IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

969 hedge funds and large institutions have $8.4B invested in iShares Russell 2000 Value ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 274 increasing their positions, 386 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
-75
Holders Change %
-7.18%
% of All Funds
13.16%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.3%
New
58
Increased
274
Reduced
386
Closed
116
Calls
$68.5M
Puts
$4.45M
Net Calls
+$64M
Net Calls Change
-$1.05M

Top Buyers

1
VNIM
Vaughan Nelson Investment Management
Texas
+$178M
2
APF
Alaska Permanent Fund
Alaska
+$169M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$53.6M
4
Natixis Advisors
Natixis Advisors
Massachusetts
+$28.9M
5
PLFA
Pacific Life Fund Advisors
California
+$21.9M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$101M
2
B
Bailard
California
-$65.8M
3
Morgan Stanley
Morgan Stanley
New York
-$64.5M
4
Bank of America
Bank of America
North Carolina
-$58.2M
5
Victory Capital Management
Victory Capital Management
Texas
-$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OL
926
one8zero8 LLC
North Carolina
$8.3K – – –
MSFP
927
Mark Sheptoff Financial Planning
Connecticut
$8.15K – – –
RWS
928
Retirement Wealth Solutions
Wisconsin
$7.55K – – –
BL
929
BFSG LLC
California
$7.55K +$7.55K +50 New
ME
930
McIlrath & Eck
Washington
$7.13K – – –
RF
931
Rossby Financial
Florida
$6.94K +$6.94K +48 New
RCM
932
Richardson Capital Management
Wisconsin
$6.79K +$6.79K +45 New
AC
933
AlphaCore Capital
California
$6.79K +$6.79K +45 New
GA
934
GoalVest Advisory
New York
$6.49K -$4.38K -29 -40%
1NWS
935
1 North Wealth Services
Maryland
$6.04K +$6.04K +40 New
TLCM
936
Twin Lakes Capital Management
California
$6.04K +$6.04K +40 New
BWL
937
Bogart Wealth LLC
Virginia
$5.89K – – –
CA
938
CoreCap Advisors
Michigan
$5.8K – – –
RI
939
Ridgewood Investments
New Jersey
$5.59K – – –
OWP
940
ORG Wealth Partners
Texas
$5.44K +$5.44K +36 New
FAI
941
Fiduciary Advisors Inc
Missouri
$5.29K – – –
TSMHT
942
Thurston Springer Miller Herd & Titak
Indiana
$5.28K – – –
JGIA
943
Jackson Grant Investment Advisers
Connecticut
$5.05K – – –
BIM
944
Breakwater Investment Management
Washington
$4.68K – – –
NWMP
945
Noble Wealth Management PBC
Colorado
$4.53K -$3.93K -26 -46%
HCP
946
Hexagon Capital Partners
Arkansas
$4.38K – – –
MWM
947
Mascoma Wealth Management
New Hampshire
$4.23K -$7.1K -47 -63%
PP
948
PrairieView Partners
Minnesota
$4K – – –
BC
949
Belmont Capital
California
$3.78K – – –
GPFA
950
Game Plan Financial Advisors
Ohio
$3.78K +$2.27K +15 +150%
36 37
38
39 40