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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
CFFP
401
Center for Financial Planning
Michigan
$842K – – –
OCG
402
Opus Capital Group
Ohio
$834K – – –
RCAG
403
Rehmann Capital Advisory Group
Michigan
$833K -$3.04K -18 -0.4%
RLWM
404
RF&L Wealth Management
Massachusetts
$829K +$3.38K +20 +0.4%
DB
405
Dravo Bay
Delaware
$824K -$4.39K -26 -0.6%
PFS
406
Prospera Financial Services
Texas
$824K -$27.2K -161 -3%
NRI
407
NFP Retirement Inc
California
$815K +$169 +1 +0%
FBFS
408
First Business Financial Services
Wisconsin
$814K – – –
MMA
409
Miracle Mile Advisors
California
$813K +$51.5K +305 +7%
GPA
410
Guidance Point Advisors
Massachusetts
$809K -$4.9K -29 -0.6%
BFC
411
Bedel Financial Consulting
Indiana
$803K +$1.01K +6 +0.1%
NW
412
Naviter Wealth
Arkansas
$785K – – –
GC
413
Garde Capital
Washington
$782K – – –
FCM
414
Firestone Capital Management
Florida
$782K -$10.1K -60 -1%
SAM
415
Smartleaf Asset Management
Massachusetts
$780K +$162K +962 +28%
EWM
416
Evercore Wealth Management
New York
$778K -$8.27K -49 -1%
KWM
417
Kingsview Wealth Management
Oregon
$776K +$34.1K +202 +5%
CWM
418
Connecticut Wealth Management
Connecticut
$776K -$67.2K -398 -8%
BC
419
Bricktown Capital
Michigan
$775K – – –
AA
420
Auxano Advisors
Washington
$766K -$1.18K -7 -0.2%
WFS
421
Widmann Financial Services
Maryland
$765K – – –
BBHC
422
Brown Brothers Harriman & Co
New York
$759K +$29.5K +175 +4%
CPA
423
Cardiff Park Advisors
California
$749K +$844 +5 +0.1%
EW
424
Evoke Wealth
California
$748K +$1.52K +9 +0.2%
MFG
425
Magnus Financial Group
New York
$740K +$11.1K +66 +2%
15 16
17
18 19

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.