We are live on ! Find out more
IWN icon

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
PWM
451
Perigon Wealth Management
California
$634K -$58.7K -394 -9%
THL
452
Tillman Hartley LLC
Colorado
$629K +$149 +1 +0%
AFG
453
Atomi Financial Group
New York
$628K +$92.3K +620 +18%
IA
454
IFP Advisors
Florida
$616K +$10.6K +71 +2%
AG
455
Ascent Group
Virginia
$616K -$187K -1,253 -24%
SIA
456
Stegner Investment Associates
Kentucky
$609K +$4.62K +31 +0.8%
AFC
457
AFT Forsyth & Company
Florida
$601K
EWP
458
Elevation Wealth Partners
California
$600K +$249K +1,671 +78%
WF
459
Welch & Forbes
Massachusetts
$597K +$8.94K +60 +2%
WIA
460
World Investment Advisors
California
$593K -$794K -5,331 -59%
ES
461
Eagle Strategies
New York
$591K +$55.4K +372 +11%
SWA
462
Strategies Wealth Advisors
Michigan
$590K +$2.53K +17 +0.5%
AWM
463
Avior Wealth Management
Nebraska
$589K -$38.6K -259 -6%
DWP
464
Daymark Wealth Partners
Ohio
$588K +$41.5K +279 +8%
DPI
465
Diversified Portfolios Inc
Michigan
$586K +$14.9K +100 +3%
CCT
466
Chemung Canal Trust
New York
$584K +$131K +880 +31%
CAAM
467
Cornerstone Advisors Asset Management
Pennsylvania
$584K
GIA
468
Gladstone Institutional Advisory
Florida
$584K +$8.04K +54 +1%
RWM
469
Rialto Wealth Management
New York
$583K
ATPW
470
Ashton Thomas Private Wealth
Arizona
$580K +$42.1K +283 +8%
WA
471
Wealthstream Advisors
New York
$572K -$28.6K -192 -5%
AI
472
Atria Investments
North Carolina
$571K -$80.6K -541 -13%
HWA
473
Heritage Wealth Advisors
Virginia
$568K
PHAM
474
Palisades Hudson Asset Management
Florida
$566K -$25.2K -169 -4%
UWPG
475
Ullmann Wealth Partners Group
Florida
$565K -$57K -383 -10%

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.