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iShares Russell 2000 Value ETF
IWN

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
984
Holders Change
-73
Holders Change %
-6.91%
% of All Funds
13.19%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.31%
New
60
Increased
275
Reduced
390
Closed
119
Calls
$68.5M
Puts
$4.45M
Net Calls
+$64M
Net Calls Change
-$1.05M

Top Buyers

Rank Fund Capital Flow
1
VNIM
Vaughan Nelson Investment Management
Texas
+$191M
2
APF
Alaska Permanent Fund
Alaska
+$189M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$57.3M
4
Natixis Advisors
Natixis Advisors
Massachusetts
+$30.9M
5
PLFA
Pacific Life Fund Advisors
California
+$23.4M

Top Sellers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
-$108M
2
B
Bailard
California
-$70.4M
3
Morgan Stanley
Morgan Stanley
New York
-$69M
4
Bank of America
Bank of America
North Carolina
-$62.3M
5
Victory Capital Management
Victory Capital Management
Texas
-$37.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
RI
951
Ridgewood Investments
New Jersey
$5.59K – – –
OWP
952
ORG Wealth Partners
Texas
$5.44K +$5.82K +36 New
FAI
953
Fiduciary Advisors Inc
Missouri
$5.29K – – –
TSMHT
954
Thurston Springer Miller Herd & Titak
Indiana
$5.28K – – –
RF
955
Robinswood Financial
Washington
$5.18K – – –
JGIA
956
Jackson Grant Investment Advisers
Connecticut
$5.05K – – –
BIM
957
Breakwater Investment Management
Washington
$4.68K – – –
NWMP
958
Noble Wealth Management PBC
Colorado
$4.53K -$4.2K -26 -46%
HCP
959
Hexagon Capital Partners
Arkansas
$4.38K – – –
MWM
960
Mascoma Wealth Management
New Hampshire
$4.23K -$7.59K -47 -63%
PP
961
PrairieView Partners
Minnesota
$4K – – –
BC
962
Belmont Capital
California
$3.77K – – –
GPFA
963
Game Plan Financial Advisors
Ohio
$3.77K +$2.42K +15 +150%
FPF
964
First Pacific Financial
Washington
$3.77K +$4.04K +25 New
MWA
965
Medallion Wealth Advisors
Connecticut
$3.62K – – –
OP
966
ORG Partners
Indiana
$3.21K -$5.82K -36 -63%
BCPWM
967
Bradley & Co Private Wealth Management
Florida
$2.87K – – –
MCA
968
Maryland Capital Advisors
Maryland
$2.57K – – –
MSWA
969
Marshall & Sterling Wealth Advisors
New York
$2.42K – – –
MEG
970
Millstone Evans Group
Colorado
$2.42K – – –
BC
971
Broadwater Capital
Massachusetts
$2.27K – – –
NRG
972
Nemes Rush Group
Michigan
$2.11K – – –
HFS
973
Hantz Financial Services
Michigan
$2K -$18.1K -112 -90%
SWC
974
Spectrum Wealth Counsel
Indiana
$1.96K – – –
KIG
975
Kessler Investment Group
Indiana
$1.96K +$2.1K +13 New
37 38
39
40 41

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.