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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
AWM
876
Abound Wealth Management
Tennessee
$22.8K
PC
877
Promus Capital
Illinois
$21.9K
GEA
878
Glen Eagle Advisors
New Jersey
$21.6K -$10.9K -73 -35%
PP
879
Pacifica Partners
Canada
$21.6K
MSG
880
Main Street Group
Virginia
$20.7K -$149 -1 -0.8%
AIA
881
Armor Investment Advisors
North Carolina
$20.5K
GM
882
GeoWealth Management
Illinois
$18.8K -$69.4K -466 -80%
FDW
883
Fourth Dimension Wealth
Ohio
$17.8K
PW
884
Pandora Wealth
Illinois
$16.9K
RFS
885
Richardson Financial Services
Massachusetts
$16.9K
RMC
886
Resources Management Corp
Connecticut
$16K
CBT
887
Crews Bank & Trust
Florida
$15.8K
HWM
888
Horizons Wealth Management
North Carolina
$15.8K
PSFG
889
Park Square Financial Group
Georgia
$15.8K
CMA
890
Cedar Mountain Advisors
Oregon
$15.3K -$15K -101 -51%
GWP
891
Gen-Wealth Partners
Michigan
$14.4K +$13.6K +91 New
CPA
892
Compass Planning Associates
Massachusetts
$14.1K
BCMLT
893
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.5K +$149 +1 +1%
KPP
894
Kings Path Partners
Texas
$13.4K
WOSD
895
WFA of San Diego
California
$13.4K +$12.7K +85 New
WWM
896
Wolff Wiese Magana
California
$13.3K
WTFG
897
Wood Tarver Financial Group
Idaho
$13K
PWA
898
Provenance Wealth Advisors
Florida
$12.8K -$11.9K -80 -50%
DWM
899
Darwin Wealth Management
Florida
$12.4K -$2.53K -17 -18%
MFA
900
Morling Financial Advisors
California
$12.3K

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.