IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

878 hedge funds and large institutions have $7.66B invested in iShares Russell 2000 Value ETF in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 225 increasing their positions, 328 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
878
Holders Change
-2
Holders Change %
-0.23%
% of All Funds
14%
Holding in Top 10
26
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.21%
% of All Funds
0.41%
New
75
Increased
225
Reduced
328
Closed
68
Calls
$29.7M
Puts
$59.4M
Net Calls
-$29.7M
Net Calls Change
+$9.63M

Top Buyers

1
SV
Starboard Value
New York
+$88.1M
2
Charles Schwab
Charles Schwab
California
+$78.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$65.1M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$34.8M
5
PFO
Pathstone Family Office
New Jersey
+$31.8M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
-$108M
2
Morgan Stanley
Morgan Stanley
New York
-$87.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$73.9M
4
EWA
EP Wealth Advisors
California
-$48.7M
5
Goldman Sachs
Goldman Sachs
New York
-$47.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
301
MV Capital Management
Maryland
$1.36M +$10.8K +80 +0.8%
FHB
302
First Hawaiian Bank
Hawaii
$1.34M – – –
SWM
303
Shakespeare Wealth Management
Wisconsin
$1.34M -$33.6K -248 -2%
SPIA
304
Steward Partners Investment Advisory
New York
$1.34M -$224K -1,656 -14%
FPIS
305
Financial Planning & Information Services
Wisconsin
$1.33M -$31.7K -234 -2%
PFWA
306
Paces Ferry Wealth Advisors
Georgia
$1.32M – – –
SF
307
Summit Financial
New Jersey
$1.32M +$75.8K +555 +6%
Kovitz Investment Group Partners
308
Kovitz Investment Group Partners
Illinois
$1.32M -$25.9K -191 -2%
HNB
309
Huntington National Bank
Ohio
$1.32M -$1.35M – –
VFA
310
Valeo Financial Advisors
Indiana
$1.31M -$136 -1 -0%
ATC
311
Argent Trust Co
Tennessee
$1.3M -$8.13K -60 -0.6%
ONB
312
Old National Bancorp
Indiana
$1.29M – – –
Neuberger Berman Group
313
Neuberger Berman Group
New York
$1.27M -$197K -1,453 -13%
6F
314
626 Financial
Michigan
$1.24M – – –
SCM
315
Stordahl Capital Management
Colorado
$1.22M +$43.8K +323 +4%
PA
316
Parallel Advisors
California
$1.21M -$283K -2,084 -19%
MFG
317
Magnus Financial Group
New York
$1.19M – – –
WTB
318
Washington Trust Bank
Washington
$1.19M – – –
CCT
319
Chemung Canal Trust
New York
$1.19M – – –
FBB
320
Fulton Breakefield Broenniman
Maryland
$1.18M -$18K -133 -1%
Wealthfront Advisers
321
Wealthfront Advisers
California
$1.18M +$284K +2,092 +32%
LWCFA
322
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.17M -$97.2K -734 -8%
HCA
323
Harbour Capital Advisors
Virginia
$1.17M +$13.6K +100 +1%
SFG
324
Sterling Financial Group
California
$1.16M – – –
ACA
325
Affinity Capital Advisors
California
$1.14M -$50.6K -373 -4%
11 12
13
14 15