IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

969 hedge funds and large institutions have $8.4B invested in iShares Russell 2000 Value ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 274 increasing their positions, 386 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
-75
Holders Change %
-7.18%
% of All Funds
13.16%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.3%
New
58
Increased
274
Reduced
386
Closed
116
Calls
$68.5M
Puts
$4.45M
Net Calls
+$64M
Net Calls Change
-$1.05M

Top Buyers

1
VNIM
Vaughan Nelson Investment Management
Texas
+$178M
2
APF
Alaska Permanent Fund
Alaska
+$169M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$53.6M
4
Natixis Advisors
Natixis Advisors
Massachusetts
+$28.9M
5
PLFA
Pacific Life Fund Advisors
California
+$21.9M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$101M
2
B
Bailard
California
-$65.8M
3
Morgan Stanley
Morgan Stanley
New York
-$64.5M
4
Bank of America
Bank of America
North Carolina
-$58.2M
5
Victory Capital Management
Victory Capital Management
Texas
-$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
426
Aprio Wealth Management
Georgia
$701K -$10.7K -71 -2%
GC
427
Garde Capital
Washington
$700K +$1.36K +9 +0.2%
FBFS
428
First Business Financial Services
Wisconsin
$695K – – –
KWM
429
Kingsview Wealth Management
Oregon
$692K -$5.89K -39 -0.8%
GPA
430
Guidance Point Advisors
Massachusetts
$691K +$1.96K +13 +0.3%
PFM
431
Phillips Financial Management
Indiana
$690K – – –
BW
432
BIP Wealth
Georgia
$689K – – –
GSC
433
Ground Swell Capital
South Carolina
$688K -$1.1M -7,281 -61%
BBHC
434
Brown Brothers Harriman & Co
New York
$688K +$65.8K +436 +11%
QT
435
Quantbot Technologies
New York
$687K -$366K -2,425 -35%
ECM
436
Eisler Capital Management
United Kingdom
$686K +$686K +4,548 New
FNBT
437
FineMark National Bank & Trust
Florida
$686K -$31K -205 -4%
FCM
438
Firestone Capital Management
Florida
$677K -$41.7K -276 -6%
EWM
439
Evercore Wealth Management
New York
$672K -$45.3K -300 -6%
NW
440
Naviter Wealth
Arkansas
$671K – – –
HPM
441
Hoxton Planning & Management
West Virginia
$667K -$23.4K -155 -3%
PWM
442
Perigon Wealth Management
California
$666K -$93.5K -619 -12%
PA
443
Pinnacle Associates
New York
$665K +$17.5K +116 +3%
ST
444
Smithfield Trust
Pennsylvania
$665K -$22.9K -154 -3%
CB
445
Centennial Bank
Arkansas
$665K +$34.6K +229 +5%
BC
446
Bricktown Capital
Michigan
$662K – – –
FG
447
Foster Group
Iowa
$661K -$31K -205 -4%
AA
448
Auxano Advisors
Washington
$656K – – –
SCM
449
SCS Capital Management
Massachusetts
$640K +$640K +4,239 New
CPA
450
Cardiff Park Advisors
California
$638K -$88.6K -587 -12%
16 17
18
19 20