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 %
AAP
526
Arax Advisory Partners
Colorado
$393K -$26M -201,548 -99%
WA
527
Wealth Alliance
New York
$390K -$632K -4,908 -62%
BFA
528
Bragg Financial Advisors
North Carolina
$390K +$390K +3,025 New
AA
529
Ancora Advisors
Ohio
$389K -$21.4K -166 -5%
JWA
530
JFS Wealth Advisors
Pennsylvania
$388K +$129 +1 +0%
SW
531
SteelPeak Wealth
California
$388K +$1.03K +8 +0.3%
KMWM
532
Keudell/Morrison Wealth Management
Oregon
$387K – – –
Carson Wealth (CWM LLC)
533
Carson Wealth (CWM LLC)
Nebraska
$387K +$107K +832 +38%
AIFAIM
534
American Institute for Advanced Investment Management
Arizona
$384K – – –
CPIG
535
Chicago Partners Investment Group
Illinois
$384K +$13.8K +96 +4%
IAG
536
Investment Advisory Group
Massachusetts
$381K -$2.84K -22 -0.7%
SCA
537
St. Clair Advisors
Ohio
$379K – – –
GAG
538
GM Advisory Group
New York
$378K – – –
KFA
539
Kelleher Financial Advisors
New York
$376K – – –
PWM
540
Paulson Wealth Management
Illinois
$376K – – –
LC
541
Lindbrook Capital
California
$376K – – –
DTC
542
Davidson Trust Company
Washington
$373K -$5.68K -44 -2%
TWP
543
Total Wealth Planning
Ohio
$372K -$2.58K -20 -0.7%
CFG
544
Citizens Financial Group
Rhode Island
$367K +$11.3K +88 +3%
WTA
545
Washington Trust Advisors
Massachusetts
$364K +$1.42K +11 +0.4%
SMC
546
Smith, Moore & Co
Missouri
$361K -$17.4K -135 -5%
APW
547
Austin Private Wealth
Texas
$357K -$1.42K -11 -0.4%
PP
548
Patten & Patten
Tennessee
$356K -$1.93K -15 -0.5%
MWA
549
Martel Wealth Advisors
Washington
$354K -$66.5K -516 -16%
MWP
550
MYCIO Wealth Partners
Pennsylvania
$350K – – –
20 21
22
23 24