We are live on ! Find out more
IWN icon

iShares Russell 2000 Value ETF

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: 963971 (+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: 2423 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
426
Retirement Investment Advisors
Oklahoma
$740K
PA
427
Pinnacle Associates
New York
$739K -$44.4K -263 -6%
FNBT
428
FineMark National Bank & Trust
Florida
$738K -$60.9K -361 -8%
BSTWA
429
Blake Schutter Theil Wealth Advisors
Ohio
$735K +$1.69K +10 +0.2%
DTC
430
Davidson Trust Company
Washington
$732K +$108K +641 +18%
NPT
431
National Philanthropic Trust
Pennsylvania
$732K
AC
432
Apella Capital
Connecticut
$725K +$197K +1,166 +40%
FG
433
Foster Group
Iowa
$722K -$844 -5 -0.1%
GI
434
GAMCO Investors
Connecticut
$720K -$86.1K -510 -11%
Bessemer Group
435
Bessemer Group
New Jersey
$712K +$492K +2,917 +263%
Russell Investments Group
436
Russell Investments Group
United Kingdom
$705K +$281K +1,664 +72%
THL
437
Tillman Hartley LLC
Colorado
$705K
AFG
438
Atomi Financial Group
New York
$705K +$169 +1 +0%
AWM
439
Aprio Wealth Management
Georgia
$705K -$23.5K -139 -3%
PTC
440
Private Trust Company
Ohio
$701K -$59.6K -353 -8%
PFM
441
Phillips Financial Management
Indiana
$699K -$104K -615 -13%
NP
442
NorthRock Partners
Minnesota
$696K -$100K -593 -13%
HCA
443
Heck Capital Advisors
Wisconsin
$692K +$71.2K +422 +12%
FA
444
Fiducient Advisors
Illinois
$692K +$290K +1,718 +78%
DWP
445
Daymark Wealth Partners
Ohio
$692K +$31.2K +185 +5%
PWM
446
Perigon Wealth Management
California
$685K -$24.1K -143 -4%
SIA
447
Stegner Investment Associates
Kentucky
$683K
ST
448
Sageworth Trust
Pennsylvania
$677K -$1.11M -6,595 -63%
AFC
449
AFT Forsyth & Company
Florida
$674K
EWP
450
Elevation Wealth Partners
California
$673K +$1.35K +8 +0.2%

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.