IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

835 hedge funds and large institutions have $13.1B invested in iShares Russell 2000 Value ETF in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 288 increasing their positions, 286 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
-38
Holders Change %
-4.35%
% of All Funds
14.44%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.73%
New
51
Increased
288
Reduced
286
Closed
79
Calls
$19.6M
Puts
$206M
Net Calls
-$186M
Net Calls Change
+$207M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
+$191M
2
SV
Starboard Value
New York
+$77.4M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$54.6M
4
VI
Vestcor Inc
New Brunswick, Canada
+$28.3M
5
FWI
Facet Wealth Inc
Maryland
+$18.9M

Top Sellers

1
CWA
CM Wealth Advisors
Ohio
-$1.33B
2
ECG
Edge Capital Group
Georgia
-$88M
3
Morgan Stanley
Morgan Stanley
New York
-$80.9M
4
Bank of America
Bank of America
North Carolina
-$35.8M
5
Barclays
Barclays
United Kingdom
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GPA
451
Guidance Point Advisors
Massachusetts
$580K +$3.74K +29 +0.6%
ETIA
452
Epic Trust Investment Advisors
Washington
$578K -$84.1K -652 -13%
RIA
453
RPG Investment Advisory
California
$578K -$5.15K -40 -0.9%
KWM
454
Keebeck Wealth Management
Illinois
$564K -$32.9K -255 -6%
AA
455
Auxano Advisors
Washington
$560K +$560K +4,342 New
Walleye Capital
456
Walleye Capital
New York
$559K +$559K +4,336 New
FFM
457
Forum Financial Management
Illinois
$558K +$387 +3 +0.1%
JWCA
458
J.W. Cole Advisors
Florida
$558K +$2.45K +19 +0.4%
PFS
459
Prospera Financial Services
Texas
$558K +$339K +2,626 +155%
CANC
460
Culbertson A N & Co
Virginia
$555K +$8.38K +65 +2%
PFM
461
Parsec Financial Management
North Carolina
$554K +$38.2K +296 +7%
BOPW
462
Brandywine Oak Private Wealth
Pennsylvania
$552K +$309K +2,402 +127%
CWM
463
ClientFirst Wealth Management
Arkansas
$551K +$88.2K +595 +19%
NIG
464
NFJ Investment Group
Texas
$550K +$504K +6,384 +1,084%
ECG
465
Edge Capital Group
Georgia
$549K -$88M -681,891 -99%
USCWA
466
U.S. Capital Wealth Advisors
Texas
$547K +$2.71K +21 +0.5%
FFG
467
Fullen Financial Group
Ohio
$545K +$3.78K +26 +0.7%
PWM
468
Perigon Wealth Management
California
$543K +$10.1K +78 +2%
D
469
Dentgroup
Louisiana
$543K +$49K +372 +10%
F
470
F3Logic
Minnesota
$542K -$208K -1,614 -28%
AWA
471
Arkadios Wealth Advisors
Georgia
$536K +$19.9K +154 +4%
AG
472
Appleton Group
Wisconsin
$535K – – –
TNA
473
True North Advisors
Texas
$535K – – –
AFC
474
AFT Forsyth & Company
Florida
$531K – – –
BWM
475
Baystate Wealth Management
Massachusetts
$528K +$3.48K +27 +0.7%
17 18
19
20 21