IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

941 hedge funds and large institutions have $8.28B invested in iShares Russell 2000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 294 increasing their positions, 349 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
-28
Holders Change %
-2.89%
% of All Funds
12.61%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.31%
New
58
Increased
294
Reduced
349
Closed
64
Calls
$53.2M
Puts
$3.09M
Net Calls
+$50.1M
Net Calls Change
-$13.9M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$66.6M
2
ZBNA
Zions Bancorporation, National Association
Utah
+$40.8M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$40M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$24.8M
5
Goldman Sachs
Goldman Sachs
New York
+$23.6M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$348M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$58.3M
3
US Bancorp
US Bancorp
Minnesota
-$32.4M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$27M
5
Raymond James Financial
Raymond James Financial
Florida
-$20.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
351
Oppenheimer & Co
New York
$1.01M +$16.2K +103 +2%
Macquarie Group
352
Macquarie Group
Australia
$1.01M -$5.43M -34,410 -84%
VFA
353
Valeo Financial Advisors
Indiana
$997K -$21.8K -138 -2%
SAM
354
Smithbridge Asset Management
Pennsylvania
$995K – – –
CFG
355
Citizens Financial Group
Rhode Island
$992K +$65.8K +417 +7%
FGG
356
Financial Guidance Group
Florida
$988K -$15.6K -99 -2%
HWM
357
HighMark Wealth Management
Minnesota
$975K +$975K +6,180 New
CWMP
358
Clarion Wealth Managment Partners
Virginia
$965K +$965K +6,119 New
BBPWM
359
Blue Bell Private Wealth Management
Pennsylvania
$962K -$30.4K -193 -3%
PWAM
360
Private Wealth Asset Management
Iowa
$962K +$1.89K +12 +0.2%
CI Investments Inc
361
CI Investments Inc
Ontario, Canada
$957K -$39.8K -252 -4%
FB
362
First Bancorp
Maine
$947K – – –
ALA
363
Atlas Legacy Advisors
California
$943K -$9.47K -60 -1%
CIC
364
Carnegie Investment Counsel
Ohio
$941K -$26.3K -167 -3%
AWA
365
Arkadios Wealth Advisors
Georgia
$940K +$7.26K +46 +0.8%
HCMT
366
Highland Capital Management (Tennessee)
Tennessee
$939K -$8.52K -54 -0.9%
BWM
367
Brown Wealth Management
Illinois
$936K +$500K +3,171 +115%
SGCA
368
Steel Grove Capital Advisors
Tennessee
$929K +$474K +3,000 +104%
GFWA
369
Grey Fox Wealth Advisors
Delaware
$925K -$85.3K -541 -8%
MPWT
370
MassMutual Private Wealth & Trust
Connecticut
$922K -$10.4K -66 -1%
NW
371
NewEdge Wealth
Pennsylvania
$909K +$232K +1,442 +34%
ACA
372
Affinity Capital Advisors
California
$902K -$8.68K -55 -1%
CGA
373
Crescent Grove Advisors
Illinois
$899K -$128K -812 -12%
HCM
374
Howland Capital Management
Massachusetts
$897K – – –
CIM
375
Confluence Investment Management
Missouri
$886K +$886K +5,615 New
13 14
15
16 17