We are live on ! Find out more
IWN icon

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
AIM
726
Athena Investment Management
California
$234K – – –
BFS
727
Bradley Foster & Sargent
Connecticut
$233K +$223K +1,320 New
KWS
728
Keystone Wealth Services
California
$233K -$16.9K -100 -7%
IFG
729
Independent Financial Group
California
$232K -$13.2K -78 -6%
SI
730
Saxon Interests
Texas
$232K – – –
PS
731
Planned Solutions
California
$230K +$220K +1,302 New
CIA
732
Cladis Investment Advisory
Montana
$230K – – –
CCG
733
Cypress Capital Group
Florida
$229K – – –
CIA
734
Capital Investment Advisors
Georgia
$229K +$219K +1,295 New
IAG
735
Investment Advisory Group
Massachusetts
$229K -$1.35K -8 -0.6%
WHCFA
736
William Howard & Co Financial Advisors
Tennessee
$228K – – –
REMPR
737
Roof Eidam Maycock Peralta (REMP)
California
$227K – – –
SAM
738
S.A. Mason
Michigan
$223K – – –
MFP
739
Meridian Financial Partners
Virginia
$223K +$210K +1,246 New
PIFP
740
Partners in Financial Planning
Virginia
$223K -$1.86K -11 -0.9%
NB
741
NBT Bank
New York
$222K -$16K -95 -7%
CFS
742
Cannon Financial Strategists
Georgia
$220K +$210K +1,242 New
KFP
743
KMG Fiduciary Partners
Ohio
$219K +$209K +1,237 New
AIM
744
Anchor Investment Management
South Carolina
$218K +$338 +2 +0.2%
PAS
745
Professional Advisory Services
Florida
$218K +$208K +1,232 New
WPC
746
Wedmont Private Capital
Pennsylvania
$217K +$206K +1,219 New
DWM
747
Dakota Wealth Management
Florida
$215K +$206K +1,218 New
TFO
748
Timonier Family Office
North Carolina
$213K +$204K +1,207 New
CIA
749
Concurrent Investment Advisors
Florida
$213K -$28.2K -167 -12%
SMH
750
Sanders Morris Harris
Texas
$212K +$203K +1,200 New
28 29
30
31 32

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.