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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
ACA
351
Aptus Capital Advisors
Alabama
$1.02M -$17.7K -119 -2%
PP
352
PDS Planning
Ohio
$1.02M +$596 +4 +0.1%
EAM
353
Evanson Asset Management
California
$1.01M
OC
354
Oppenheimer & Co
New York
$1.01M +$15.3K +103 +2%
Macquarie Group
355
Macquarie Group
Australia
$1.01M -$5.12M -34,410 -84%
VFA
356
Valeo Financial Advisors
Indiana
$997K -$20.6K -138 -2%
SAM
357
Smithbridge Asset Management
Pennsylvania
$995K
CFG
358
Citizens Financial Group
Rhode Island
$992K +$62.1K +417 +7%
FGG
359
Financial Guidance Group
Florida
$988K -$14.7K -99 -2%
HWM
360
HighMark Wealth Management
Minnesota
$975K +$920K +6,180 New
CWMP
361
Clarion Wealth Managment Partners
Virginia
$965K +$911K +6,119 New
BBPWM
362
Blue Bell Private Wealth Management
Pennsylvania
$962K -$28.7K -193 -3%
PWAM
363
Private Wealth Asset Management
Iowa
$962K +$1.79K +12 +0.2%
CI Investments Inc
364
CI Investments Inc
Ontario, Canada
$957K -$37.5K -252 -4%
FB
365
First Bancorp
Maine
$947K
ALA
366
Atlas Legacy Advisors
California
$943K -$8.94K -60 -1%
CIC
367
Carnegie Investment Counsel
Ohio
$941K -$24.9K -167 -3%
AWA
368
Arkadios Wealth Advisors
Georgia
$940K +$6.85K +46 +0.8%
HCMT
369
Highland Capital Management (Tennessee)
Tennessee
$939K -$8.04K -54 -0.9%
BWM
370
Brown Wealth Management
Illinois
$936K +$472K +3,171 +115%
SGCA
371
Steel Grove Capital Advisors
Tennessee
$929K +$447K +3,000 +104%
GFWA
372
Grey Fox Wealth Advisors
Delaware
$925K -$80.6K -541 -8%
MPWT
373
MassMutual Private Wealth & Trust
Connecticut
$922K -$9.83K -66 -1%
NW
374
NewEdge Wealth
Pennsylvania
$909K +$215K +1,442 +34%
ACA
375
Affinity Capital Advisors
California
$902K -$8.19K -55 -1%

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.