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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
CC
476
Chicago Capital
Illinois
$621K – – –
JWA
477
JFS Wealth Advisors
Pennsylvania
$618K +$6.25K +37 +1%
NS
478
NBC Securities
Alabama
$615K +$31.7K +188 +6%
TAM
479
Townsend Asset Management
North Carolina
$613K -$6.42K -38 -1%
BW
480
BIP Wealth
Georgia
$611K -$6.75K -40 -1%
FFG
481
Fiduciary Financial Group
California
$608K -$97.2K -576 -14%
MCWS
482
McKinley Carter Wealth Services
West Virginia
$605K -$4.73K -28 -0.8%
PVI
483
Pine Valley Investments
New Jersey
$601K +$27.3K +162 +5%
AWA
484
American Wealth Advisors
Georgia
$598K +$571K +3,381 New
HTC
485
Haverford Trust Company
Pennsylvania
$598K +$7.09K +42 +1%
CGPCS
486
Capital Group Private Client Services
California
$595K +$2.19K +13 +0.4%
LA
487
Legacy Advisors
Pennsylvania
$595K +$568K +3,363 New
SVWAG
488
Sound View Wealth Advisors Group
Georgia
$593K +$169 +1 +0%
TCOV
489
Trust Company of Vermont
Vermont
$588K +$22.1K +131 +4%
AA
490
Alesco Advisors
New York
$588K – – –
SCM
491
SCS Capital Management
Massachusetts
$585K -$125K -740 -18%
IFPG
492
Intrepid Financial Planning Group
Indiana
$585K +$13.5K +80 +2%
CT
493
Caldwell Trust
Florida
$584K +$5.23K +31 +0.9%
KPWM
494
KDK Private Wealth Management
Texas
$583K -$5.4K -32 -1%
MWA
495
Monograph Wealth Advisors
California
$581K – – –
YWM
496
Yardley Wealth Management
Pennsylvania
$579K – – –
VCP
497
Verus Capital Partners
Arizona
$576K -$33.6K -199 -6%
FFN
498
Focus Financial Network
Minnesota
$574K +$169 +1 +0%
STA
499
Smith Thornton Advisors
Alabama
$570K – – –
CPIG
500
Chicago Partners Investment Group
Illinois
$570K +$17.9K +106 +3%
18 19
20
21 22

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.