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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
MOS
601
MGO One Seven
Ohio
$376K +$80.5K +477 +29%
TCM
602
Tassel Capital Management
North Carolina
$376K +$1.69K +10 +0.5%
TI
603
Truepoint Inc
Ohio
$376K -$2.36K -14 -0.7%
DT
604
Diversified Trust
Tennessee
$375K +$15.5K +92 +5%
HI
605
Horizon Investments
North Carolina
$374K +$357K +2,117 New
IAA
606
Independent Advisor Alliance
North Carolina
$374K -$145K -858 -29%
HR
607
Howe & Rusling
New York
$373K -$25.3K -150 -7%
AWM
608
Apollon Wealth Management
South Carolina
$372K +$5.4K +32 +2%
PP
609
Patten & Patten
Tennessee
$372K -$4.22K -25 -1%
CCG
610
Coastwise Capital Group
California
$370K +$1.52K +9 +0.4%
GAG
611
GM Advisory Group
New York
$370K +$13K +77 +4%
BIG
612
Builder Investment Group
Georgia
$369K +$27.3K +162 +8%
AFO
613
Aurelius Family Office
New Hampshire
$367K +$169 +1 +0%
CAC
614
Certified Advisory Corp
Florida
$367K – – –
National Bank of Canada
615
National Bank of Canada
Quebec, Canada
$367K -$1.69K -10 -0.5%
SA
616
Skyline Advisors
Washington
$358K +$1.52K +9 +0.4%
ONB
617
Old National Bancorp
Indiana
$358K +$169 +1 +0%
WDL
618
Well Done LLC
Michigan
$358K – – –
JWCA
619
J.W. Cole Advisors
Florida
$357K +$21.3K +126 +7%
AIM
620
Allen Investment Management
New York
$357K – – –
CAG
621
Crestwood Advisors Group
Massachusetts
$356K – – –
MG
622
Mather Group
Illinois
$356K – – –
CNBOF
623
City National Bank of Florida
Florida
$354K – – –
RCM
624
Regency Capital Management
Hawaii
$354K – – –
SW
625
Simplicity Wealth
New Jersey
$354K – – –
23 24
25
26 27

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.