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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
TFO
551
Tarbox Family Office
California
$434K +$7.89K +53 +2%
DC
552
Davenport & Co
Virginia
$434K +$174K +1,167 +74%
CP
553
Creekside Partners
California
$431K +$745 +5 +0.2%
BOPW
554
Brandywine Oak Private Wealth
Pennsylvania
$429K +$405K +2,721 New
LCGC
555
Legacy Capital Group California
California
$429K +$26.1K +175 +7%
PWM
556
Paulson Wealth Management
Illinois
$428K
LFS
557
Lutz Financial Services
Nebraska
$424K +$447 +3 +0.1%
KWM
558
Keebeck Wealth Management
Illinois
$421K -$3.72K -25 -0.9%
DFA
559
DHK Financial Advisors
New Hampshire
$419K -$233K -1,566 -37%
C
560
Croban
Ohio
$412K +$6.25K +42 +2%
AP
561
Appleton Partners
Massachusetts
$409K -$26.1K -175 -6%
FWTB
562
First Western Trust Bank
Colorado
$407K
TPCW
563
TD Private Client Wealth
New York
$404K -$735K -4,939 -66%
PA
564
Procyon Advisors
Connecticut
$400K -$89.9K -604 -19%
HT
565
Headlands Technologies
Illinois
$398K +$326K +2,189 +655%
PS
566
Principal Securities
Iowa
$398K -$31K -208 -8%
SFPG
567
Stonebridge Financial Planning Group
Florida
$397K -$15K -101 -4%
LSWP
568
Liberty Square Wealth Partners
Pennsylvania
$395K
LSA
569
Lion Street Advisors
Texas
$395K
BCM
570
BTC Capital Management
Iowa
$394K
MFA
571
Mayflower Financial Advisors
Massachusetts
$392K
DCM
572
Dimension Capital Management
Florida
$391K -$231K -1,554 -39%
TPI
573
Trust Point Inc
Wisconsin
$390K -$20.7K -139 -5%
PCMC
574
Paragon Capital Management (Colorado)
Colorado
$389K -$26.1K -175 -7%
CSP
575
Cary Street Partners
Virginia
$388K +$3.87K +26 +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.