ISHARES TR RUS 2000 VAL ETF is a security (CUSIP 464287630) tracked across SEC portfolio filings. 1,107 institutional managers reported $9.3B on Form 13F as of 2026-06-30; 4 registered fund positions totaling $97.1M via N-PORT as of 2026-04-30.
Showing 15 of 1,107 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $1.2B | 6,123,638 |
| MORGAN STANLEY | NEW YORK, NY | $826.7M | 4,360,341 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $473.0M | 2,138,426 |
| TIAA Wealth Investment Management LLC | New York, NY | $285.7M | 1,545,718 |
| D.A. DAVIDSON & CO. | GREAT FALLS, MT | $283.5M | 1,281,525 |
| M&T Bank Corp | BUFFALO, NY | $265.0M | 1,198,061 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | CHARLOTTE, NC | $227.6M | 1,200,694 |
| LPL Financial LLC | FORT MILL, SC | $201.4M | 1,062,477 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | HOUSTON, TX | $194.0M | 876,999 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $167.4M | 756,672 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $166.2M | 876,818 |
| HSBC HOLDINGS PLC | LONDON, X0 | $162.9M | 859,009 |
| UBS Group AG | Zurich, V8 | $159.1M | 839,340 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $137.9M | 727,598 |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $128.3M | 676,952 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| Stadion Tactical Growth Fund | STADION INVESTMENT TRUST | $79.8M | 1339.25% |
| Small Cap Portfolio | BNY MELLON VARIABLE INVESTMENT FUND | $15.5M | 498.32% |
| Vericimetry U.S. Small Cap Value Fund | VERICIMETRY FUNDS | $956K | 56.87% |
| Embark Small Cap Equity Fund | Harbor Funds II | $807K | 14.11% |