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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
KMWM
526
Keudell/Morrison Wealth Management
Oregon
$473K
RWM
527
Riverbend Wealth Management
South Carolina
$473K
AA
528
Ancora Advisors
Ohio
$472K -$745 -5 -0.2%
CWM
529
Castle Wealth Management
Florida
$471K
CWM
530
Cahaba Wealth Management
Georgia
$471K +$1.94K +13 +0.4%
DJSG
531
D.J. St. Germain
Massachusetts
$469K +$126K +849 +40%
SCM
532
Sage Capital Management
New Jersey
$469K +$2.23K +15 +0.5%
IAA
533
Independent Advisor Alliance
North Carolina
$469K +$233K +1,563 +111%
HF
534
HRT Financial
New York
$468K -$1.94M -13,016 -81%
BFM
535
Broadview Financial Management
Wisconsin
$467K +$1.94K +13 +0.4%
SCA
536
St. Clair Advisors
Ohio
$464K
DWM
537
Diversify Wealth Management
Utah
$462K +$6.25K +42 +2%
AT
538
American Trust
Kentucky
$462K +$436K +2,926 New
GCM
539
Gator Capital Management
Florida
$460K
CNBT
540
Canandaigua National Bank & Trust
New York
$456K
CB
541
Centennial Bank
Arkansas
$454K -$228K -1,528 -35%
EFG
542
Embree Financial Group
Illinois
$451K +$447 +3 +0.1%
SFG
543
Sage Financial Group
Pennsylvania
$451K -$37.2K -250 -8%
CIBC World Market
544
CIBC World Market
Ontario, Canada
$449K +$3.42K +23 +0.8%
CS
545
Cannell & Spears
New York
$449K
EWM
546
Evermay Wealth Management
Virginia
$447K -$745 -5 -0.2%
BI
547
Berkeley Inc
Idaho
$444K
CFP
548
Catalyst Financial Partners
Massachusetts
$443K
MWM
549
Maltin Wealth Management
New Jersey
$441K -$76.8K -516 -16%
CB
550
Cadence Bank
Mississippi
$436K -$447 -3 -0.1%

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.