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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
Citigroup
76
Citigroup
New York
$16.2M -$19.2M -129,232 -56%
AQR Capital Management
77
AQR Capital Management
Connecticut
$15.7M +$31.4K +211 +0.2%
FTUS
78
Flow Traders U.S.
New York
$15.4M +$6.56M +44,047 +82%
EF
79
Elite Financial
Idaho
$15.3M -$590K -3,962 -4%
FT
80
Fiduciary Trust
Massachusetts
$14.9M -$1.65M -11,097 -11%
AllianceBernstein
81
AllianceBernstein
Tennessee
$14.3M +$129K +864 +1%
SAM
82
Silvercrest Asset Management
New York
$14.2M +$2.89M +19,421 +27%
SF
83
Synovus Financial
Georgia
$13.9M -$103K -691 -0.8%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$13.8M +$288K +1,936 +2%
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$13.6M -$606K -4,070 -5%
SC
86
Savant Capital
Illinois
$13.5M -$532K -3,571 -4%
AL
87
Aspiriant LLC
California
$13.4M -$134K -901 -1%
Creative Planning
88
Creative Planning
Kansas
$13.2M +$1.26M +8,454 +11%
MGIA
89
Moneta Group Investment Advisors
Missouri
$12.8M -$1.67M -11,191 -12%
WA
90
Waverly Advisors
Alabama
$12.8M -$1.01M -6,794 -8%
Osaic Holdings
91
Osaic Holdings
Arizona
$12.8M +$1.49M +10,024 +14%
TSW
92
Thompson Siegel & Walmsley
Virginia
$12.4M -$1.15M -7,741 -9%
RA
93
Royce & Associates
New York
$12.3M +$368K +2,469 +3%
SCM
94
Shapiro Capital Management
Georgia
$11.8M -$3.1M -20,790 -22%
WANY
95
Wealthspire Advisors (New York)
New York
$11.8M -$228K -1,529 -2%
CM
96
Churchill Management
California
$11.8M -$61.2K -411 -0.5%
HWA
97
Hillcrest Wealth Advisors
New Jersey
$11.6M -$212K -1,425 -2%
Kovitz Investment Group Partners
98
Kovitz Investment Group Partners
Illinois
$10.9M +$718K +4,819 +7%
AF
99
Allworth Financial
California
$10.6M -$267K -1,792 -3%
B
100
Bailard
California
$10.5M -$21.9K -147 -0.2%

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.