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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
KIG
951
Kessler Investment Group
Indiana
$2.05K
HFS
952
Hantz Financial Services
Michigan
$2K
CWP
953
Concord Wealth Partners
Virginia
$1.78K +$893 +6 +120%
GTAM
954
Global Trust Asset Management
Florida
$1.74K
SIS
955
Sound Income Strategies
Florida
$1.73K -$29.6K -199 -95%
PWM
956
Provident Wealth Management
Tennessee
$1.58K -$149 -1 -9%
OA
957
Operose Advisors
Wisconsin
$1.1K
PMIM
958
Prudent Man Investment Management
Colorado
$821
BIA
959
Bell Investment Advisors
California
$632
KG
960
Kilter Group
New York
$632 +$596 +4 New
NRG
961
Nemes Rush Group
Michigan
$631 -$1.49K -10 -71%
T
962
Transce3nd
Texas
$631
CTA
963
Colonial Trust Advisors
South Carolina
$528 +$447 +3 New
CFS
964
Compass Financial Services
Iowa
$475 +$447 +3 New
APF
965
Alaska Permanent Fund
Alaska
-$348M -2,402,269 Closed
BBVA
966
Banco Bilbao Vizcaya Argentaria
Spain
-$18.8M -125,000 Closed
QC
967
Quadrature Capital
United Kingdom
-$18.5M -122,531 Closed
Jane Street
968
Jane Street
New York
-$9.48M -63,652 Closed
CWC
969
Carolinas Wealth Consulting
North Carolina
-$8.3M -54,960 Closed
GJL
970
Gendell Jeffrey L
-$6.56M -43,438 Closed
SMH
971
Sanders Morris Harris
Texas
-$4.79M -31,702 Closed
HBCM
972
Heron Bay Capital Management
Michigan
-$4.73M -31,350 Closed
OMC
973
Old Mission Capital
Illinois
-$4.28M -28,355 Closed
FCI
974
Financial Counselors Inc
Kansas
-$3.2M -21,209 Closed
RP
975
Reinhart Partners
Wisconsin
-$3.15M -20,838 Closed

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.