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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
GWM
201
Geneos Wealth Management
Colorado
$3.03M -$2.96M -19,879 -51%
MCCA
202
Mill Creek Capital Advisors
Pennsylvania
$2.98M
KPWS
203
Kestra Private Wealth Services
Texas
$2.92M -$822K -5,517 -23%
VWA
204
Visionary Wealth Advisors
Illinois
$2.88M -$28.1K -189 -1%
NA
205
NewEdge Advisors
Louisiana
$2.84M -$525K -3,528 -16%
BMWS
206
Brady Martz Wealth Solutions
North Dakota
$2.82M +$5.96K +40 +0.2%
ACM
207
Azarias Capital Management
Pennsylvania
$2.82M +$2.67M +17,897 New
GIA
208
GHP Investment Advisors
Colorado
$2.79M -$73.7K -495 -3%
FCBT
209
First Citizens Bank & Trust
North Carolina
$2.74M -$326K -2,190 -11%
IP
210
Investment Partners
Ohio
$2.73M +$144K +969 +6%
Envestnet Portfolio Solutions
211
Envestnet Portfolio Solutions
Illinois
$2.68M -$515K -3,459 -17%
MT
212
Midwest Trust
Kansas
$2.68M +$2.53M +16,981 New
EWM
213
Empirical Wealth Management
Washington
$2.65M +$84K +564 +3%
CA
214
Clearstead Advisors
Ohio
$2.65M +$255K +1,713 +11%
CW
215
CreativeOne Wealth
Kansas
$2.59M +$397K +2,663 +19%
OIA
216
OneDigital Investment Advisors
Kansas
$2.59M +$79.8K +536 +3%
FF
217
Finley Financial
Nevada
$2.54M -$43.2K -290 -2%
NFC
218
Northeast Financial Consultants
Connecticut
$2.54M +$1.19K +8 +0%
BPA
219
Beacon Pointe Advisors
California
$2.45M +$38.6K +259 +2%
GC
220
Grimes & Company
Massachusetts
$2.44M -$195K -1,309 -8%
Janney Montgomery Scott
221
Janney Montgomery Scott
Pennsylvania
$2.44M -$524K -3,521 -19%
AMG
222
Asset Management Group
Connecticut
$2.43M +$9.08K +61 +0.4%
SCM
223
Sterling Capital Management
North Carolina
$2.43M +$169K +1,133 +8%
WA
224
Wealth Architects
California
$2.38M
BC
225
Broadwater Capital
Massachusetts
$2.37M +$350K +2,351 +15,673%

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.