IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

835 hedge funds and large institutions have $13.1B invested in iShares Russell 2000 Value ETF in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 288 increasing their positions, 286 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
-38
Holders Change %
-4.35%
% of All Funds
14.44%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.73%
New
51
Increased
288
Reduced
286
Closed
79
Calls
$19.6M
Puts
$206M
Net Calls
-$186M
Net Calls Change
+$207M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
+$191M
2
SV
Starboard Value
New York
+$77.4M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$54.6M
4
VI
Vestcor Inc
New Brunswick, Canada
+$28.3M
5
FWI
Facet Wealth Inc
Maryland
+$18.9M

Top Sellers

1
CWA
CM Wealth Advisors
Ohio
-$1.33B
2
ECG
Edge Capital Group
Georgia
-$88M
3
Morgan Stanley
Morgan Stanley
New York
-$80.9M
4
Bank of America
Bank of America
North Carolina
-$35.8M
5
Barclays
Barclays
United Kingdom
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRI
326
NFP Retirement Inc
California
$1.16M -$181K -1,400 -13%
HCA
327
Harbour Capital Advisors
Virginia
$1.16M -$28.2K -215 -2%
RFC
328
Regions Financial Corp
Alabama
$1.15M +$21.5K +167 +2%
Kovitz Investment Group Partners
329
Kovitz Investment Group Partners
Illinois
$1.14M -$15.5K -120 -1%
CL
330
CPWM LLC
Washington
$1.14M +$227K +1,760 +25%
WTB
331
Washington Trust Bank
Washington
$1.13M -$7.47K -58 -0.7%
I2I
332
Insight 2811 Inc
Illinois
$1.13M -$11.9K -92 -1%
BAM
333
Berkshire Asset Management
Pennsylvania
$1.12M -$309K -2,400 -22%
SF
334
Summit Financial
New Jersey
$1.1M +$600K +4,657 +121%
UCFA
335
United Capital Financial Advisors
Texas
$1.1M -$41K -318 -4%
WCF
336
West Coast Financial
California
$1.07M -$1.42K -11 -0.1%
FWP
337
Falcon Wealth Planning
California
$1.07M -$277K -2,147 -21%
CCT
338
Chemung Canal Trust
New York
$1.07M -$98.8K -766 -8%
CM
339
Castleark Management
Illinois
$1.07M – – –
FWTB
340
First Western Trust Bank
Colorado
$1.06M -$183K -1,422 -15%
SIA
341
Stegner Investment Associates
Kentucky
$1.06M – – –
VC
342
Veery Capital
Delaware
$1.05M +$27.3K +212 +3%
VCP
343
Verus Capital Partners
Arizona
$1.05M +$286K +2,219 +38%
MCM
344
MV Capital Management
Maryland
$1.04M +$27.6K +214 +3%
DWT
345
Dorsey & Whitney Trust
South Dakota
$1.04M +$1.04M +8,030 New
ACM
346
Alamar Capital Management
California
$1.03M +$16.6K +129 +2%
PMFA
347
Plante Moran Financial Advisors
Michigan
$1.03M – – –
SFA
348
Sequoia Financial Advisors
Ohio
$1.02M +$139K +1,080 +16%
WIM
349
WealthPlan Investment Management
Nebraska
$1.02M +$1.02M +7,089 New
ST
350
Smithfield Trust
Pennsylvania
$1.02M -$176K -1,367 -15%
12 13
14
15 16