IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

941 hedge funds and large institutions have $8.28B invested in iShares Russell 2000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 294 increasing their positions, 349 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
-28
Holders Change %
-2.89%
% of All Funds
12.62%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.31%
New
58
Increased
294
Reduced
349
Closed
64
Calls
$53.2M
Puts
$3.09M
Net Calls
+$50.1M
Net Calls Change
-$13.9M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$66.6M
2
ZBNA
Zions Bancorporation, National Association
Utah
+$40.8M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$40M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$24.8M
5
Goldman Sachs
Goldman Sachs
New York
+$23.6M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$348M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$58.3M
3
US Bancorp
US Bancorp
Minnesota
-$32.4M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$27M
5
Raymond James Financial
Raymond James Financial
Florida
-$20.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
251
Farmers & Merchants Investments Inc
Nebraska
$1.87M – – –
SW
252
SkyOak Wealth
Michigan
$1.85M -$18K -114 -1%
MLA
253
MB, Levis & Associates
Pennsylvania
$1.85M -$22.2K -141 -1%
PWS
254
Peloton Wealth Strategists
Indiana
$1.78M +$130K +825 +8%
Vanguard Group
255
Vanguard Group
Pennsylvania
$1.77M -$1.89K -12 -0.1%
ASN
256
Advisory Services Network
Georgia
$1.77M +$173K +1,077 +11%
FWP
257
FAS Wealth Partners
Kansas
$1.75M +$69.1K +438 +4%
RC
258
Roundview Capital
New Jersey
$1.74M -$18.1K -115 -1%
QCG
259
Quadrant Capital Group
Ohio
$1.73M – – –
SCA
260
Snowden Capital Advisors
New York
$1.72M -$7.1K -45 -0.4%
TA
261
TFB Advisors
Kansas
$1.71M -$3.63K -23 -0.2%
PIM
262
Penobscot Investment Management
Massachusetts
$1.71M -$130K -825 -7%
Capstone Investment Advisors
263
Capstone Investment Advisors
New York
$1.7M +$379K +2,403 +29%
LBC
264
Lowe Brockenbrough & Co
Virginia
$1.67M -$404K -2,558 -19%
WDG
265
Wealth Dimensions Group
Ohio
$1.67M -$82.2K -521 -5%
JFG
266
JMG Financial Group
Illinois
$1.66M +$1.06M +6,723 +177%
CCA
267
Checchi Capital Advisers
California
$1.65M -$937K -5,941 -36%
ST
268
Sageworth Trust
Pennsylvania
$1.64M +$1.64M +10,422 New
Qube Research & Technologies (QRT)
269
Qube Research & Technologies (QRT)
United Kingdom
$1.64M +$1.39M +8,825 +572%
MWM
270
Modern Wealth Management
Kansas
$1.63M +$79.4K +503 +5%
AFA
271
American Financial Advisors
Georgia
$1.63M +$12.6K +80 +0.8%
SWM
272
Shakespeare Wealth Management
Wisconsin
$1.62M +$194K +1,228 +14%
BTI
273
Blue Trust Inc
Georgia
$1.62M +$173K +1,099 +12%
WPWM
274
Windward Private Wealth Management
Kansas
$1.58M -$68.6K -435 -4%
PA
275
Parallel Advisors
California
$1.56M -$12.8K -81 -0.8%
9 10
11
12 13