We are live on ! Find out more
IWN icon

iShares Russell 2000 Value ETF

963 hedge funds and large institutions have $8.3B invested in iShares Russell 2000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 302 increasing their positions, 356 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,620% more call options, than puts

Call options by funds: $53.2M | Put options by funds: $3.09M

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

1% less capital invested

Capital invested by funds: $8.41B → $8.3B (-$108M)

8% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 65

1.04% less ownership

Funds ownership: 76.95%75.92% (-1%)

2% less funds holding

Funds holding: 984963 (-21)

15% less repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 356

Holders
963
Holders Change
-21
Holders Change %
-2.13%
% of All Funds
12.68%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.32%
New
60
Increased
302
Reduced
356
Closed
65
Calls
$53.2M
Puts
$3.09M
Net Calls
+$50.1M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
226
Weinberger Asset Management
California
$2.32M -$197K -1,320 -8%
BCWM
227
Bartlett & Co Wealth Management
Ohio
$2.25M -$21.6K -145 -1%
HNB
228
Huntington National Bank
Ohio
$2.24M
VW
229
Vance Wealth
California
$2.23M -$859K -5,769 -29%
CCB
230
Country Club Bank
Missouri
$2.21M -$53K -356 -2%
AWM
231
AE Wealth Management
Kansas
$2.21M -$25K -168 -1%
Wealthfront Advisers
232
Wealthfront Advisers
California
$2.2M -$419K -2,817 -17%
FWP
233
Falcon Wealth Planning
California
$2.19M -$95.6K -642 -4%
PFPT
234
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.19M -$77.9K -523 -4%
WAP
235
Wealthcare Advisory Partners
Pennsylvania
$2.18M -$99.2K -666 -5%
Toronto Dominion Bank
236
Toronto Dominion Bank
Ontario, Canada
$2.16M +$581K +3,900 +40%
RFC
237
Regions Financial Corp
Alabama
$2.16M -$52K -349 -2%
FTS
238
Fifth Third Securities
Ohio
$2.14M +$68.3K +459 +4%
ACM
239
Alamar Capital Management
California
$2.12M +$82.3K +553 +4%
ML
240
McAdam LLC
Pennsylvania
$2.1M +$493K +3,313 +33%
HR
241
Hardy Reed
Mississippi
$2.1M -$61.9K -416 -3%
DWT
242
Dorsey & Whitney Trust
South Dakota
$2.1M
GRP
243
Global Retirement Partners
California
$2.04M +$1.93M +12,943 New
KA
244
Klingman & Associates
New York
$2.04M
WTB
245
Washington Trust Bank
Washington
$2.02M
FFA
246
First Foundation Advisors
California
$2M +$878K +5,896 +87%
SYBT
247
Stock Yards Bank & Trust
Kentucky
$2M +$123K +827 +7%
TWM
248
Tradition Wealth Management
Minnesota
$1.97M -$7.3K -49 -0.4%
AFG
249
Allegheny Financial Group
Pennsylvania
$1.94M +$563K +3,783 +44%
PSP
250
Principal Street Partners
Tennessee
$1.94M +$918K +6,168 +101%

IWN Hedge Fund Activity: Q2 2025 in Review

963 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q2 2025, worth a combined $8.3B — down 1.3% from $8.41B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of IWN and 60 opened new positions — a net loss of 5 holders — while 356 trimmed existing stakes and 302 added.

The largest buyer was Bank of America, adding an estimated $62.9M. The largest seller was Alaska Permanent Fund, exiting entirely with an estimated $348M sold.

  • 963 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q2 2025, down from 984 in Q1 2025.
  • Funds reported $8.3B of iShares Russell 2000 Value ETF stock for Q2 2025, down 1.3% quarter-over-quarter.
  • 60 funds opened new iShares Russell 2000 Value ETF positions in Q2 2025 and 65 closed out, a net change of -5 holders.
  • The largest iShares Russell 2000 Value ETF buyer in Q2 2025 was Bank of America, an estimated $62.9M added.
  • The largest iShares Russell 2000 Value ETF seller in Q2 2025 was Alaska Permanent Fund, an estimated $348M sold.

Based on aggregated 13F filings for Q2 2025.