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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
APP
151
Avantax Planning Partners
Iowa
$5.27M -$64.9K -436 -1%
BF
152
Brooklyn FI
New York
$5.26M +$356K +2,392 +8%
VVP
153
Venture Visionary Partners
Ohio
$5.24M -$18.9K -127 -0.4%
DSA
154
Droms Strauss Advisors
Missouri
$5.14M +$691K +4,642 +17%
Boston Partners
155
Boston Partners
Massachusetts
$5.09M +$191K +1,281 +4%
MAM
156
McLean Asset Management
Virginia
$4.94M +$298K +1,998 +7%
XF
157
XML Financial
Maryland
$4.93M +$223K +1,500 +5%
WB
158
WesBanco Bank
West Virginia
$4.93M -$127K -853 -3%
BCM
159
Brookstone Capital Management
Illinois
$4.9M -$417K -2,802 -8%
TAM
160
Titleist Asset Management
Texas
$4.9M +$422K +2,833 +10%
HCA
161
Harbor Capital Advisors
Illinois
$4.83M -$2.56M -17,223 -36%
FSWA
162
Financial Synergies Wealth Advisors
Texas
$4.78M +$16.8K +113 +0.4%
SWM
163
Sentinel Wealth Management
Virginia
$4.72M +$4.45M +29,888 New
SBH
164
Segall Bryant & Hamill
Illinois
$4.71M +$161K +1,081 +4%
MML Investors Services
165
MML Investors Services
Massachusetts
$4.7M -$465K -3,122 -9%
HI
166
Harbour Investments
Wisconsin
$4.61M +$34.5K +232 +0.8%
MKW
167
Mullaney, Keating & Wright
Connecticut
$4.59M +$79.4K +533 +2%
EARNEST Partners
168
EARNEST Partners
Georgia
$4.52M -$662K -4,444 -13%
Fuller & Thaler Asset Management
169
Fuller & Thaler Asset Management
California
$4.49M -$2.09M -14,018 -33%
IIC
170
Integrated Investment Consultants
Michigan
$4.47M +$1.21M +8,137 +40%
I
171
InvesTrust
Oklahoma
$4.43M +$8.19K +55 +0.2%
FWMM
172
Foundation Wealth Management (Missouri)
Missouri
$4.33M +$774K +5,199 +23%
OFG
173
Oxford Financial Group
Indiana
$4.29M -$59.9K -402 -1%
Lido Advisors
174
Lido Advisors
California
$4.24M +$1.9M +12,780 +91%
SCP
175
Stevens Capital Partners
Nebraska
$4.05M +$187K +1,257 +5%

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.