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iShares Russell 2000 Value ETF
IWN

928 hedge funds and large institutions have $8.53B invested in iShares Russell 2000 Value ETF in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 270 increasing their positions, 348 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $42.7M | Put options by funds: $21.3M

3.59% more ownership

Funds ownership: 72.7% → 76.29% (+3.6%)

9% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 87

3% less funds holding

Funds holding: 952 → 928 (-24)

6% less capital invested

Capital invested by funds: $9.1B → $8.53B (-$573M)

7% less funds holding in top 10

Funds holding in top 10: 27 → 25 (-2)

22% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 348

Holders
928
Holders Change
-24
Holders Change %
-2.52%
% of All Funds
13.4%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.36%
New
79
Increased
270
Reduced
348
Closed
87
Calls
$42.7M
Puts
$21.3M
Net Calls
+$21.4M
Net Calls Change
-$12.6M

Top Buyers

1
SFC
Strategic Financial Concepts
Texas
+$127M
2
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
+$110M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$71M
4
Bank of America
Bank of America
North Carolina
+$64.5M
5
Wolverine Trading
Wolverine Trading
Illinois
+$54.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$177M
2
B
Bailard
California
-$66M
3
SV
Starboard Value
New York
-$65M
4
Goldman Sachs
Goldman Sachs
New York
-$38.4M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$38.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
476
Wealthstream Advisors
New York
$582K – – –
PVI
477
Pine Valley Investments
New Jersey
$582K +$19.6K +128 +3%
DPI
478
Diversified Portfolios Inc
Michigan
$579K – – –
WF
479
Welch & Forbes
Massachusetts
$579K +$32.1K +210 +6%
KWM
480
Kingsview Wealth Management
Oregon
$577K +$37.3K +244 +7%
PHAM
481
Palisades Hudson Asset Management
Florida
$576K +$1.53K +10 +0.3%
FFN
482
Focus Financial Network
Minnesota
$575K +$1.99K +13 +0.4%
CPIG
483
Chicago Partners Investment Group
Illinois
$573K +$1.99K +13 +0.4%
KWM
484
Keebeck Wealth Management
Illinois
$569K – – –
FA
485
Fiducient Advisors
Illinois
$566K +$568K +3,714 New
CAAM
486
Cornerstone Advisors Asset Management
Pennsylvania
$564K – – –
CC
487
Chicago Capital
Illinois
$564K +$566K +3,700 New
OSAM
488
O'Shaughnessy Asset Management
Connecticut
$560K +$89.9K +588 +19%
MA
489
Montag & Associates
Georgia
$555K +$67.4K +441 +14%
MA
490
Mutual Advisors
Nebraska
$554K -$111K -725 -18%
SWA
491
Strategies Wealth Advisors
Michigan
$552K +$2.45K +16 +0.4%
IFPG
492
Intrepid Financial Planning Group
Indiana
$552K +$3.82K +25 +0.7%
First Manhattan
493
First Manhattan
New York
$550K -$11.8K -77 -2%
PSA
494
Plum Street Advisors
Louisiana
$550K +$5.35K +35 +1%
RIA
495
Retirement Investment Advisors
Oklahoma
$543K +$545K +3,566 New
LFS
496
Lutz Financial Services
Nebraska
$539K -$144K -944 -21%
GIA
497
Gladstone Institutional Advisory
Florida
$539K -$4.28K -28 -0.8%
ANB
498
Amarillo National Bank
Texas
$539K -$60.6K -396 -10%
TNA
499
True North Advisors
Texas
$536K -$13.8K -90 -2%
GCM
500
Gator Capital Management
Florida
$532K -$6.88K -45 -1%
18 19
20
21 22

IWN Hedge Fund Activity: Q2 2024 in Review

928 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q2 2024, worth a combined $8.53B — down 6.3% from $9.1B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of IWN and 79 opened new positions — a net loss of 8 holders — while 348 trimmed existing stakes and 270 added.

The largest buyer was Strategic Financial Concepts, adding an estimated $127M. The largest seller was Morgan Stanley, cutting an estimated $177M.

  • 928 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q2 2024, down from 952 in Q1 2024.
  • Funds reported $8.53B of iShares Russell 2000 Value ETF stock for Q2 2024, down 6.3% quarter-over-quarter.
  • 79 funds opened new iShares Russell 2000 Value ETF positions in Q2 2024 and 87 closed out, a net change of -8 holders.
  • The largest iShares Russell 2000 Value ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $127M added.
  • The largest iShares Russell 2000 Value ETF seller in Q2 2024 was Morgan Stanley, an estimated $177M sold.

Based on aggregated 13F filings for Q2 2024.