IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

938 hedge funds and large institutions have $8.26B invested in iShares Russell 2000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 293 increasing their positions, 348 reducing their positions, and 64 closing their positions.

Holders
938
Holders Change
-31
Holders Change %
-3.2%
% of All Funds
12.6%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.31%
New
57
Increased
293
Reduced
348
Closed
64
Calls
$21.4M
Puts
$1.51M
Net Calls
+$19.9M
Net Calls Change
-$44.1M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.07B
2
ZBNA
2
Zions Bancorporation, National Association
Utah
$42.5M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$80.2M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$350M
5
Goldman Sachs
5
Goldman Sachs
New York
$192M

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$22.6M
3
US Bancorp
3
US Bancorp
Minnesota
$27.5M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$422M
5
Raymond James Financial
5
Raymond James Financial
Florida
$62.2M
Name Market Value Shares Shares
Change 		Shares
Change %
HT
976
Heritage Trust
Oklahoma
– – -1,617 Closed
CG
977
Cynosure Group
Utah
– – -1,566 Closed
NL
978
NDWM LLC
California
– – -1,561 Closed
SIA
979
Soltis Investment Advisors
Utah
– – -1,537 Closed
EPM
980
Elm Partners Management
Pennsylvania
– – -1,508 Closed
MWA
981
Midland Wealth Advisors
Illinois
– – -1,500 Closed
SRL
982
Scientech Research LLC
New Jersey
– – -1,456 Closed
WWA
983
Wingate Wealth Advisors
Massachusetts
– – -1,453 Closed
WIC
984
Willis Investment Counsel
Georgia
– – -1,400 Closed
CAM
985
Clark Asset Management
New Hampshire
– – -1,371 Closed
WT
986
Washington Trust
Rhode Island
– – -1,220 Closed
PWM
987
Palacios Wealth Management
Florida
– – -1,157 Closed
HH
988
Hilltop Holdings
Texas
– – -1,044 Closed
WAOTB
989
Wealth Advisors of Tampa Bay
Florida
– – -657 Closed
HH
990
HWG Holdings
Texas
– – -515 Closed
TC
991
Trust Company
Kansas
– – -460 Closed
PGAM
992
Princeton Global Asset Management
New Jersey
– – -391 Closed
ABWM
993
Alpine Bank Wealth Management
Colorado
– – -293 Closed
CCM
994
Cloud Capital Management
Washington
– – -257 Closed
HC
995
Hoese & Co
Minnesota
– – -158 Closed
CSC
996
Caldwell Sutter Capital
California
– – -126 Closed
BL
997
BFSG LLC
California
– – -50 Closed
OWP
998
ORG Wealth Partners
Texas
– – -36 Closed
HCP
999
Hexagon Capital Partners
Arkansas
– – -29 Closed
FPF
1000
First Pacific Financial
Washington
– – -25 Closed
37 38 39
40
41