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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
BF
1001
Blankinship & Foster
California
-$253K -1,677 Closed
HT
1002
Heritage Trust
Oklahoma
-$244K -1,617 Closed
CG
1003
Cynosure Group
Utah
-$236K -1,566 Closed
NL
1004
NDWM LLC
California
-$236K -1,561 Closed
SIA
1005
Soltis Investment Advisors
Utah
-$232K -1,537 Closed
EPM
1006
Elm Partners Management
Pennsylvania
-$228K -1,508 Closed
MWA
1007
Midland Wealth Advisors
Illinois
-$226K -1,500 Closed
SRL
1008
Scientech Research LLC
New Jersey
-$220K -1,456 Closed
WWA
1009
Wingate Wealth Advisors
Massachusetts
-$219K -1,453 Closed
WIC
1010
Willis Investment Counsel
Georgia
-$211K -1,400 Closed
CAM
1011
Clark Asset Management
New Hampshire
-$207K -1,371 Closed
WT
1012
Washington Trust
Rhode Island
-$184K -1,220 Closed
PWM
1013
Palacios Wealth Management
Florida
-$228K -1,157 Closed
HH
1014
Hilltop Holdings
Texas
-$158K -1,044 Closed
WAOTB
1015
Wealth Advisors of Tampa Bay
Florida
-$99.2K -657 Closed
HH
1016
HWG Holdings
Texas
-$77.8K -515 Closed
TC
1017
Trust Company
Kansas
-$69.5K -460 Closed
PGAM
1018
Princeton Global Asset Management
New Jersey
-$59K -391 Closed
ABWM
1019
Alpine Bank Wealth Management
Colorado
-$44.2K -293 Closed
CCM
1020
Cloud Capital Management
Washington
-$38K -257 Closed
HC
1021
Hoese & Co
Minnesota
-$23.9K -158 Closed
CSC
1022
Caldwell Sutter Capital
California
-$19K -126 Closed
BL
1023
BFSG LLC
California
-$7.55K -50 Closed
OWP
1024
ORG Wealth Partners
Texas
-$5.44K -36 Closed
HCP
1025
Hexagon Capital Partners
Arkansas
-$4.38K -29 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.