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 %
DTC
526
Davidson Trust Company
Washington
$422K -$8.94K -66 -2%
DJSG
527
D.J. St. Germain
Massachusetts
$421K -$24.3K -179 -5%
CAL
528
Capital Analysts LLC
Pennsylvania
$419K – – –
Empower Advisory Group
529
Empower Advisory Group
Colorado
$419K +$184K +1,356 +78%
DWP
530
Daymark Wealth Partners
Ohio
$418K +$418K +3,087 New
MWA
531
Monograph Wealth Advisors
California
$417K – – –
HF
532
Halpern Financial
Virginia
$416K +$68.3K +504 +20%
EWM
533
Evermay Wealth Management
Virginia
$415K -$29.6K -217 -7%
KFI
534
Key Financial Inc
Pennsylvania
$411K -$12.2K -90 -3%
PVI
535
Pine Valley Investments
New Jersey
$410K +$14.7K +108 +4%
ASN
536
Advisory Services Network
Georgia
$408K +$408K +3,008 New
KMWM
537
Keudell/Morrison Wealth Management
Oregon
$407K – – –
OWA
538
Opal Wealth Advisors
New York
$399K +$399K +2,944 New
PA
539
Pinnacle Associates
New York
$399K +$71.8K +530 +22%
SCA
540
St. Clair Advisors
Ohio
$399K – – –
PWM
541
Paulson Wealth Management
Illinois
$396K – – –
FMN
542
Financial Management Network
California
$393K -$14.1K -108 -3%
PTC
543
Private Trust Company
Ohio
$393K +$46.4K +342 +13%
DFG
544
Delta Financial Group
New Jersey
$392K +$392K +2,891 New
USCWA
545
U.S. Capital Wealth Advisors
Texas
$392K +$2.85K +21 +0.7%
LSA
546
Lion Street Advisors
Texas
$390K +$390K +2,880 New
ES
547
Eagle Strategies
New York
$384K -$225K -1,658 -37%
Toronto Dominion Bank
548
Toronto Dominion Bank
Ontario, Canada
$383K +$30.4K +224 +9%
DT
549
Diversified Trust
Tennessee
$380K -$85.4K -630 -18%
GF
550
Gries Financial
Ohio
$376K +$61.8K +456 +20%
20 21
22
23 24