IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

964 hedge funds and large institutions have $10.2B invested in iShares Russell 2000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 295 increasing their positions, 332 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
964
Holders Change
+86
Holders Change %
+9.79%
% of All Funds
14.13%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.5%
New
151
Increased
295
Reduced
332
Closed
49
Calls
$90.1M
Puts
$94.2M
Net Calls
-$4.06M
Net Calls Change
+$25.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$899M
2
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
+$214M
3
Goldman Sachs
Goldman Sachs
New York
+$59.1M
4
Bank of America
Bank of America
North Carolina
+$56.4M
5
M&T Bank
M&T Bank
New York
+$42.9M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$60.8M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$39.5M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$34.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$26.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FOA
376
Five Oceans Advisors
California
$1.19M +$621 +4 +0.1%
I2I
377
Insight 2811 Inc
Illinois
$1.18M -$41K -264 -3%
PFS
378
Prospera Financial Services
Texas
$1.18M +$438K +2,817 +59%
PPC
379
Park Place Capital
Alabama
$1.17M -$4.82K -31 -0.4%
CAM
380
Cozad Asset Management
Illinois
$1.17M -$75.2K -484 -6%
IWC
381
Integrated Wealth Concepts
Massachusetts
$1.17M +$242K +1,556 +26%
LGG
382
Luts & Greenleigh Group
Maryland
$1.15M -$40.4K -260 -3%
NL
383
NWAM LLC
Washington
$1.15M +$1.15M +7,412 New
CCMLC
384
Cardinal Capital Management LLC (Connecticut)
Connecticut
$1.14M +$1.14M +7,368 New
AIM
385
Alhambra Investment Management
Florida
$1.13M -$71K -457 -6%
CCA
386
Cobblestone Capital Advisors
New York
$1.12M +$3.42K +22 +0.3%
RB
387
Renasant Bank
Mississippi
$1.12M -$4.97K -32 -0.4%
FNBT
388
FineMark National Bank & Trust
Florida
$1.11M +$144K +924 +15%
6F
389
626 Financial
Michigan
$1.11M -$307K -1,978 -22%
MFC
390
Morris Financial Concepts
South Carolina
$1.11M -$1.4K -9 -0.1%
PAI
391
Pittenger & Anderson Inc
Nebraska
$1.11M – – –
AHC
392
Anderson Hoagland & Co
Missouri
$1.1M – – –
CPM
393
Connective Portfolio Management
New York
$1.1M +$1.1M +7,085 New
FGG
394
Financial Guidance Group
Florida
$1.1M +$155 +1 +0%
USCWA
395
U.S. Capital Wealth Advisors
Texas
$1.09M +$642K +4,130 +143%
VC
396
Veery Capital
Delaware
$1.09M -$117K -755 -10%
Cohen & Steers
397
Cohen & Steers
New York
$1.07M -$233K -1,500 -18%
PAS
398
Park Avenue Securities
New York
$1.07M +$101K +651 +10%
FP
399
Factorial Partners
New York
$1.07M +$342K +2,200 +47%
BW
400
BIP Wealth
Georgia
$1.07M +$40.7K +262 +4%
14 15
16
17 18