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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
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$10.1M -$421K -2,826 -4%
SCG
102
Sonata Capital Group
Washington
$9.9M -$251K -1,686 -3%
LFWA
103
LBJ Family Wealth Advisors
Texas
$9.87M +$27.5K +185 +0.3%
EWA
104
EP Wealth Advisors
California
$9.86M -$1.34M -9,005 -13%
HIA
105
Harbor Investment Advisory
Maryland
$9.72M -$28.3K -190 -0.3%
CWM
106
Congress Wealth Management
Massachusetts
$9.61M +$3.22M +21,648 +55%
FWM
107
FSA Wealth Management
Massachusetts
$9.57M +$185K +1,243 +2%
Stifel Financial
108
Stifel Financial
Missouri
$9.52M +$646K +4,337 +8%
GIM
109
Glenmede Investment Management
Pennsylvania
$9.48M +$8.95M +60,076 New
RFA
110
RTD Financial Advisors
Pennsylvania
$9.13M -$145K -972 -2%
KeyBank National Association
111
KeyBank National Association
Ohio
$9.12M -$146K -982 -2%
Franklin Resources
112
Franklin Resources
California
$9.03M -$540K -3,623 -6%
William Blair & Company
113
William Blair & Company
Illinois
$8.83M +$393K +2,642 +5%
Prudential Financial
114
Prudential Financial
New Jersey
$8.81M +$655K +4,400 +9%
TRCT
115
Tower Research Capital (TRC)
New York
$8.66M -$1.97M -13,204 -19%
TWC
116
TD Waterhouse Canada
Ontario, Canada
$8.62M +$1.11M +7,438 +16%
FHA
117
First Horizon Advisors
Tennessee
$8.59M -$529K -3,554 -6%
FPAS
118
Focus Partners Advisor Solutions
Missouri
$8.52M -$161K -1,078 -2%
SI
119
Stephens Inc
Arkansas
$8.39M +$193K +1,294 +2%
IC
120
IEQ Capital
California
$8.36M -$313K -2,100 -4%
PLU
121
Performa Ltd (US)
South Carolina
$8.28M +$890K +5,975 +13%
MWM
122
Marion Wealth Management
Pennsylvania
$8.15M +$316K +2,124 +4%
OCM
123
One Capital Management
California
$7.96M +$604K +4,056 +9%
Barclays
124
Barclays
United Kingdom
$7.88M -$8.62M -57,883 -54%
HSBC Holdings
125
HSBC Holdings
United Kingdom
$7.85M -$645K -4,330 -8%

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.