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iShares Russell 2000 Value ETF
IWN

928 hedge funds and large institutions have $8.53B invested in iShares Russell 2000 Value ETF in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 270 increasing their positions, 348 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $42.7M | Put options by funds: $21.3M

3.59% more ownership

Funds ownership: 72.7% → 76.29% (+3.6%)

9% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 87

3% less funds holding

Funds holding: 952 → 928 (-24)

6% less capital invested

Capital invested by funds: $9.1B → $8.53B (-$573M)

7% less funds holding in top 10

Funds holding in top 10: 27 → 25 (-2)

22% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 348

Holders
928
Holders Change
-24
Holders Change %
-2.52%
% of All Funds
13.4%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.36%
New
79
Increased
270
Reduced
348
Closed
87
Calls
$42.7M
Puts
$21.3M
Net Calls
+$21.4M
Net Calls Change
-$12.6M

Top Buyers

1
SFC
Strategic Financial Concepts
Texas
+$127M
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
+$71M
4
Bank of America
Bank of America
North Carolina
+$64.5M
5
Wolverine Trading
Wolverine Trading
Illinois
+$54.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$177M
2
B
Bailard
California
-$66M
3
SV
Starboard Value
New York
-$65M
4
Goldman Sachs
Goldman Sachs
New York
-$38.4M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$38.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TW
276
Towerpoint Wealth
California
$1.8M +$1.22K +8 +0.1%
CW
277
CreativeOne Wealth
Kansas
$1.8M +$133K +872 +8%
MLA
278
MB, Levis & Associates
Pennsylvania
$1.78M +$7.19K +47 +0.4%
OMC
279
Old Mission Capital
Illinois
$1.77M +$1.21M +7,924 +213%
FTWA
280
Fifth Third Wealth Advisors
Ohio
$1.75M +$690K +4,511 +65%
CPBTD
281
Central Pacific Bank - Trust Division
Hawaii
$1.73M -$996K -6,510 -36%
Toronto Dominion Bank
282
Toronto Dominion Bank
Ontario, Canada
$1.72M +$149K +975 +9%
SG Americas Securities
283
SG Americas Securities
New York
$1.71M +$191K +1,250 +13%
HSA
284
HBK Sorce Advisory
Pennsylvania
$1.69M -$196K -1,282 -10%
Vanguard Group
285
Vanguard Group
Pennsylvania
$1.67M +$13.2K +86 +0.8%
WGCA
286
Wolf Group Capital Advisors
Virginia
$1.66M +$1.67M +10,921 New
MCM
287
MV Capital Management
Maryland
$1.66M – – –
AFA
288
American Financial Advisors
Georgia
$1.66M +$6.12K +40 +0.4%
VFA
289
Valeo Financial Advisors
Indiana
$1.66M -$10.9K -71 -0.6%
FWP
290
FAS Wealth Partners
Kansas
$1.65M +$45K +294 +3%
TA
291
TFB Advisors
Kansas
$1.61M +$152K +993 +10%
RC
292
Roundview Capital
New Jersey
$1.59M -$85.6K -560 -5%
BAM
293
Berkshire Asset Management
Pennsylvania
$1.57M +$295K +1,927 +23%
PIM
294
Penobscot Investment Management
Massachusetts
$1.57M +$279K +1,825 +22%
EWM
295
Evercore Wealth Management
New York
$1.56M -$32.4K -212 -2%
AI
296
Atria Investments
North Carolina
$1.55M +$580K +3,792 +59%
SWM
297
Shakespeare Wealth Management
Wisconsin
$1.54M -$19.6K -128 -1%
LWCFA
298
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.53M +$50.3K +329 +4%
CWA
299
Cornerstone Wealth Advisors
Minnesota
$1.52M -$72.8K -476 -5%
SCA
300
Snowden Capital Advisors
New York
$1.5M -$15K -98 -1%
10 11
12
13 14

IWN Hedge Fund Activity: Q2 2024 in Review

928 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q2 2024, worth a combined $8.53B — down 6.3% from $9.1B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of IWN and 79 opened new positions — a net loss of 8 holders — while 348 trimmed existing stakes and 270 added.

The largest buyer was Strategic Financial Concepts, adding an estimated $127M. The largest seller was Morgan Stanley, cutting an estimated $177M.

  • 928 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q2 2024, down from 952 in Q1 2024.
  • Funds reported $8.53B of iShares Russell 2000 Value ETF stock for Q2 2024, down 6.3% quarter-over-quarter.
  • 79 funds opened new iShares Russell 2000 Value ETF positions in Q2 2024 and 87 closed out, a net change of -8 holders.
  • The largest iShares Russell 2000 Value ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $127M added.
  • The largest iShares Russell 2000 Value ETF seller in Q2 2024 was Morgan Stanley, an estimated $177M sold.

Based on aggregated 13F filings for Q2 2024.