IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

941 hedge funds and large institutions have $8.28B invested in iShares Russell 2000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 294 increasing their positions, 349 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
-28
Holders Change %
-2.89%
% of All Funds
12.62%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.31%
New
58
Increased
294
Reduced
349
Closed
64
Calls
$53.2M
Puts
$3.09M
Net Calls
+$50.1M
Net Calls Change
-$13.9M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.07B
2
ZBNA
Zions Bancorporation, National Association
Utah
$42.5M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$80.2M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$350M
5
Goldman Sachs
Goldman Sachs
New York
$192M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$22.6M
3
US Bancorp
US Bancorp
Minnesota
$27.5M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$422M
5
Raymond James Financial
Raymond James Financial
Florida
$62.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
201
Kestra Private Wealth Services
Texas
$2.92M -$870K -5,517 -23%
VWA
202
Visionary Wealth Advisors
Illinois
$2.88M -$29.8K -189 -1%
NA
203
NewEdge Advisors
Louisiana
$2.84M -$557K -3,528 -16%
BMWS
204
Brady Martz Wealth Solutions
North Dakota
$2.82M +$6.31K +40 +0.2%
ACM
205
Azarias Capital Management
Pennsylvania
$2.82M +$2.82M +17,897 New
GIA
206
GHP Investment Advisors
Colorado
$2.79M -$78.1K -495 -3%
FCBT
207
First Citizens Bank & Trust
North Carolina
$2.74M -$345K -2,190 -11%
IP
208
Investment Partners
Ohio
$2.73M +$153K +969 +6%
Envestnet Portfolio Solutions
209
Envestnet Portfolio Solutions
Illinois
$2.68M -$546K -3,459 -17%
MT
210
Midwest Trust
Kansas
$2.68M +$2.68M +16,981 New
EWM
211
Empirical Wealth Management
Washington
$2.65M +$89K +564 +3%
CA
212
Clearstead Advisors
Ohio
$2.65M +$270K +1,713 +11%
CW
213
CreativeOne Wealth
Kansas
$2.59M +$420K +2,663 +19%
OIA
214
OneDigital Investment Advisors
Kansas
$2.59M +$84.6K +536 +3%
FF
215
Finley Financial
Nevada
$2.54M -$45.8K -290 -2%
NFC
216
Northeast Financial Consultants
Connecticut
$2.54M +$1.26K +8 +0%
BPA
217
Beacon Pointe Advisors
California
$2.45M +$40.9K +259 +2%
GC
218
Grimes & Company
Massachusetts
$2.44M -$207K -1,309 -8%
Janney Montgomery Scott
219
Janney Montgomery Scott
Pennsylvania
$2.44M -$555K -3,521 -19%
AMG
220
Asset Management Group
Connecticut
$2.43M +$9.62K +61 +0.4%
SCM
221
Sterling Capital Management
North Carolina
$2.43M +$179K +1,133 +8%
WA
222
Wealth Architects
California
$2.38M – – –
WAM
223
Weinberger Asset Management
California
$2.32M -$208K -1,320 -8%
BCWM
224
Bartlett & Co Wealth Management
Ohio
$2.25M -$22.9K -145 -1%
HNB
225
Huntington National Bank
Ohio
$2.24M -$2.16M – –
7 8
9
10 11