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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
LNB
726
Ledyard National Bank
$217K
CIA
727
Concurrent Investment Advisors
Florida
$217K -$57K -383 -22%
CWM
728
CCG Wealth Management
California
$216K
SL
729
Sentinus LLC
Illinois
$216K -$1.34K -9 -0.7%
LWM
730
Lionshead Wealth Management
New York
$214K -$12.2K -82 -6%
NB
731
NBT Bank
New York
$213K
HCM
732
Hollencrest Capital Management
California
$211K
IWM
733
IHT Wealth Management
Illinois
$210K -$3.57K -24 -2%
AIM
734
Athena Investment Management
California
$209K
QCM
735
Quantinno Capital Management
New York
$207K -$42.9K -288 -18%
FLPIM
736
F.L. Putnam Investment Management
Massachusetts
$207K -$132K -888 -40%
IAG
737
Investment Advisory Group
Massachusetts
$206K +$194K +1,303 New
CIA
738
Cladis Investment Advisory
Montana
$205K +$194K +1,300 New
DWM
739
Destination Wealth Management
California
$205K +$193K +1,298 New
CCG
740
Cypress Capital Group
Florida
$204K +$193K +1,296 New
WHCFA
741
William Howard & Co Financial Advisors
Tennessee
$203K +$192K +1,289 New
REMPR
742
Roof Eidam Maycock Peralta (REMP)
California
$202K +$191K +1,283 New
AWM
743
Accel Wealth Management
Iowa
$202K +$191K +1,281 New
SI
744
Saxon Interests
Texas
$201K
BCI
745
Brinker Capital Investments
Pennsylvania
$200K +$189K +1,271 New
PIFP
746
Partners in Financial Planning
Virginia
$200K +$189K +1,270 New
SAM
747
S.A. Mason
Michigan
$199K
AIM
748
Anchor Investment Management
South Carolina
$195K
CW
749
Curio Wealth
Maryland
$189K +$178K +1,193 +59,650%
CF
750
Centaurus Financial
California
$184K +$3.28K +22 +2%

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.