held by Bank of America Corp., at $1.4B.
Did institutions buy or sell IWN last quarter?
Reported 13F value rose 15.7% from March 31, 2026, which includes price moves as well as buying and selling. 122 firms reported a new position and 46 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IWN ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.