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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
PK
851
Pflug Koory
Nebraska
$32.3K
CFO
852
CVA Family Office
Colorado
$32.2K
AT
853
Avalon Trust
New Mexico
$31.6K
TFGT
854
TS Financial Group (TSFG)
Illinois
$30K
OIA
855
Optimum Investment Advisors
Illinois
$30K
NSG
856
Nalls Sherbakoff Group
Tennessee
$30K +$149 +1 +0.5%
AAG
857
Armstrong Advisory Group
Massachusetts
$29.8K -$83.5K -561 -75%
B
858
Birchbrook
Maine
$29.8K
BOJHT
859
Bank of Jackson Hole Trust
Wyoming
$28.4K
MS
860
Marshall & Sullivan
Washington
$27.8K +$26.2K +176 New
TF
861
Tompkins Financial
New York
$27.6K
CIAS
862
Capital Investment Advisory Services
North Carolina
$27.1K -$6.55K -44 -20%
FCAS
863
First Command Advisory Services
Texas
$26K +$24.6K +165 New
MA
864
MCF Advisors
Kentucky
$25.7K
BMC
865
Bear Mountain Capital
Washington
$25.6K -$33.7K -226 -59%
BC
866
Barrett & Company
Rhode Island
$25.1K
PCTC
867
Perkins Coie Trust Company
Washington
$24.5K
HDIM
868
Hanson & Doremus Investment Management
Vermont
$24K
SN
869
Sittner & Nelson
Oregon
$23.8K
DIP
870
DT Investment Partners
Pennsylvania
$23.7K
IRC
871
Investors Research Corp
Georgia
$23.7K
MMG
872
Monetary Management Group
Missouri
$23.7K
WPA
873
Wealth Preservation Advisors
Tennessee
$23.7K
TPW
874
Talon Private Wealth
Florida
$23.7K +$22.3K +150 New
HB
875
Horizon Bancorp
Indiana
$23K

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.