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 %
NLG
401
New Legacy Group
New York
$813K – – –
IWM
402
IHT Wealth Management
Illinois
$811K +$75.5K +557 +10%
IWC
403
Integrated Wealth Concepts
Massachusetts
$809K +$22K +162 +3%
IAN
404
Integrated Advisors Network
Texas
$809K -$1.08K -8 -0.1%
Bank of Nova Scotia
405
Bank of Nova Scotia
Ontario, Canada
$800K +$271 +2 +0%
DI
406
Disciplined Investments
Oklahoma
$798K -$62.9K -464 -7%
HCM
407
Howland Capital Management
Massachusetts
$776K – – –
PCMC
408
Paragon Capital Management (Colorado)
Colorado
$774K – – –
IFWM
409
Institute for Wealth Management
Colorado
$754K +$271K +2,000 +56%
SCM
410
SOL Capital Management
Maryland
$747K -$47.5K -350 -6%
BFA
411
Bragg Financial Advisors
North Carolina
$746K -$7.59K -56 -1%
UCFA
412
United Capital Financial Advisors
Texas
$744K -$59K -435 -7%
PWP
413
Perfromance Wealth Partners
Illinois
$743K -$16.9K -125 -2%
GC
414
Garde Capital
Washington
$738K +$21.8K +161 +3%
HTC
415
Haverford Trust Company
Pennsylvania
$736K +$60.7K +448 +9%
BCI
416
Brinker Capital Investments
Pennsylvania
$736K -$65.3K -482 -8%
OPS
417
Orion Portfolio Solutions
Nebraska
$736K -$65.3K -482 -8%
TFO
418
Tarbox Family Office
California
$718K – – –
CB
419
Centennial Bank
Arkansas
$710K -$117K -860 -14%
WSTAM
420
Wilbanks Smith & Thomas Asset Management
Virginia
$708K -$77.3K -570 -10%
EGA
421
E&G Advisors
Texas
$706K -$69.1K -510 -9%
GIS
422
Grayhawk Investment Strategies
Alberta, Canada
$703K +$27.1K +200 +4%
CAM
423
Cubic Asset Management
Massachusetts
$699K -$678 -5 -0.1%
CFB
424
Cullen/Frost Bankers
Texas
$696K -$88.1K -650 -11%
AWA
425
Aletheian Wealth Advisors
Washington
$695K -$9.76K -72 -1%
15 16
17
18 19