iShares Russell 2000 Value ETF
1,057 hedge funds and large institutions have $9.16B invested in iShares Russell 2000 Value ETF in 2024 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 325 increasing their positions, 323 reducing their positions, and 53 closing their positions.
267% more call options, than puts
Call options by funds: $89.5M | Put options by funds: $24.4M
200% more first-time investments, than exits
New positions opened: 159 | Existing positions closed: 53
8% more funds holding
Funds holding: 975 → 1,057 (+82)
1% more repeat investments, than reductions
Existing positions increased: 325 | Existing positions reduced: 323
0% more funds holding in top 10
Funds holding in top 10: 26 → 26 (0)
1% less capital invested
Capital invested by funds: $9.27B → $9.16B (-$117M)
2.16% less ownership
Funds ownership: 74.23% → 72.07% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$68.1M |
| 2 |
Morgan Stanley
New York
|
+$49.9M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$37.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$26.3M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$25.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SV
Starboard Value
New York
|
-$226M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$104M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$57.3M |
| 4 |
FWI
Facet Wealth Inc
Baltimore,
Maryland
|
-$32.4M |
| 5 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
-$31.1M |
IWN Hedge Fund Activity: Q4 2024 in Review
1,057 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q4 2024, worth a combined $9.16B — down 1.3% from $9.27B a quarter earlier.
Buyers outnumbered sellers: 159 funds opened new IWN positions and 53 closed out — a net gain of 106 holders — while 325 added to existing stakes and 323 trimmed.
The largest buyer was Bank of America, adding an estimated $68.1M. The largest seller was Starboard Value, exiting entirely with an estimated $226M sold.
- 1,057 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q4 2024, up from 975 in Q3 2024.
- Funds reported $9.16B of iShares Russell 2000 Value ETF stock for Q4 2024, down 1.3% quarter-over-quarter.
- 159 funds opened new iShares Russell 2000 Value ETF positions in Q4 2024 and 53 closed out, a net change of +106 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q4 2024 was Bank of America, an estimated $68.1M added.
- The largest iShares Russell 2000 Value ETF seller in Q4 2024 was Starboard Value, an estimated $226M sold.
Based on aggregated 13F filings for Q4 2024.