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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
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$7.67M -$366K -2,458 -5%
TD Asset Management
127
TD Asset Management
Ontario, Canada
$7.38M +$1.22M +8,163 +21%
CP
128
Covenant Partners
Tennessee
$7.22M -$2.34M -15,691 -26%
KAS
129
Kestra Advisory Services
Texas
$7.19M +$373K +2,502 +6%
PGFC
130
Peapack-Gladstone Financial Corp
New Jersey
$7.16M -$34.7K -233 -0.5%
VCM
131
Viewpoint Capital Management
Washington
$7.16M -$30.5K -205 -0.4%
CAM
132
Cresset Asset Management
Illinois
$7.14M +$444K +2,980 +7%
Tudor Investment Corp
133
Tudor Investment Corp
Connecticut
$6.89M +$6.5M +43,650 New
GS
134
GTS Securities
New York
$6.75M -$2.72M -18,276 -30%
CG
135
Corundum Group
Colorado
$6.75M +$262K +1,762 +4%
HWM
136
HB Wealth Management
Georgia
$6.69M +$56.7K +381 +0.9%
AAS
137
Avantax Advisory Services
Texas
$6.45M +$1.88M +12,647 +45%
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$6.26M -$218K -1,467 -4%
HW
139
Hancock Whitney
Mississippi
$6.12M +$530K +3,558 +10%
SA
140
Sanctuary Advisors
Indiana
$6.11M +$705K +4,737 +14%
UAS
141
United Asset Strategies
New York
$6.11M +$1.74M +11,699 +43%
CWA
142
CM Wealth Advisors
Ohio
$6.07M -$122K -819 -2%
ITB
143
Idaho Trust Bank
Idaho
$5.92M +$422K +2,835 +8%
ACB
144
Aristotle Capital Boston
Massachusetts
$5.84M -$101K -678 -2%
Principal Financial Group
145
Principal Financial Group
Iowa
$5.81M -$13.5M -90,362 -71%
OFS
146
Oldfather Financial Services
Nebraska
$5.76M +$255K +1,715 +5%
LA
147
LWM Advisors
California
$5.72M -$56.9K -382 -1%
SF
148
Summit Financial
New Jersey
$5.66M -$734K -4,930 -12%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$5.5M +$313K +2,103 +6%
IFO
150
Independent Family Office
New York
$5.41M -$104K -700 -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.