We are live on ! Find out more
IWN icon

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
AWA
576
Arete Wealth Advisors
Illinois
$386K -$122K -817 -25%
Empower Advisory Group
577
Empower Advisory Group
Colorado
$383K -$35K -235 -9%
AFP
578
Ausdal Financial Partners
Iowa
$382K +$361K +2,421 New
MFIM
579
Mesirow Financial Investment Management
Illinois
$382K -$61.6K -414 -15%
CT
580
Colonial Trust
South Carolina
$381K -$91.9K -617 -20%
CIR
581
Clear Investment Research
Georgia
$380K +$3.72K +25 +1%
MWP
582
MYCIO Wealth Partners
Pennsylvania
$379K -$192K -1,292 -35%
SG
583
StoneX Group
New York
$379K +$37.7K +253 +12%
VA
584
Valmark Advisers
Ohio
$378K +$132K +886 +59%
LWP
585
LMG Wealth Partners
Louisiana
$377K
CS
586
Capital Square
Tennessee
$375K -$4.76K -32 -1%
EWA
587
Emergent Wealth Advisors
New York
$375K +$1.64K +11 +0.5%
Russell Investments Group
588
Russell Investments Group
United Kingdom
$367K +$8.94K +60 +3%
SWM
589
Spire Wealth Management
Virginia
$362K -$71.2K -478 -17%
NB
590
Nicolet Bankshares
Wisconsin
$361K +$341K +2,289 New
LFA
591
LGT Financial Advisors
Texas
$360K +$1.64K +11 +0.5%
BFS
592
BridgePort Financial Solutions
Iowa
$360K +$16.4K +110 +5%
CWA
593
CJM Wealth Advisers
Virginia
$359K +$149 +1 +0%
FF
594
Friday Financial
Iowa
$358K -$50.2K -337 -13%
CFA
595
Cahill Financial Advisors
Minnesota
$357K -$42.9K -288 -11%
ANBT
596
American National Bank & Trust
Texas
$357K
HR
597
Howe & Rusling
New York
$356K +$22.3K +150 +7%
VFIC
598
Valley Forge Investment Consultants
Pennsylvania
$355K +$1.49K +10 +0.4%
PPWP
599
Premier Path Wealth Partners
New Jersey
$354K -$109K -732 -25%
SMC
600
Smith, Moore & Co
Missouri
$352K -$23.5K -158 -7%

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.