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iShares Russell 2000 Value ETF
IWN

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
1,057
Holders Change
+82
Holders Change %
+8.41%
% of All Funds
13.92%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
159
Increased
325
Reduced
323
Closed
53
Calls
$89.5M
Puts
$24.4M
Net Calls
+$65.1M
Net Calls Change
-$57M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$68.1M
2
Morgan Stanley
Morgan Stanley
New York
+$49.9M
3
Victory Capital Management
Victory Capital Management
Texas
+$37.5M
4
Wells Fargo
Wells Fargo
California
+$26.3M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$25.6M

Top Sellers

1
SV
Starboard Value
New York
-$226M
2
VNIM
Vaughan Nelson Investment Management
Texas
-$104M
3
US Bancorp
US Bancorp
Minnesota
-$57.3M
4
FWI
Facet Wealth Inc
Maryland
-$32.4M
5
APF
Alaska Permanent Fund
Alaska
-$31.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PLFA
26
Pacific Life Fund Advisors
California
$58.5M +$15.5M +90,849 +34%
BPWM
27
Badgley Phelps Wealth Managers
Washington
$58.1M -$2.9K -17 -0%
JRP
28
Jasper Ridge Partners
California
$56.9M – – –
WT
29
Whittier Trust
California
$52.1M +$1.46M +8,575 +3%
Pathstone Holdings
30
Pathstone Holdings
New Jersey
$50.2M +$396K +2,319 +0.8%
ANTB
31
AMG National Trust Bank
Colorado
$47.4M -$2.3M -13,463 -4%
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$43.7M +$230K +1,347 +0.5%
FWI
33
Facet Wealth Inc
Maryland
$43.3M -$32.4M -190,025 -42%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$43.1M +$353K +2,067 +0.8%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$42.8M +$25.6M +150,199 +136%
MCM
36
MAI Capital Management
Ohio
$42.5M +$3.8M +22,281 +9%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$42.4M -$3.83M -22,457 -8%
SEI Investments
38
SEI Investments
Pennsylvania
$40.7M -$3.01M -17,659 -7%
CL
39
Choreo LLC
Illinois
$38.7M +$1.19M +6,961 +3%
WPW
40
Waldron Private Wealth
Pennsylvania
$38.2M -$595K -3,485 -1%
Ameriprise
41
Ameriprise
Minnesota
$38.2M +$10.7M +62,832 +37%
Allspring Global Investments
42
Allspring Global Investments
North Carolina
$38.1M -$672K -3,937 -2%
CFM
43
Comprehensive Financial Management
California
$37.8M – – –
Brown Advisory
44
Brown Advisory
Maryland
$37.3M +$6.04M +35,401 +18%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$37.1M +$780K +4,568 +2%
SGAM
46
Stephens Group Asset Management
Arkansas
$36.4M -$28.5K -167 -0.1%
WSFS
47
Wilmington Savings Fund Society
Delaware
$33.6M +$6.66K +39 +0%
Principal Financial Group
48
Principal Financial Group
Iowa
$33.1M +$24.6M +143,940 +249%
Truist Financial
49
Truist Financial
North Carolina
$31M +$167K +979 +0.5%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$30.4M -$2.12M -12,451 -6%
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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.