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iShares Russell 2000 Value ETF
IWN

971 hedge funds and large institutions have $8.92B invested in iShares Russell 2000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 276 increasing their positions, 328 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 51

7% more capital invested

Capital invested by funds: $8.3B → $8.92B (+$622M)

1% more funds holding

Funds holding: 963 → 971 (+8)

1.53% less ownership

Funds ownership: 75.92% → 74.39% (-1.5%)

4% less funds holding in top 10

Funds holding in top 10: 24 → 23 (-1)

16% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 328

67% less call options, than puts

Call options by funds: $26.8M | Put options by funds: $81.3M

Holders
971
Holders Change
+8
Holders Change %
+0.83%
% of All Funds
12.74%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.3%
New
80
Increased
276
Reduced
328
Closed
51
Calls
$26.8M
Puts
$81.3M
Net Calls
-$54.5M
Net Calls Change
-$105M

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$282M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$24M
3
Two Sigma Investments
Two Sigma Investments
New York
+$19.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.7M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$12.6M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$329M
2
Goldman Sachs
Goldman Sachs
New York
-$82.3M
3
Morgan Stanley
Morgan Stanley
New York
-$45.4M
4
WSFS
Wilmington Savings Fund Society
Delaware
-$32.7M
5
VNIM
Vaughan Nelson Investment Management
Texas
-$23.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
951
Breakwater Investment Management
Washington
$5.48K – – –
NWMP
952
Noble Wealth Management PBC
Colorado
$5.3K +$5.07K +30 New
MWM
953
Mascoma Wealth Management
New Hampshire
$4.95K – – –
MWA
954
Medallion Wealth Advisors
Connecticut
$4.77K – – –
GPFA
955
Game Plan Financial Advisors
Ohio
$4.42K – – –
LAMC
956
Longview Asset Management (California)
California
$3.89K +$3.71K +22 New
OP
957
ORG Partners
Indiana
$3.8K – – –
BCPWM
958
Bradley & Co Private Wealth Management
Florida
$3.36K – – –
MEG
959
Millstone Evans Group
Colorado
$2.83K – – –
BC
960
Broadwater Capital
Massachusetts
$2.65K -$397K -2,351 -99%
HFS
961
Hantz Financial Services
Michigan
$2K – – –
CWP
962
Concord Wealth Partners
Virginia
$2K – – –
GTAM
963
Global Trust Asset Management
Florida
$1.95K – – –
AGWCA
964
Annis Gardner Whiting Capital Advisors
Florida
$1.6K +$1.52K +9 New
SIS
965
Sound Income Strategies
Florida
$1.41K -$506 -3 -27%
MCA
966
Maryland Capital Advisors
Maryland
$1.24K -$1.69K -10 -59%
OA
967
Operose Advisors
Wisconsin
$1.24K – – –
PMIM
968
Prudent Man Investment Management
Colorado
$821 – – –
BIA
969
Bell Investment Advisors
California
$708 – – –
KG
970
Kilter Group
New York
$708 – – –
NRG
971
Nemes Rush Group
Michigan
$707 – – –
CFS
972
Compass Financial Services
Iowa
$535 – – –
Calamos Advisors
973
Calamos Advisors
Illinois
– -$17.9M -113,214 Closed
Tudor Investment Corp
974
Tudor Investment Corp
Connecticut
– -$6.89M -43,650 Closed
Twin Tree Management
975
Twin Tree Management
Texas
– -$3.76M -23,825 Closed
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