IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

633 hedge funds and large institutions have $5.59B invested in iShares Russell 2000 Value ETF in 2020 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 186 increasing their positions, 256 reducing their positions, and 55 closing their positions.

Holders
633
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
12.81%
Holding in Top 10
32
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+23.08%
% of All Funds
0.65%
New
65
Increased
186
Reduced
256
Closed
55
Calls
$36.2M
Puts
$61.5M
Net Calls
-$25.4M
Net Calls Change
+$1.57B

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$445M
2
SV
2
Starboard Value
New York
$96.9M
3
Bank of America
3
Bank of America
North Carolina
$341M
4
SCM
4
Shapiro Capital Management
Georgia
$38.8M
5
AAP
5
Arax Advisory Partners
Colorado
$24.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$650M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
3
Wells Fargo
3
Wells Fargo
California
$127M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$6.36M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$479M
Name Market Value Shares Shares
Change 		Shares
Change %
Bessemer Group
426
Bessemer Group
New Jersey
$306K 3,082 -953 -24%
Wolverine Trading
427
Wolverine Trading
Illinois
$305K 3,080 -744 -19%
OBGC
428
O'Brien Greene & Co
Pennsylvania
$305K 3,075 – –
Lido Advisors
429
Lido Advisors
California
$301K 3,031 +729 +32%
KMWM
430
Keudell/Morrison Wealth Management
Oregon
$298K 3,000 – –
SMC
431
Smith, Moore & Co
Missouri
$298K 3,002 +8 +0.3%
FGA
432
Fortis Group Advisors
New Jersey
$297K 3,000 +3,000 New
DY
433
Dowling & Yahnke
California
$291K 2,929 +411 +16%
PCMC
434
Paragon Capital Management (Colorado)
Colorado
$290K 2,917 -2,056 -41%
MFS
435
McNamara Financial Services
Massachusetts
$288K 2,895 -84 -3%
TGAM
436
TBH Global Asset Management
Tennessee
$288K 2,901 – –
WI
437
Wedgewood Investors
Pennsylvania
$287K 2,892 -166 -5%
SPC
438
Sigma Planning Corp
Michigan
$286K 2,876 -871 -23%
MPM
439
Meritage Portfolio Management
Kansas
$283K 2,853 -1,058 -27%
OBWP
440
O'Brien Wealth Partners
Massachusetts
$283K 2,607 -23 -0.9%
RG
441
Rikoon Group
New Mexico
$279K 2,811 -137 -5%
BFM
442
Boothbay Fund Management
New York
$270K 2,715 +2,715 New
Thrivent Financial for Lutherans
443
Thrivent Financial for Lutherans
Minnesota
$270K 2,723 +2,723 New
MWM
444
Meridian Wealth Management
Kentucky
$268K 2,707 +2,707 New
MWP
445
MYCIO Wealth Partners
Pennsylvania
$264K 2,662 +10 +0.4%
SS
446
Simplicity Solutions
Minnesota
$263K 2,646 +16 +0.6%
PCM
447
Pointe Capital Management
Michigan
$261K 2,629 -1,292 -33%
CIR
448
Clear Investment Research
Georgia
$260K 2,617 +9 +0.3%
LWCFA
449
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$260K 2,617 +2,595 +11,795%
HF
450
HRT Financial
New York
$257K 2,591 +2,591 New
16 17
18
19 20