Who Owns CEF Ishares Russell 2000 Value (IWN)? -- Institutional Holders (2026-06-30)

1,128 institutions reported holding $10.44B of CEF Ishares Russell 2000 Value (IWN) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($1.37B), MORGAN STANLEY ($937.6M), ENVESTNET ASSET MANAGEMENT INC ($473.0M), TIAA Wealth Investment Management LLC ($330.9M), D.A. DAVIDSON & CO. ($283.5M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$1.37B	6.2M	Added
2	MORGAN STANLEY	$937.6M	4.2M	Trimmed
3	ENVESTNET ASSET MANAGEMENT INC	$473.0M	2.1M	Trimmed
4	TIAA Wealth Investment Management LLC	$330.9M	1.5M	Trimmed
5	D.A. DAVIDSON & CO.	$283.5M	1.3M	Added
6	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	$269.6M	1.2M	Added
7	M&T Bank Corp	$265.0M	1.2M	Added
8	LPL Financial LLC	$258.0M	1.2M	Added
9	PNC Financial Services Group, Inc.	$241.3M	1.1M	Trimmed
10	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	$194.0M	876,999	Trimmed
11	WELLS FARGO & COMPANY/MN	$191.6M	866,095	Trimmed
12	HSBC HOLDINGS PLC	$190.8M	862,739	Added
13	UBS Group AG	$169.6M	766,604	Trimmed
14	COMMONWEALTH EQUITY SERVICES, LLC	$167.4M	756,672	Trimmed
15	GOLDMAN SACHS GROUP INC	$154.0M	696,081	Trimmed
16	Cassaday & Co Wealth Management LLC	$144.8M	654,442	Added
17	Betterment LLC	$143.1M	646,889	Trimmed
18	NORTHERN TRUST CORP	$132.7M	599,858	Trimmed
19	Royal Bank of Canada	$108.6M	490,973	Trimmed
20	BAILARD, INC.	$107.4M	485,652	Added
21	JPMORGAN CHASE & CO	$100.7M	454,981	Trimmed
22	RAYMOND JAMES FINANCIAL INC	$95.9M	433,434	Trimmed
23	Pathstone Holdings, LLC	$89.9M	406,524	Trimmed
24	Badgley Phelps Wealth Managers, LLC	$88.0M	397,941	Added
25	Focus Partners Wealth	$72.8M	329,024	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30