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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
SWP
301
Stratos Wealth Partners
Ohio
$1.38M +$179K +1,204 +16%
PCM
302
Pointe Capital Management
Michigan
$1.37M +$142K +955 +12%
CWA
303
Cornerstone Wealth Advisors
Minnesota
$1.36M -$119K -800 -9%
FTWA
304
Fifth Third Wealth Advisors
Ohio
$1.36M -$640K -4,300 -33%
SFG
305
Sterling Financial Group
California
$1.35M
RZH
306
Relyea Zuckerberg Hanson
Connecticut
$1.34M +$7.3K +49 +0.6%
SPIA
307
Steward Partners Investment Advisory
New York
$1.34M -$14.7K -99 -1%
SLT
308
St Louis Trust
Missouri
$1.34M
UCFA
309
United Capital Financial Advisors
Texas
$1.33M +$19.4K +130 +2%
Squarepoint
310
Squarepoint
New York
$1.32M -$4.26M -28,640 -77%
MAM
311
MMA Asset Management
Pennsylvania
$1.32M -$3.53M -23,691 -74%
BMCM
312
Bryn Mawr Capital Management
Pennsylvania
$1.31M -$10.7K -72 -0.9%
GVAG
313
Great Valley Advisor Group
Delaware
$1.31M -$24.7K -166 -2%
LGG
314
Luts & Greenleigh Group
Maryland
$1.31M +$133K +891 +12%
SIMC
315
Squire Investment Management Company
Utah
$1.3M
SCM
316
Stordahl Capital Management
Colorado
$1.3M -$286K -1,922 -19%
HSA
317
HBK Sorce Advisory
Pennsylvania
$1.27M -$190K -1,278 -14%
CWM
318
Cornerstone Wealth Management
Missouri
$1.26M -$1.19K -8 -0.1%
ATC
319
Argent Trust Co
Tennessee
$1.26M -$24.4K -164 -2%
LWCFA
320
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.26M
FFL
321
Future Fund LLC
Illinois
$1.25M +$1.18M +7,954 New
MWM
322
Meridian Wealth Management
Kentucky
$1.25M -$56.4K -379 -5%
TSS
323
Two Sigma Securities
New York
$1.25M -$1.02M -6,865 -46%
FFC
324
Frederick Financial Consultants
Maryland
$1.24M -$6.55K -44 -0.6%
MMHP
325
Murphy Middleton Hinkle & Parker
Georgia
$1.24M

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.