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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
ATI
251
ARK & TLK Investments
Oklahoma
$1.93M +$2.23K +15 +0.1%
TW
252
Towerpoint Wealth
California
$1.93M +$112K +753 +7%
BIA
253
BHK Investment Advisors
Alabama
$1.9M +$35.3K +237 +2%
FGA
254
Fortis Group Advisors
New Jersey
$1.9M -$1.24M -8,358 -41%
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$1.87M
SW
256
SkyOak Wealth
Michigan
$1.85M -$17K -114 -1%
MLA
257
MB, Levis & Associates
Pennsylvania
$1.85M -$21K -141 -1%
PWS
258
Peloton Wealth Strategists
Indiana
$1.78M +$123K +825 +8%
Vanguard Group
259
Vanguard Group
Pennsylvania
$1.77M -$1.79K -12 -0.1%
ASN
260
Advisory Services Network
Georgia
$1.77M +$160K +1,077 +11%
FWP
261
FAS Wealth Partners
Kansas
$1.75M +$65.2K +438 +4%
RC
262
Roundview Capital
New Jersey
$1.74M -$17.1K -115 -1%
QCG
263
Quadrant Capital Group
Ohio
$1.73M
SCA
264
Snowden Capital Advisors
New York
$1.72M -$6.7K -45 -0.4%
TA
265
TFB Advisors
Kansas
$1.71M -$3.42K -23 -0.2%
PIM
266
Penobscot Investment Management
Massachusetts
$1.71M -$123K -825 -7%
Capstone Investment Advisors
267
Capstone Investment Advisors
New York
$1.7M +$358K +2,403 +29%
LBC
268
Lowe Brockenbrough & Co
Virginia
$1.67M -$381K -2,558 -19%
WDG
269
Wealth Dimensions Group
Ohio
$1.67M -$77.6K -521 -5%
JFG
270
JMG Financial Group
Illinois
$1.66M +$1M +6,723 +177%
CCA
271
Checchi Capital Advisers
California
$1.65M -$885K -5,941 -36%
ST
272
Sageworth Trust
Pennsylvania
$1.64M +$1.55M +10,422 New
Qube Research & Technologies (QRT)
273
Qube Research & Technologies (QRT)
United Kingdom
$1.64M +$1.31M +8,825 +572%
MWM
274
Modern Wealth Management
Kansas
$1.63M +$74.9K +503 +5%
AFA
275
American Financial Advisors
Georgia
$1.63M +$11.9K +80 +0.8%

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.