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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
RBC
826
Roble Belko & Company
Pennsylvania
$54K
BA
827
Ballast Advisors
Minnesota
$53.3K
BSB
828
Bangor Savings Bank
Maine
$53.2K
IIL
829
Insight Inv LLC
California
$51.6K -$29.8K -200 -38%
MAM
830
Marquette Asset Management
Minnesota
$51.1K
WA
831
WPG Advisers
Maryland
$49.2K -$1.94K -13 -4%
PB
832
Pinnacle Bancorp
Nebraska
$49.2K
HBW
833
Hazlett, Burt & Watson
West Virginia
$49K
GSWM
834
Golden State Wealth Management
California
$48.6K
STB
835
S&T Bank
Pennsylvania
$47.6K -$4.91K -33 -10%
CWM
836
Centricity Wealth Management
Ohio
$47.3K
FFWM
837
Future Financial Wealth Management
Ohio
$47.3K
BFO
838
Biltmore Family Office
North Carolina
$47K
RPA
839
Redwood Park Advisors
California
$44.2K
FMTCOCP
840
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$44K
RF
841
Roxbury Financial
New Jersey
$43.3K
UCB
842
United Community Bank
South Carolina
$43.1K
S
843
SignatureFD
Georgia
$37.1K
BA
844
Bellwether Advisors
Nebraska
$36.8K +$34.7K +233 New
AIC
845
Archer Investment Corporation
Indiana
$36.4K
MMCM
846
Murphy & Mullick Capital Management
New York
$34.6K
SL
847
Salomon & Ludwin
Virginia
$34.2K -$745 -5 -2%
TCM
848
TruNorth Capital Management
Michigan
$34.1K
AG
849
AmeriFlex Group
Nevada
$33.6K -$2.83K -19 -8%
DFA
850
DHJJ Financial Advisors
Illinois
$33.3K

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.