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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
TAM
176
Tocqueville Asset Management
New York
$4.04M
SW
177
SVB Wealth
Massachusetts
$4.03M +$3.8M +25,535 New
NFW
178
Noble Family Wealth
Florida
$4.03M -$134K -902 -3%
RWP
179
RWA Wealth Partners
Massachusetts
$4M -$8.34K -56 -0.2%
BGIM
180
Brandywine Global Investment Management
Pennsylvania
$3.96M +$3.73M +25,080 New
WIC
181
Whitegate Investment Counselors
New Hampshire
$3.88M -$316K -2,119 -8%
BF
182
BOK Financial
Oklahoma
$3.88M -$65.5K -440 -2%
Twin Tree Management
183
Twin Tree Management
Texas
$3.76M -$3.89M -26,134 -52%
PAG
184
Private Advisor Group
New Jersey
$3.75M +$75.6K +508 +2%
Cambridge Investment Research Advisors
185
Cambridge Investment Research Advisors
Iowa
$3.73M -$350K -2,349 -9%
IFA
186
Interactive Financial Advisors
Illinois
$3.73M -$32.2K -216 -0.9%
PFBT
187
Parkside Financial Bank & Trust
Missouri
$3.71M -$75.1K -504 -2%
CHC
188
City Holding Co
West Virginia
$3.66M -$5.21K -35 -0.2%
FWMP
189
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.64M
SC
190
Sierra Capital
Florida
$3.55M -$385K -2,588 -10%
BFS
191
Bare Financial Services
Pennsylvania
$3.5M -$300K -2,013 -8%
BCIM
192
Bishop & Co Investment Management
Pennsylvania
$3.43M +$237K +1,590 +8%
AI
193
Ariel Investments
Illinois
$3.39M -$2.85M -19,150 -47%
EH
194
Equitable Holdings
New York
$3.37M -$192K -1,291 -6%
NWM
195
Northwest Wealth Management
Iowa
$3.26M -$4.02K -27 -0.1%
AB
196
Atlas Brown
Kentucky
$3.26M +$1.34K +9 +0%
BIM
197
Bridges Investment Management
Nebraska
$3.25M
TFA
198
Tobias Financial Advisors
Florida
$3.21M +$263K +1,763 +9%
TYCC
199
Texas Yale Capital Corp
Florida
$3.14M -$22.3K -150 -0.7%
PP
200
Prosperity Planning
Missouri
$3.13M +$31.1K +209 +1%

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.