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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
TBWA
651
Three Bridge Wealth Advisors
California
$287K
Financial Engines Advisors
652
Financial Engines Advisors
California
$287K -$133K -895 -33%
AIP
653
Ameritas Investment Partners
Nebraska
$286K +$99K +665 +58%
PAM
654
Peak Asset Management
Colorado
$285K
MAM
655
Marotta Asset Management
Virginia
$283K -$37.1K -249 -12%
AF
656
Advisornet Financial
Minnesota
$282K +$1.34K +9 +0.5%
NAS
657
Nicolet Advisory Services
Wisconsin
$281K
GL
658
Graypoint LLC
New York
$280K
FNT
659
First Nebraska Trust
Nebraska
$280K -$5.21K -35 -2%
MAA
660
Matrix Asset Advisors
New York
$278K
MFT
661
Moisand Fitzgerald Tamayo
Florida
$277K
LT
662
Legacy Trust
Michigan
$277K -$284K -1,909 -52%
CHJWM
663
Carlton Hofferkamp & Jenks Wealth Management
Texas
$277K +$2.53K +17 +1%
BWA
664
Bordeaux Wealth Advisors
California
$276K
CBA
665
Coastal Bridge Advisors
Connecticut
$273K +$258K +1,731 New
USCWA
666
U.S. Capital Wealth Advisors
Texas
$272K
NEPWA
667
New England Private Wealth Advisors
Massachusetts
$270K +$596 +4 +0.2%
RIS
668
Retirement Income Solutions
Michigan
$270K -$9.38K -63 -4%
SC
669
Sapient Capital
Indiana
$264K +$5.21K +35 +2%
VP
670
Verum Partners
North Carolina
$264K +$1.04K +7 +0.4%
DPW
671
DiNuzzo Private Wealth
Pennsylvania
$263K
LA
672
LexAurum Advisors
Kansas
$263K +$13.8K +93 +6%
MFS
673
McNamara Financial Services
Massachusetts
$261K
MOS
674
MGO One Seven
Ohio
$260K -$38.3K -257 -13%
WMA
675
West Michigan Advisors
Michigan
$257K -$2.83K -19 -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.