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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
WTC
51
WhitTier Trust Company
Nevada
$26.9M -$1.04M -6,960 -4%
Mariner
52
Mariner
Kansas
$25.7M -$1.33M -8,916 -5%
WF
53
WoodTrust Financial
Wisconsin
$25.3M -$339K -2,279 -1%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$24.3M -$348K -2,337 -1%
CC
55
Courier Capital
New York
$23.5M +$253K +1,702 +1%
Truist Financial
56
Truist Financial
North Carolina
$23.5M -$4.96M -33,334 -18%
JIC
57
Johnson Investment Counsel
Ohio
$22.8M -$176K -1,180 -0.8%
Wellington Management Group
58
Wellington Management Group
Massachusetts
$22.6M -$55M -369,232 -72%
MWM
59
Modera Wealth Management
New Jersey
$21.9M -$839K -5,635 -4%
Janus Henderson Group
60
Janus Henderson Group
United Kingdom
$21.4M -$320K -2,150 -2%
Corient Private Wealth
61
Corient Private Wealth
Florida
$21.1M -$10.4M -70,103 -34%
Kayne Anderson Rudnick Investment Management
62
Kayne Anderson Rudnick Investment Management
California
$21M -$7.16M -48,106 -27%
Citadel Advisors
63
Citadel Advisors
Florida
$20.9M -$6.19M -41,566 -24%
LI
64
Leeward Investments
Massachusetts
$20.8M -$682K -4,579 -3%
Comerica Bank
65
Comerica Bank
Texas
$20.4M +$473K +3,176 +3%
HighTower Advisors
66
HighTower Advisors
Illinois
$20.4M -$261K -1,755 -1%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$20.4M +$6.77M +45,488 +54%
PFA
68
Pure Financial Advisors
California
$20.4M +$5.28M +35,474 +38%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$19.5M +$629K +4,226 +4%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$18.6M +$5.61M +37,701 +47%
PIA
71
Powell Investment Advisors
Florida
$18.2M +$2.65M +17,829 +18%
Calamos Advisors
72
Calamos Advisors
Illinois
$17.9M
Cerity Partners
73
Cerity Partners
New York
$17.2M +$223K +1,497 +1%
ZF
74
Zhang Financial
Michigan
$16.6M +$261K +1,755 +2%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$16.3M -$8.65M -58,077 -36%

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.