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iShares Russell 2000 Value ETF
IWN

1,074 hedge funds and large institutions have $10.4B invested in iShares Russell 2000 Value ETF in 2026 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 300 increasing their positions, 357 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more call options, than puts

Call options by funds: $29.2M | Put options by funds: $8.41M

128% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 46

17% more funds holding in top 10

Funds holding in top 10: 24 → 28 (+4)

15% more capital invested

Capital invested by funds: $9.05B → $10.4B (+$1.34B)

4% more funds holding

Funds holding: 1,034 → 1,074 (+40)

6.74% less ownership

Funds ownership: 72.4% → 65.66% (-6.7%)

16% less repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 357

Holders
1,074
Holders Change
+40
Holders Change %
+3.87%
% of All Funds
12.97%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.34%
New
105
Increased
300
Reduced
357
Closed
46
Calls
$29.2M
Puts
$8.41M
Net Calls
+$20.8M
Net Calls Change
+$16.9M

Top Buyers

Rank Fund Capital Flow
1
B
Bailard
California
+$87.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$39.6M
3
M&T Bank
M&T Bank
New York
+$37.9M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$27.6M
5
LPL Financial
LPL Financial
California
+$21.7M

Top Sellers

Rank Fund Capital Flow
1
PLFA
Pacific Life Fund Advisors
California
-$81.3M
2
JRP
Jasper Ridge Partners
California
-$53.4M
3
VNIM
Vaughan Nelson Investment Management
Texas
-$48.5M
4
Morgan Stanley
Morgan Stanley
New York
-$25.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$21.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
826
Sage Rhino Capital
California
$229K +$217K +1,035 New
IAIM
827
International Assets Investment Management
Florida
$228K – – –
NAS
828
NWF Advisory Services
California
$227K +$215K +1,027 New
HAC
829
Harbor Advisory Corp
New Hampshire
$227K +$214K +1,024 New
UAG
830
United Advisor Group
Ohio
$226K +$214K +1,020 New
SL
831
Sentinus LLC
Illinois
$226K +$214K +1,020 New
NAMNJ
832
NorthStar Asset Management (New Jersey)
New Jersey
$223K +$211K +1,009 New
BPWM
833
BCS Private Wealth Management
New Jersey
$221K +$209K +1,000 New
DA
834
Detalus Advisors
Missouri
$221K +$209K +1,000 New
FHC
835
Forest Hill Capital
Arkansas
$221K +$209K +1,000 New
NWA
836
Navis Wealth Advisors
New York
$221K +$209K +1,000 New
WT
837
Washington Trust
Rhode Island
$221K +$209K +1,000 New
WPC
838
Waters Parkerson & Co
Louisiana
$221K +$209K +1,000 New
Financial Engines Advisors
839
Financial Engines Advisors
California
$220K +$208K +995 New
CAG
840
Csenge Advisory Group
Florida
$218K +$206K +985 New
SIA
841
Soltis Investment Advisors
Utah
$218K +$206K +984 New
IIA
842
IPG Investment Advisors
California
$217K – – –
IFG
843
Independent Financial Group
California
$217K -$83.3K -398 -29%
EI
844
Ellevest Inc
New York
$217K +$297K +1,418 New
RSWA
845
Robinson Smith Wealth Advisors
Maine
$215K +$203K +972 New
RA
846
RFG Advisory
Alabama
$215K +$203K +971 New
CPG
847
Cornerstone Planning Group
New Jersey
$215K +$628 +3 +0.3%
CWM
848
Capstone Wealth Management
Montana
$214K +$201K +960 New
WIM
849
Westside Investment Management
California
$213K – – –
KF
850
K2 Financial
California
$213K -$2.72K -13 -1%
32 33
34
35 36

IWN Hedge Fund Activity: Q2 2026 in Review

1,074 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q2 2026, worth a combined $10.4B — up 15% from $9.05B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new IWN positions and 46 closed out — a net gain of 59 holders — while 300 added to existing stakes and 357 trimmed.

The largest buyer was Bailard, adding an estimated $87.5M. The largest seller was Pacific Life Fund Advisors, exiting entirely with an estimated $81.3M sold.

  • 1,074 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q2 2026, up from 1,034 in Q1 2026.
  • Funds reported $10.4B of iShares Russell 2000 Value ETF stock for Q2 2026, up 15% quarter-over-quarter.
  • 105 funds opened new iShares Russell 2000 Value ETF positions in Q2 2026 and 46 closed out, a net change of +59 holders.
  • The largest iShares Russell 2000 Value ETF buyer in Q2 2026 was Bailard, an estimated $87.5M added.
  • The largest iShares Russell 2000 Value ETF seller in Q2 2026 was Pacific Life Fund Advisors, an estimated $81.3M sold.

Based on aggregated 13F filings for Q2 2026.