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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
JIC
701
Joel Isaacson & Co
New York
$261K -$3.21K -19 -1%
IFWM
702
Institute for Wealth Management
Colorado
$261K +$249K +1,476 New
SFP
703
Shepherd Financial Partners
Massachusetts
$259K – – –
NG
704
Northstar Group
New York
$257K – – –
RhumbLine Advisers
705
RhumbLine Advisers
Massachusetts
$257K +$53.3K +316 +28%
SIC
706
Sigma Investment Counselors
Michigan
$257K -$21.1K -125 -8%
HIMC
707
Heritage Investors Management Corp
Maryland
$256K +$245K +1,451 New
LOPW
708
Live Oak Private Wealth
North Carolina
$254K – – –
GAM
709
Gotham Asset Management
New York
$253K – – –
LFG
710
Larson Financial Group
Missouri
$253K -$10.3K -61 -4%
CWM
711
ClientFirst Wealth Management
Arkansas
$253K -$84.4K -500 -26%
LWM
712
Lionshead Wealth Management
New York
$253K +$12.8K +76 +6%
MFGP
713
Marshall Financial Group (Pennsylvania)
Pennsylvania
$252K +$506 +3 +0.2%
RBC
714
Romano Brothers & Co
Illinois
$251K – – –
CCG
715
Chatham Capital Group
Georgia
$249K – – –
HPM
716
Hoxton Planning & Management
West Virginia
$249K -$4.39K -26 -2%
1IA
717
1834 Investment Advisors
Wisconsin
$247K -$16.2K -96 -6%
SSWM
718
Smith Salley Wealth Management
North Carolina
$247K – – –
M
719
MATAURO
New York
$247K -$675 -4 -0.3%
BP
720
Ballentine Partners
Massachusetts
$245K +$234K +1,385 New
LNB
721
Ledyard National Bank
$243K – – –
SFS
722
Sharp Financial Services
Pennsylvania
$243K +$232K +1,375 New
CWM
723
CCG Wealth Management
California
$243K +$1.01K +6 +0.4%
MW
724
Members Wealth
Pennsylvania
$239K +$227K +1,345 New
HCM
725
Hollencrest Capital Management
California
$236K – – –
27 28
29
30 31

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.