iShares Russell 2000 Value ETF
1,045 hedge funds and large institutions have $9.11B invested in iShares Russell 2000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 322 increasing their positions, 307 reducing their positions, and 54 closing their positions.
286% more call options, than puts
Call options by funds: $19.9M | Put options by funds: $5.16M
169% more first-time investments, than exits
New positions opened: 145 | Existing positions closed: 54
8% more funds holding
Funds holding: 972 → 1,045 (+73)
4% more funds holding in top 10
Funds holding in top 10: 23 → 24 (+1)
5% more repeat investments, than reductions
Existing positions increased: 322 | Existing positions reduced: 307
2% more capital invested
Capital invested by funds: $8.92B → $9.11B (+$192M)
0.01% more ownership
Funds ownership: 74.39% → 74.4% (+0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$210M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$48.3M |
| 3 |
SAM
Silvercrest Asset Management
New York
|
+$26.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$23.4M |
| 5 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$21.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$287M |
| 2 |
Morgan Stanley
New York
|
-$74.5M |
| 3 |
AI
Atom Investors
Austin,
Texas
|
-$40.2M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$36.6M |
| 5 |
FWI
Facet Wealth Inc
Baltimore,
Maryland
|
-$30.8M |
IWN Hedge Fund Activity: Q4 2025 in Review
1,045 institutional investors reported a position in iShares Russell 2000 Value ETF (IWN) for Q4 2025, worth a combined $9.11B — up 2.2% from $8.92B a quarter earlier.
Buyers outnumbered sellers: 145 funds opened new IWN positions and 54 closed out — a net gain of 91 holders — while 322 added to existing stakes and 307 trimmed.
The largest buyer was Bank of America, adding an estimated $210M. The largest seller was TIAA Trust, National Association, cutting an estimated $287M.
- 1,045 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q4 2025, up from 972 in Q3 2025.
- Funds reported $9.11B of iShares Russell 2000 Value ETF stock for Q4 2025, up 2.2% quarter-over-quarter.
- 145 funds opened new iShares Russell 2000 Value ETF positions in Q4 2025 and 54 closed out, a net change of +91 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q4 2025 was Bank of America, an estimated $210M added.
- The largest iShares Russell 2000 Value ETF seller in Q4 2025 was TIAA Trust, National Association, an estimated $287M sold.
Based on aggregated 13F filings for Q4 2025.