IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

630 hedge funds and large institutions have $5.21B invested in iShares Russell 2000 Value ETF in 2020 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 198 increasing their positions, 262 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
-34
Holders Change %
-5.12%
% of All Funds
12.95%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.53%
New
66
Increased
198
Reduced
262
Closed
96
Calls
$38.5M
Puts
$1.64B
Net Calls
-$1.6B
Net Calls Change
-$1.6B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$190M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$59.3M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
+$45.8M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$41M
5
SF
Synovus Financial
Georgia
+$29.5M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$132M
2
SV
Starboard Value
New York
-$91.7M
3
Betterment LLC
Betterment LLC
New York
-$84.3M
4
Wells Fargo
Wells Fargo
California
-$62M
5
Victory Capital Management
Victory Capital Management
Texas
-$61.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
226
Capital Advisors Ltd
Ohio
$1.49M +$1.29M +9,373 +661%
HSA
227
HBK Sorce Advisory
Pennsylvania
$1.48M -$812K -8,327 -35%
SWM
228
Shakespeare Wealth Management
Wisconsin
$1.46M +$13.1K +134 +0.9%
ATC
229
Argent Trust Co
Tennessee
$1.45M +$174K +1,789 +14%
LBC
230
Lowe Brockenbrough & Co
Virginia
$1.45M +$1.45M +14,849 New
KWM
231
Keebeck Wealth Management
Illinois
$1.43M +$53.6K +550 +4%
CS
232
Credit Suisse
Switzerland
$1.43M -$5.09M -52,271 -78%
CAPTRUST Financial Advisors
233
CAPTRUST Financial Advisors
North Carolina
$1.38M -$1.13M -11,838 -45%
FHA
234
First Horizon Advisors
Tennessee
$1.37M +$113K +1,159 +9%
CFB
235
Cullen/Frost Bankers
Texas
$1.35M +$3.31K +34 +0.2%
GWM
236
Geneos Wealth Management
Colorado
$1.31M +$21.1K +228 +2%
RFWA
237
RPg Family Wealth Advisory
Massachusetts
$1.31M +$235K +2,411 +22%
DI
238
Disciplined Investments
Oklahoma
$1.3M +$7.99K +82 +0.6%
MAM
239
Meeder Asset Management
Ohio
$1.25M +$228K +2,341 +22%
OR
240
Olympiad Research
Connecticut
$1.25M +$776K +7,962 +162%
LFG
241
LifePlan Financial Group
Ohio
$1.25M -$51.1K -524 -4%
FMBTD
242
First Midwest Bank Trust Division
Illinois
$1.24M +$77K +790 +7%
CCT
243
Chemung Canal Trust
New York
$1.24M -$57.5K -590 -4%
EWM
244
Evercore Wealth Management
New York
$1.24M -$19.8K -203 -2%
PFP
245
Pinnacle Financial Partners
Tennessee
$1.23M +$23.7K +243 +2%
KA
246
Klingman & Associates
New York
$1.21M +$1.21M +12,406 New
RC
247
Roundview Capital
New Jersey
$1.2M +$224K +2,301 +23%
CIC
248
Carnegie Investment Counsel
Ohio
$1.19M +$27.8K +285 +2%
XF
249
XML Financial
Maryland
$1.18M +$83.7K +859 +8%
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$1.18M -$217K -2,231 -16%
8 9
10
11 12