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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
PS
776
Pinney & Scofield
Massachusetts
$128K
FDCP
777
Foster Dykema Cabot & Partners
Massachusetts
$127K
WP
778
WealthShield Partners
North Carolina
$122K
GWSG
779
GPS Wealth Strategies Group
Colorado
$120K +$6.11K +41 +6%
LI
780
LRI Investments
Florida
$120K
GWM
781
Grand Wealth Management
Michigan
$119K
TIM
782
Thompson Investment Management
Wisconsin
$119K
PPA
783
Painted Porch Advisors
California
$114K
GI
784
GAMMA Investing
California
$114K -$11K -74 -9%
AWM
785
Atticus Wealth Management
Florida
$112K +$447 +3 +0.4%
EB
786
Eastern Bank
Massachusetts
$108K -$47.2K -317 -32%
JFG
787
JDM Financial Group
Texas
$108K
GBT
788
Grove Bank & Trust
Florida
$104K
SWIM
789
Smallwood Wealth Investment Management
New Jersey
$104K
NWM
790
Navigoe Wealth Management
California
$103K
WPA
791
West Paces Advisors
Georgia
$103K
FWA
792
Flagship Wealth Advisors
Massachusetts
$102K +$96.3K +647 New
CFD
793
Creative Financial Designs
Indiana
$100K -$3.72K -25 -4%
HWM
794
Hemington Wealth Management
Virginia
$100K +$28.9K +194 +44%
CAWM
795
Capital A Wealth Management
Pennsylvania
$95.5K +$91.6K +615 New
BLC
796
Brown, Lisle/Cummings
Rhode Island
$95.4K
EWM
797
EPG Wealth Management
Georgia
$95.3K -$95.3K -640 -51%
NL
798
NVWM LLC
Pennsylvania
$94.7K
AWM
799
Angeles Wealth Management
California
$90.7K
TIM
800
Tortoise Investment Management
New York
$90.4K

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.