IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

969 hedge funds and large institutions have $8.4B invested in iShares Russell 2000 Value ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 274 increasing their positions, 386 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
-75
Holders Change %
-7.18%
% of All Funds
13.16%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.3%
New
58
Increased
274
Reduced
386
Closed
116
Calls
$68.5M
Puts
$4.45M
Net Calls
+$64M
Net Calls Change
-$1.05M

Top Buyers

1
VNIM
Vaughan Nelson Investment Management
Texas
+$178M
2
APF
Alaska Permanent Fund
Alaska
+$169M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$53.6M
4
Natixis Advisors
Natixis Advisors
Massachusetts
+$28.9M
5
PLFA
Pacific Life Fund Advisors
California
+$21.9M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$101M
2
B
Bailard
California
-$65.8M
3
Morgan Stanley
Morgan Stanley
New York
-$64.5M
4
Bank of America
Bank of America
North Carolina
-$58.2M
5
Victory Capital Management
Victory Capital Management
Texas
-$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
301
World Investment Advisors
California
$1.37M -$28.4K -188 -2%
SWM
302
Shakespeare Wealth Management
Wisconsin
$1.37M -$54.5K -361 -4%
FCP
303
Fidelis Capital Partners
Florida
$1.37M -$1.01K -7 -0.1%
BAM
304
Berkshire Asset Management
Pennsylvania
$1.35M +$25.3K +170 +2%
WAS
305
Wealth Advisory Solutions
Indiana
$1.34M +$80.6K +534 +6%
Walleye Trading
306
Walleye Trading
New York
$1.33M +$407K +2,699 +44%
TFF
307
The Family Firm
Maryland
$1.33M +$156K +1,032 +13%
CAM
308
Cozad Asset Management
Illinois
$1.3M -$46.1K -305 -3%
SPIA
309
Steward Partners Investment Advisory
New York
$1.3M -$37.9K -251 -3%
SPC
310
Sigma Planning Corp
Michigan
$1.29M +$727K +4,814 +128%
AFG
311
Altiora Financial Group
Ohio
$1.29M – – –
SFG
312
Sterling Financial Group
California
$1.29M – – –
AFG
313
Allegheny Financial Group
Pennsylvania
$1.29M +$30.2K +200 +2%
SSB
314
Sandy Spring Bank
Maryland
$1.28M -$165K -1,090 -11%
GVAG
315
Great Valley Advisor Group
Delaware
$1.28M -$49.8K -330 -4%
SLT
316
St Louis Trust
Missouri
$1.28M -$1.09M -7,225 -46%
RZH
317
Relyea Zuckerberg Hanson
Connecticut
$1.28M -$90.1K -597 -7%
UB
318
UMB Bank
Missouri
$1.28M -$23.7K -157 -2%
WIM
319
WealthPlan Investment Management
Nebraska
$1.27M +$46.7K +309 +4%
BMCM
320
Bryn Mawr Capital Management
Pennsylvania
$1.27M -$60.8K -403 -5%
Capstone Investment Advisors
321
Capstone Investment Advisors
New York
$1.26M -$226K -1,500 -15%
MWM
322
Meridian Wealth Management
Kentucky
$1.25M +$3.78K +25 +0.3%
KTA
323
Keeley-Teton Advisors
Illinois
$1.25M +$438K +2,900 +54%
UCFA
324
United Capital Financial Advisors
Texas
$1.25M +$592K +3,923 +90%
SIMC
325
Squire Investment Management Company
Utah
$1.24M +$379K +2,510 +44%
11 12
13
14 15