We are live on ! Find out more
IWN icon

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
CAM
976
Cobblestone Asset Management
Virginia
-$2.51M -16,595 Closed
CFG
977
Clayton Financial Group
Missouri
-$1.91M -12,665 Closed
VF
978
Vawter Financial
Ohio
-$1.71M -11,333 Closed
RFWA
979
RPg Family Wealth Advisory
Massachusetts
-$1.46M -9,671 Closed
Walleye Trading
980
Walleye Trading
New York
-$1.32M -8,838 Closed
TFF
981
The Family Firm
Maryland
-$1.33M -8,806 Closed
UF
982
Univest Financial
Pennsylvania
-$1.23M -8,148 Closed
Marshall Wace
983
Marshall Wace
United Kingdom
-$1.16M -7,673 Closed
FP
984
Factorial Partners
New York
-$1.12M -7,400 Closed
WCF
985
West Coast Financial
California
-$1.1M -7,272 Closed
EWA
986
EverSource Wealth Advisors
Alabama
-$994K -6,585 Closed
YIH
987
Y-Intercept (HK)
Hong Kong
-$873K -5,785 Closed
GSC
988
Ground Swell Capital
South Carolina
-$688K -4,560 Closed
ECM
989
Eisler Capital Management
United Kingdom
-$686K -4,548 Closed
Bank of Nova Scotia
990
Bank of Nova Scotia
Ontario, Canada
-$604K -4,000 Closed
SAM
991
Strive Asset Management
Ohio
-$554K -3,670 Closed
RWIA
992
Roger Wittlin Investment Advisory
California
-$529K -3,504 Closed
FA
993
Fiduciary Alliance
South Carolina
-$456K -3,017 Closed
SC
994
SummitTX Capital
Texas
-$423K -2,800 Closed
TSWM
995
Tyler-Stone Wealth Management
Ohio
-$357K -2,362 Closed
RLIM
996
Red Lighthouse Investment Management
New York
-$319K -2,008 Closed
CCM
997
Coldstream Capital Management
Washington
-$301K -1,996 Closed
CCM
998
Cullen Capital Management
New York
-$283K -1,873 Closed
LSPW
999
Lake Street Private Wealth
Illinois
-$276K -1,828 Closed
AFM
1000
Armstrong Fleming & Moore
District of Columbia
-$275K -1,823 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.