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
SWA
476
Sax Wealth Advisors
New Jersey
$562K -$385K -2,584 -42%
WGC
477
Watts Gwilliam & Co
Arizona
$562K -$6.11K -41 -1%
AssetMark Inc
478
AssetMark Inc
California
$560K +$128K +859 +32%
PSA
479
Plum Street Advisors
Louisiana
$559K -$2.83K -19 -0.5%
CC
480
Chicago Capital
Illinois
$554K
TAM
481
Townsend Asset Management
North Carolina
$553K +$2.38K +16 +0.5%
CAG
482
Curtis Advisory Group
California
$552K +$45.4K +305 +10%
PFA
483
Pettinga Financial Advisors
Indiana
$552K -$93.1K -625 -15%
DTC
484
Davidson Trust Company
Washington
$552K +$94.9K +637 +22%
BW
485
BIP Wealth
Georgia
$552K -$159K -1,067 -23%
TIAAOA
486
Teachers Insurance & Annuity Association of America
New York
$551K
HCA
487
Heck Capital Advisors
Wisconsin
$551K -$2.05M -13,799 -80%
JWA
488
JFS Wealth Advisors
Pennsylvania
$546K -$15.2K -102 -3%
VCP
489
Verus Capital Partners
Arizona
$545K -$12.8K -86 -2%
SAM
490
Smartleaf Asset Management
Massachusetts
$545K +$294K +1,971 +133%
WWM
491
Western Wealth Management
Colorado
$544K +$1.64K +11 +0.3%
MCWS
492
McKinley Carter Wealth Services
West Virginia
$544K -$93.8K -630 -15%
AWS
493
Atria Wealth Solutions
New York
$543K -$2.11M -14,146 -81%
CGPCS
494
Capital Group Private Client Services
California
$529K +$1.94K +13 +0.4%
SVWAG
495
Sound View Wealth Advisors Group
Georgia
$529K +$149 +1 +0%
ANB
496
Amarillo National Bank
Texas
$527K
HTC
497
Haverford Trust Company
Pennsylvania
$527K -$217K -1,457 -30%
KPWM
498
KDK Private Wealth Management
Texas
$526K -$13.3K -89 -3%
AA
499
Alesco Advisors
New York
$525K
MWA
500
Monograph Wealth Advisors
California
$518K +$43.2K +290 +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.