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iShares Russell 2000 Value ETF
IWN

971 hedge funds and large institutions have $8.92B invested in iShares Russell 2000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 276 increasing their positions, 328 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 51

7% more capital invested

Capital invested by funds: $8.3B → $8.92B (+$622M)

1% more funds holding

Funds holding: 963 → 971 (+8)

1.53% less ownership

Funds ownership: 75.92% → 74.39% (-1.5%)

4% less funds holding in top 10

Funds holding in top 10: 24 → 23 (-1)

16% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 328

67% less call options, than puts

Call options by funds: $26.8M | Put options by funds: $81.3M

Holders
971
Holders Change
+8
Holders Change %
+0.83%
% of All Funds
12.74%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.3%
New
80
Increased
276
Reduced
328
Closed
51
Calls
$26.8M
Puts
$81.3M
Net Calls
-$54.5M
Net Calls Change
-$105M

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$282M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$24M
3
Two Sigma Investments
Two Sigma Investments
New York
+$19.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.7M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$12.6M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$329M
2
Goldman Sachs
Goldman Sachs
New York
-$82.3M
3
Morgan Stanley
Morgan Stanley
New York
-$45.4M
4
WSFS
Wilmington Savings Fund Society
Delaware
-$32.7M
5
VNIM
Vaughan Nelson Investment Management
Texas
-$23.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
326
Meridian Wealth Management
Kentucky
$1.3M -$100K -593 -7%
PAI
327
Pittenger & Anderson Inc
Nebraska
$1.26M – – –
EAM
328
Eukles Asset Management
Ohio
$1.24M +$10.3K +61 +0.9%
UB
329
UMB Bank
Missouri
$1.24M -$45.1K -267 -4%
PFWA
330
Paces Ferry Wealth Advisors
Georgia
$1.24M +$169 +1 +0%
PWP
331
Perfromance Wealth Partners
Illinois
$1.22M -$28.2K -167 -2%
6F
332
626 Financial
Michigan
$1.22M -$25.2K -149 -2%
CCA
333
Cobblestone Capital Advisors
New York
$1.21M – – –
Capstone Investment Advisors
334
Capstone Investment Advisors
New York
$1.21M -$662K -3,920 -36%
ATPW
335
Ashton Thomas Private Wealth
Arizona
$1.2M +$530K +3,138 +85%
LI
336
LMCG Investments
Massachusetts
$1.2M -$11.8K -70 -1%
MA
337
Mutual Advisors
Nebraska
$1.19M +$79.2K +469 +8%
ACM
338
Ategra Capital Management
Virginia
$1.18M – – –
AWA
339
Aletheian Wealth Advisors
Washington
$1.18M -$5.23K -31 -0.5%
I2I
340
Insight 2811 Inc
Illinois
$1.15M +$4.39K +26 +0.4%
ACA
341
Aptus Capital Advisors
Alabama
$1.14M +$169 +1 +0%
PP
342
PDS Planning
Ohio
$1.14M -$675 -4 -0.1%
EAM
343
Evanson Asset Management
California
$1.14M – – –
VFA
344
Valeo Financial Advisors
Indiana
$1.12M – – –
SAM
345
Smithbridge Asset Management
Pennsylvania
$1.11M – – –
FGG
346
Financial Guidance Group
Florida
$1.11M – – –
UCFA
347
United Capital Financial Advisors
Texas
$1.1M -$370K -2,194 -26%
JIR
348
James Investment Research
Ohio
$1.09M +$160K +945 +18%
PSP
349
Principal Street Partners
Tennessee
$1.09M -$1.03M -6,112 -50%
BBPWM
350
Blue Bell Private Wealth Management
Pennsylvania
$1.08M – – –
12 13
14
15 16

IWN Hedge Fund Activity: Q3 2025 in Review

971 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q3 2025, worth a combined $8.92B — up 7.5% from $8.3B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new IWN positions and 51 closed out — a net gain of 29 holders — while 276 added to existing stakes and 328 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $282M. The largest seller was Jones Financial Companies, cutting an estimated $329M.

  • 971 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q3 2025, up from 963 in Q2 2025.
  • Funds reported $8.92B of iShares Russell 2000 Value ETF stock for Q3 2025, up 7.5% quarter-over-quarter.
  • 80 funds opened new iShares Russell 2000 Value ETF positions in Q3 2025 and 51 closed out, a net change of +29 holders.
  • The largest iShares Russell 2000 Value ETF buyer in Q3 2025 was TIAA Trust, National Association, an estimated $282M added.
  • The largest iShares Russell 2000 Value ETF seller in Q3 2025 was Jones Financial Companies, an estimated $329M sold.

Based on aggregated 13F filings for Q3 2025.