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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
FB
676
Fulton Bank
Pennsylvania
$256K +$2.68K +18 +1%
OLA
677
Oliver Luxxe Assets
New Jersey
$255K -$7.89K -53 -3%
IAG
678
Investmark Advisory Group
Connecticut
$255K +$596 +4 +0.2%
E3F
679
Eight 31 Financial
Texas
$254K
BPC
680
Bearing Point Capital
Minnesota
$249K -$44.7K -300 -16%
SIC
681
Sigma Investment Counselors
Michigan
$249K
TH
682
TCTC Holdings
Texas
$248K
MWM
683
Mission Wealth Management
California
$248K -$7.89K -53 -3%
ACM
684
Advance Capital Management
Michigan
$248K +$8.49K +57 +4%
CPIA
685
Cornell Pochily Investment Advisors
New York
$247K +$32.3K +217 +16%
AF
686
Atala Financial
California
$246K
CA
687
Capital Advantage
California
$246K -$137K -922 -37%
PWPS
688
Pinnacle Wealth Planning Services
Ohio
$245K
ARA
689
Alexander Randolph Advisory
Virginia
$245K
ET
690
Equitable Trust
Tennessee
$244K -$61.1K -410 -21%
EIP
691
Ellis Investment Partners
Pennsylvania
$243K +$893 +6 +0.4%
GJIA
692
Glass Jacobson Investment Advisors
Maryland
$242K -$15.9K -107 -7%
TC
693
TownSquare Capital
Utah
$241K -$685K -4,597 -75%
ADL
694
Asset Dedication LLC
California
$241K -$10.9K -73 -5%
USB
695
Union Savings Bank
Connecticut
$241K
LWANC
696
Laurel Wealth Advisors (North Carolina)
North Carolina
$239K -$5.51K -37 -2%
Two Sigma Investments
697
Two Sigma Investments
New York
$237K -$14.5M -97,600 -98%
AA
698
Aufman Associates
Pennsylvania
$237K +$223K +1,500 New
NWA
699
Navis Wealth Advisors
New York
$237K +$223K +1,500 New
OC
700
Oakworth Capital
Alabama
$236K -$1.94K -13 -0.9%

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.