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 %
CI Investments Inc
376
CI Investments Inc
Ontario, Canada
$925K -$34.2K -252 -4%
KBC
377
Key Bridge Compliance
$925K +$925K +6,824 New
WAS
378
Wealth Advisory Solutions
Indiana
$925K +$925K +6,824 New
SIA
379
Stegner Investment Associates
Kentucky
$920K -$29K -214 -3%
Envestnet Portfolio Solutions
380
Envestnet Portfolio Solutions
Illinois
$914K +$914K +6,741 New
MPWT
381
MassMutual Private Wealth & Trust
Connecticut
$913K -$4.61K -34 -0.5%
FWP
382
Falcon Wealth Planning
California
$910K -$148K -1,095 -14%
CWM
383
Cornerstone Wealth Management
Missouri
$907K -$75.2K -555 -8%
CWM
384
Connecticut Wealth Management
Connecticut
$905K +$501K +3,697 +124%
NSIM
385
North Star Investment Management
Illinois
$904K +$82.1K +606 +10%
BW
386
BIP Wealth
Georgia
$897K +$47.4K +350 +6%
KTA
387
Keeley-Teton Advisors
Illinois
$885K -$1.22M -8,986 -58%
PP
388
PDS Planning
Ohio
$883K -$9.08K -67 -1%
ST
389
Smithfield Trust
Pennsylvania
$878K -$45.2K -337 -5%
EAM
390
Evanson Asset Management
California
$871K – – –
SFA
391
Sequoia Financial Advisors
Ohio
$861K -$209K -1,543 -20%
ML
392
McAdam LLC
Pennsylvania
$859K +$119K +880 +16%
PAS
393
Park Avenue Securities
New York
$847K +$847K +6,250 New
FNBT
394
FineMark National Bank & Trust
Florida
$846K -$42.7K -315 -5%
PIM
395
Penobscot Investment Management
Massachusetts
$841K +$637K +4,674 +313%
GBWM
396
Granite Bay Wealth Management
New Hampshire
$840K +$840K +5,859 New
VCS
397
Vaughan & Co Securities
New Jersey
$831K – – –
HCMT
398
Highland Capital Management (Tennessee)
Tennessee
$823K – – –
LCGC
399
Legacy Capital Group California
California
$818K +$1.76K +13 +0.2%
FB
400
First Bancorp
Maine
$813K – – –
14 15
16
17 18