iShares Russell 2000 Value ETF
984 hedge funds and large institutions have $8.41B invested in iShares Russell 2000 Value ETF in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 275 increasing their positions, 390 reducing their positions, and 119 closing their positions.
1,437% more call options, than puts
Call options by funds: $68.5M | Put options by funds: $4.45M
4.89% more ownership
Funds ownership: 72.07% → 76.95% (+4.9%)
7% less funds holding
Funds holding: 1,057 → 984 (-73)
8% less capital invested
Capital invested by funds: $9.16B → $8.41B (-$747M)
12% less funds holding in top 10
Funds holding in top 10: 26 → 23 (-3)
29% less repeat investments, than reductions
Existing positions increased: 275 | Existing positions reduced: 390
50% less first-time investments, than exits
New positions opened: 60 | Existing positions closed: 119
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$191M |
| 2 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
+$189M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$57.3M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
+$30.9M |
| 5 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
+$23.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$108M |
| 2 |
B
Bailard
Foster City,
California
|
-$70.4M |
| 3 |
Morgan Stanley
New York
|
-$69M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$62.3M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$37.7M |
IWN Hedge Fund Activity: Q1 2025 in Review
984 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q1 2025, worth a combined $8.41B — down 8.2% from $9.16B a quarter earlier.
Sellers outnumbered buyers: 119 funds closed out of IWN and 60 opened new positions — a net loss of 59 holders — while 390 trimmed existing stakes and 275 added.
The largest buyer was Vaughan Nelson Investment Management, adding an estimated $191M. The largest seller was Jones Financial Companies, cutting an estimated $108M.
- 984 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q1 2025, down from 1,057 in Q4 2024.
- Funds reported $8.41B of iShares Russell 2000 Value ETF stock for Q1 2025, down 8.2% quarter-over-quarter.
- 60 funds opened new iShares Russell 2000 Value ETF positions in Q1 2025 and 119 closed out, a net change of -59 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q1 2025 was Vaughan Nelson Investment Management, an estimated $191M added.
- The largest iShares Russell 2000 Value ETF seller in Q1 2025 was Jones Financial Companies, an estimated $108M sold.
Based on aggregated 13F filings for Q1 2025.