IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

965 hedge funds and large institutions have $9.26B invested in iShares Russell 2000 Value ETF in 2024 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 275 increasing their positions, 350 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
+47
Holders Change %
+5.12%
% of All Funds
13.96%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.36%
New
104
Increased
275
Reduced
350
Closed
46
Calls
$156M
Puts
$34.4M
Net Calls
+$122M
Net Calls Change
+$101M

Top Buyers

1
VNIM
Vaughan Nelson Investment Management
Texas
+$104M
2
APF
Alaska Permanent Fund
Alaska
+$94.2M
3
B
Bailard
California
+$75.1M
4
Morgan Stanley
Morgan Stanley
New York
+$46.5M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$33.4M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$138M
2
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
-$110M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$70.7M
4
Bank of America
Bank of America
North Carolina
-$58M
5
Wolverine Trading
Wolverine Trading
Illinois
-$57.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
226
EARNEST Partners
Georgia
$2.57M -$1.63M -9,782 -39%
KHCM
227
Kettle Hill Capital Management
New York
$2.57M +$2.57M +15,394 New
SCM
228
Sterling Capital Management
North Carolina
$2.56M +$2.56M +15,344 New
AI
229
Ariel Investments
Illinois
$2.55M +$1.5M +8,974 +142%
WA
230
Wealth Architects
California
$2.54M – – –
AMG
231
Asset Management Group
Connecticut
$2.54M -$79.7K -478 -3%
JFG
232
Jefferies Financial Group
New York
$2.52M +$2.52M +15,105 New
GRP
233
Global Retirement Partners
California
$2.48M -$71.4K -428 -3%
BCWM
234
Bartlett & Co Wealth Management
Ohio
$2.45M -$1.67K -10 -0.1%
CWM
235
Concentric Wealth Management
California
$2.44M -$197K -1,180 -7%
IWC
236
Integrated Wealth Concepts
Massachusetts
$2.43M +$1.28M +7,682 +112%
FWP
237
Falcon Wealth Planning
California
$2.43M -$56.4K -338 -2%
FTWA
238
Fifth Third Wealth Advisors
Ohio
$2.38M +$466K +2,795 +24%
RFC
239
Regions Financial Corp
Alabama
$2.38M +$241K +1,445 +11%
CIC
240
Carnegie Investment Counsel
Ohio
$2.37M -$53.7K -322 -2%
Wealthfront Advisers
241
Wealthfront Advisers
California
$2.34M +$230K +1,377 +11%
PFP
242
Pinnacle Financial Partners
Tennessee
$2.34M +$8.84K +53 +0.4%
WAP
243
Wealthcare Advisory Partners
Pennsylvania
$2.33M +$199K +1,190 +9%
MWM
244
Maltin Wealth Management
New Jersey
$2.32M +$138K +829 +6%
HR
245
Hardy Reed
Mississippi
$2.29M – – –
UB
246
UMB Bank
Missouri
$2.27M -$165K -991 -7%
CFG
247
Clayton Financial Group
Missouri
$2.26M +$325K +1,950 +17%
LBC
248
Lowe Brockenbrough & Co
Virginia
$2.23M +$31.4K +188 +1%
DWT
249
Dorsey & Whitney Trust
South Dakota
$2.22M – – –
BPA
250
Beacon Pointe Advisors
California
$2.2M -$296K -1,773 -12%
8 9
10
11 12