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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
1NWS
926
1 North Wealth Services
Maryland
$6.31K
TLCM
927
Twin Lakes Capital Management
California
$6.31K
SS
928
Sunbelt Securities
Texas
$6.07K -$4.47K -30 -45%
DF
929
Dunhill Financial
United Kingdom
$5.84K +$4.91K +33 +825%
CA
930
CoreCap Advisors
Michigan
$5.84K -$149 -1 -3%
RI
931
Ridgewood Investments
New Jersey
$5.84K
FAI
932
Fiduciary Advisors Inc
Missouri
$5.52K
TSMHT
933
Thurston Springer Miller Herd & Titak
Indiana
$5.52K
RF
934
Robinswood Financial
Washington
$5.43K
JGIA
935
Jackson Grant Investment Advisers
Connecticut
$5.3K +$149 +1 +3%
TPWA
936
Twin Peaks Wealth Advisors
California
$4.98K +$4.47K +30 New
BIM
937
Breakwater Investment Management
Washington
$4.89K
HNW
938
High Note Wealth
Minnesota
$4.73K +$4.47K +30 New
MWM
939
Mascoma Wealth Management
New Hampshire
$4.42K
MWA
940
Medallion Wealth Advisors
Connecticut
$4.35K +$447 +3 +13%
PP
941
PrairieView Partners
Minnesota
$4K
RCM
942
Raleigh Capital Management
North Carolina
$3.97K +$3.72K +25 New
BC
943
Belmont Capital
California
$3.94K
GPFA
944
Game Plan Financial Advisors
Ohio
$3.94K
OP
945
ORG Partners
Indiana
$3.44K
BCPWM
946
Bradley & Co Private Wealth Management
Florida
$3K
MCA
947
Maryland Capital Advisors
Maryland
$2.68K
MSWA
948
Marshall & Sterling Wealth Advisors
New York
$2.52K
MEG
949
Millstone Evans Group
Colorado
$2.52K
FGC
950
Financial Gravity Companies
Texas
$2.52K +$2.38K +16 New

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.