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 %
GPA
451
Guidance Point Advisors
Massachusetts
$620K – – –
RWG
452
Regal Wealth Group
California
$615K -$57.7K -426 -9%
LFS
453
Lutz Financial Services
Nebraska
$609K -$3.66K -27 -0.6%
RhumbLine Advisers
454
RhumbLine Advisers
Massachusetts
$602K -$122K -902 -17%
TNA
455
True North Advisors
Texas
$597K +$12.2K +90 +2%
SFC
456
Strategic Financial Concepts
Texas
$596K +$204K +1,507 +52%
IA
457
IFP Advisors
Florida
$594K -$10.3K -76 -2%
FFM
458
Forum Financial Management
Illinois
$592K – – –
TW
459
Transform Wealth
Colorado
$592K -$4.5K -33 -0.8%
AA
460
Auxano Advisors
Washington
$589K – – –
BFC
461
Bedel Financial Consulting
Indiana
$586K +$255K +1,883 +77%
CIBC World Market
462
CIBC World Market
Ontario, Canada
$585K -$17.2K -127 -3%
WIM
463
Waycross Investment Management
Washington
$562K – – –
SCA
464
Southern Capital Advisors
Tennessee
$560K +$213K +1,568 +61%
AFC
465
AFT Forsyth & Company
Florida
$558K – – –
ANBT
466
American National Bank & Trust
Texas
$557K – – –
CWM
467
Circle Wealth Management
New Jersey
$555K +$352K +2,600 +174%
NW
468
NewEdge Wealth
Pennsylvania
$551K -$146K -1,077 -21%
HWA
469
Heritage Wealth Advisors
Virginia
$550K – – –
THL
470
Tillman Hartley LLC
Colorado
$544K – – –
CFG
471
Citizens Financial Group
Rhode Island
$539K +$152K +1,115 +39%
ANB
472
Amarillo National Bank
Texas
$538K – – –
GFA
473
Gallagher Fiduciary Advisors
Illinois
$536K -$95.8K -707 -15%
MA
474
Montag & Associates
Georgia
$528K – – –
PWM
475
Perigon Wealth Management
California
$523K -$28.5K -210 -5%
17 18
19
20 21