iShares Russell 2000 Value ETF
1,074 hedge funds and large institutions have $10.4B invested in iShares Russell 2000 Value ETF in 2026 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 300 increasing their positions, 357 reducing their positions, and 46 closing their positions.
247% more call options, than puts
Call options by funds: $29.2M | Put options by funds: $8.41M
128% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 46
17% more funds holding in top 10
Funds holding in top 10: 24 → 28 (+4)
15% more capital invested
Capital invested by funds: $9.05B → $10.4B (+$1.34B)
4% more funds holding
Funds holding: 1,034 → 1,074 (+40)
6.74% less ownership
Funds ownership: 72.4% → 65.66% (-6.7%)
16% less repeat investments, than reductions
Existing positions increased: 300 | Existing positions reduced: 357
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Bailard
Foster City,
California
|
+$87.5M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$39.6M |
| 3 |
M&T Bank
Buffalo,
New York
|
+$37.9M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$27.6M |
| 5 |
LPL Financial
San Diego,
California
|
+$21.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
-$81.3M |
| 2 |
JRP
Jasper Ridge Partners
Menlo Park,
California
|
-$53.4M |
| 3 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$48.5M |
| 4 |
Morgan Stanley
New York
|
-$25.4M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$21.7M |
IWN Hedge Fund Activity: Q2 2026 in Review
1,074 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q2 2026, worth a combined $10.4B — up 15% from $9.05B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new IWN positions and 46 closed out — a net gain of 59 holders — while 300 added to existing stakes and 357 trimmed.
The largest buyer was Bailard, adding an estimated $87.5M. The largest seller was Pacific Life Fund Advisors, exiting entirely with an estimated $81.3M sold.
- 1,074 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q2 2026, up from 1,034 in Q1 2026.
- Funds reported $10.4B of iShares Russell 2000 Value ETF stock for Q2 2026, up 15% quarter-over-quarter.
- 105 funds opened new iShares Russell 2000 Value ETF positions in Q2 2026 and 46 closed out, a net change of +59 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q2 2026 was Bailard, an estimated $87.5M added.
- The largest iShares Russell 2000 Value ETF seller in Q2 2026 was Pacific Life Fund Advisors, an estimated $81.3M sold.
Based on aggregated 13F filings for Q2 2026.