Balyasny Asset Management
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Balyasny Asset Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Balyasny Asset Management’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-87,800
Closed -$10.9M – 2179
2017
Q3 		$10.9M Buy
+87,800
New +$10.3M 0.04% 474

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Balyasny Asset Management's IWN Position: Q1 2025 in Review

Balyasny Asset Management sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2025, closing a stake of 3,211 shares — an estimated $527K sold.

Balyasny Asset Management first reported a position in IWN in Q3 2017 and held it in 2 quarters. The position peaked at $1.9M in Q3 2017. 985 funds tracked by Wall St. Rank hold IWN as of Q1 2025.

  • Balyasny Asset Management reported no remaining iShares Russell 2000 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Balyasny Asset Management sold 3,211 iShares Russell 2000 Value ETF shares in Q1 2025, an estimated $527K.
  • Balyasny Asset Management first reported a position in iShares Russell 2000 Value ETF in Q3 2017 and held it in 2 quarters.
  • Balyasny Asset Management's iShares Russell 2000 Value ETF position peaked at $1.9M in Q3 2017.
  • 985 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2025.

Based on Balyasny Asset Management's 13F filing for Q1 2025, filed 15 May 2025.