iShares Russell 2000 Value ETF
952 hedge funds and large institutions have $9.1B invested in iShares Russell 2000 Value ETF in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 276 increasing their positions, 356 reducing their positions, and 93 closing their positions.
84% more call options, than puts
Call options by funds: $74.4M | Put options by funds: $40.4M
2% less first-time investments, than exits
New positions opened: 91 | Existing positions closed: 93
2% less funds holding
Funds holding: 971 → 952 (-19)
8.85% less ownership
Funds ownership: 81.56% → 72.7% (-8.9%)
11% less capital invested
Capital invested by funds: $10.2B → $9.1B (-$1.09B)
21% less funds holding in top 10
Funds holding in top 10: 34 → 27 (-7)
22% less repeat investments, than reductions
Existing positions increased: 276 | Existing positions reduced: 356
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Bailard
Foster City,
California
|
+$69.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$61.8M |
| 3 |
M&T Bank
Buffalo,
New York
|
+$27.5M |
| 4 |
PMAM
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
+$25M |
| 5 |
QC
Quadrature Capital
London,
United Kingdom
|
+$24.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$926M |
| 2 |
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
|
-$214M |
| 3 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$75.9M |
| 4 |
Twin Tree Management
Dallas,
Texas
|
-$36.5M |
| 5 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$35.5M |
IWN Hedge Fund Activity: Q1 2024 in Review
952 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q1 2024, worth a combined $9.1B — down 11% from $10.2B a quarter earlier.
Sellers outnumbered buyers: 93 funds closed out of IWN and 91 opened new positions — a net loss of 2 holders — while 356 trimmed existing stakes and 276 added.
The largest buyer was Bailard, adding an estimated $69.6M. The largest seller was Morgan Stanley, cutting an estimated $926M.
- 952 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q1 2024, down from 971 in Q4 2023.
- Funds reported $9.1B of iShares Russell 2000 Value ETF stock for Q1 2024, down 11% quarter-over-quarter.
- 91 funds opened new iShares Russell 2000 Value ETF positions in Q1 2024 and 93 closed out, a net change of -2 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q1 2024 was Bailard, an estimated $69.6M added.
- The largest iShares Russell 2000 Value ETF seller in Q1 2024 was Morgan Stanley, an estimated $926M sold.
Based on aggregated 13F filings for Q1 2024.