IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

918 hedge funds and large institutions have $8.52B invested in iShares Russell 2000 Value ETF in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 268 increasing their positions, 348 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
Holders Change
-26
Holders Change %
-2.75%
% of All Funds
13.35%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.35%
New
77
Increased
268
Reduced
348
Closed
87
Calls
$42.7M
Puts
$21.3M
Net Calls
+$21.4M
Net Calls Change
-$12.6M

Top Buyers

1
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
+$110M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$70.7M
3
Bank of America
Bank of America
North Carolina
+$64.2M
4
Wolverine Trading
Wolverine Trading
Illinois
+$53.9M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$33.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$176M
2
B
Bailard
California
-$65.7M
3
SV
Starboard Value
New York
-$64.7M
4
Goldman Sachs
Goldman Sachs
New York
-$38.2M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$38M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
351
Wealth Advisory Solutions
Indiana
$1.12M +$12.6K +83 +1%
GFA
352
Gallagher Fiduciary Advisors
Illinois
$1.11M +$290K +1,906 +35%
NEI
353
Northwest & Ethical Investments
Ontario, Canada
$1.11M -$518K -3,400 -32%
SFM
354
Systematic Financial Management
New Jersey
$1.11M +$475K +3,119 +75%
ACA
355
Anchor Capital Advisors
Massachusetts
$1.1M -$7.62K -50 -0.7%
LGG
356
Luts & Greenleigh Group
Maryland
$1.1M +$1.1M +7,194 New
RB
357
Renasant Bank
Mississippi
$1.09M -$4.57K -30 -0.4%
MFC
358
Morris Financial Concepts
South Carolina
$1.09M +$14.2K +93 +1%
PAI
359
Pittenger & Anderson Inc
Nebraska
$1.09M – – –
MMA
360
Miracle Mile Advisors
California
$1.08M -$303K -1,988 -22%
I2I
361
Insight 2811 Inc
Illinois
$1.08M -$76.3K -501 -7%
CPM
362
Connective Portfolio Management
New York
$1.08M – – –
PFA
363
Pettinga Financial Advisors
Indiana
$1.08M +$30.5K +200 +3%
PFWA
364
Paces Ferry Wealth Advisors
Georgia
$1.07M +$457 +3 +0%
OC
365
Oppenheimer & Co
New York
$1.07M -$128K -840 -11%
IWC
366
Integrated Wealth Concepts
Massachusetts
$1.05M +$124K +816 +13%
CCA
367
Cobblestone Capital Advisors
New York
$1.04M -$2.13K -14 -0.2%
PP
368
PDS Planning
Ohio
$1M +$1.98K +13 +0.2%
CI Investments Inc
369
CI Investments Inc
Ontario, Canada
$1M -$38.4K -252 -4%
MCWS
370
McKinley Carter Wealth Services
West Virginia
$994K -$102K -673 -9%
CGA
371
Crescent Grove Advisors
Illinois
$992K -$69.3K -455 -7%
GFWA
372
Grey Fox Wealth Advisors
Delaware
$992K -$10.4K -68 -1%
SFA
373
Sequoia Financial Advisors
Ohio
$991K +$8.53K +56 +0.9%
BBPWM
374
Blue Bell Private Wealth Management
Pennsylvania
$989K -$15.2K -100 -2%
BA
375
Bridge Advisory
California
$984K -$41K -269 -4%
13 14
15
16 17