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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
CIBC World Market
526
CIBC World Market
Ontario, Canada
$506K +$2.19K +13 +0.5%
EFG
527
Embree Financial Group
Illinois
$506K +$338 +2 +0.1%
SFG
528
Sage Financial Group
Pennsylvania
$505K – – –
SCA
529
St. Clair Advisors
Ohio
$505K -$14.3K -85 -3%
EWM
530
Evermay Wealth Management
Virginia
$498K -$3.04K -18 -0.6%
CFP
531
Catalyst Financial Partners
Massachusetts
$496K – – –
MWM
532
Maltin Wealth Management
New Jersey
$496K +$1.86K +11 +0.4%
DWM
533
Diversify Wealth Management
Utah
$494K +$1.01K +6 +0.2%
BI
534
Berkeley Inc
Idaho
$492K -$5.91K -35 -1%
CB
535
Cadence Bank
Mississippi
$488K -$506 -3 -0.1%
MFIM
536
Mesirow Financial Investment Management
Illinois
$487K +$56.2K +333 +14%
MPM
537
Meritage Portfolio Management
Kansas
$487K +$465K +2,752 New
CP
538
Creekside Partners
California
$484K +$844 +5 +0.2%
BOPW
539
Brandywine Oak Private Wealth
Pennsylvania
$481K – – –
GHA
540
Granite Harbor Advisors
Texas
$480K +$458K +2,715 New
PWM
541
Paulson Wealth Management
Illinois
$480K – – –
CB
542
Centennial Bank
Arkansas
$478K -$28.9K -171 -6%
TFO
543
Tarbox Family Office
California
$477K -$8.95K -53 -2%
Fisher Asset Management
544
Fisher Asset Management
Washington
$477K +$81.2K +481 +22%
LCGC
545
Legacy Capital Group California
California
$476K -$3.54K -21 -0.8%
TPCW
546
TD Private Client Wealth
New York
$476K +$21.3K +126 +5%
FFS
547
Founders Financial Securities
Maryland
$473K +$452K +2,677 New
KWM
548
Keebeck Wealth Management
Illinois
$472K – – –
SWM
549
Spire Wealth Management
Virginia
$471K +$61.8K +366 +16%
FWTB
550
First Western Trust Bank
Colorado
$456K – – –
20 21
22
23 24

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.