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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
PI
501
PFG Investments
New York
$518K +$48.2K +324 +11%
NS
502
NBC Securities
Alabama
$518K +$49.1K +330 +11%
YWM
503
Yardley Wealth Management
Pennsylvania
$517K
CT
504
Caldwell Trust
Florida
$517K
CPIG
505
Chicago Partners Investment Group
Illinois
$513K -$49.3K -331 -10%
FFN
506
Focus Financial Network
Minnesota
$512K +$149 +1 +0%
PVI
507
Pine Valley Investments
New Jersey
$511K -$1.04K -7 -0.2%
IFPG
508
Intrepid Financial Planning Group
Indiana
$509K +$3.28K +22 +0.7%
STA
509
Smith Thornton Advisors
Alabama
$509K
IWA
510
Icon Wealth Advisors
Texas
$505K +$222K +1,491 +87%
TCWM
511
Total Clarity Wealth Management
Illinois
$505K +$92.8K +623 +24%
TCOV
512
Trust Company of Vermont
Vermont
$504K +$95K +638 +25%
WP
513
WealthPLAN Partners
Nebraska
$501K +$101K +681 +27%
FFM
514
Forum Financial Management
Illinois
$495K +$4.62K +31 +1%
AWA
515
Archvest Wealth Advisors
California
$492K -$608K -4,084 -57%
OSAM
516
O'Shaughnessy Asset Management
Connecticut
$491K -$70.6K -474 -13%
SEIA
517
Signature Estate & Investment Advisors
California
$489K +$7.74K +52 +2%
PIMG
518
Patriot Investment Management Group
Tennessee
$486K
FBB
519
Fulton Breakefield Broenniman
Maryland
$486K -$2.98K -20 -0.6%
KFI
520
Key Financial Inc
Pennsylvania
$483K +$2.98K +20 +0.7%
AGC
521
Aspen Grove Capital
Colorado
$482K +$91.9K +617 +25%
ARC
522
Advisor Resource Council
Texas
$479K -$120K -805 -21%
AC
523
Apella Capital
Connecticut
$476K +$19.7K +132 +5%
SWGC
524
Summit Wealth Group (Colorado)
Colorado
$475K +$448K +3,008 New
TNA
525
True North Advisors
Texas
$474K -$65.1K -437 -13%

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.