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
RF
851
Roxbury Financial
New Jersey
$48.6K – – –
UCB
852
United Community Bank
South Carolina
$48.3K – – –
STB
853
S&T Bank
Pennsylvania
$46.1K -$6.92K -41 -14%
CCM
854
Cloud Capital Management
Washington
$45K +$43.9K +260 New
AIP
855
Ameritas Investment Partners
Nebraska
$43.8K -$265K -1,569 -86%
WA
856
WPG Advisers
Maryland
$43.5K -$11.1K -66 -21%
S
857
SignatureFD
Georgia
$41.6K – – –
BFO
858
Biltmore Family Office
North Carolina
$41.2K -$11K -65 -22%
AIC
859
Archer Investment Corporation
Indiana
$40.8K – – –
CAM
860
Close Asset Management
United Kingdom
$40K -$25.3K -150 -40%
MMCM
861
Murphy & Mullick Capital Management
New York
$38.2K – – –
TCM
862
TruNorth Capital Management
Michigan
$38.2K – – –
PK
863
Pflug Koory
Nebraska
$36.2K – – –
CFO
864
CVA Family Office
Colorado
$36.1K – – –
SL
865
Salomon & Ludwin
Virginia
$36.1K -$1.35K -8 -4%
IIL
866
Insight Inv LLC
California
$35.4K -$21.4K -127 -39%
NSG
867
Nalls Sherbakoff Group
Tennessee
$33.7K +$169 +1 +0.5%
OIA
868
Optimum Investment Advisors
Illinois
$33.6K – – –
B
869
Birchbrook
Maine
$33.4K – – –
BOJHT
870
Bank of Jackson Hole Trust
Wyoming
$31.8K – – –
TF
871
Tompkins Financial
New York
$30.9K – – –
CIAS
872
Capital Investment Advisory Services
North Carolina
$30.4K – – –
FCAS
873
First Command Advisory Services
Texas
$29.2K – – –
MA
874
MCF Advisors
Kentucky
$28.8K – – –
BMC
875
Bear Mountain Capital
Washington
$28.2K – – –
33 34
35
36 37

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.