IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

880 hedge funds and large institutions have $8.28B invested in iShares Russell 2000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 260 increasing their positions, 347 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
880
Holders Change
+14
Holders Change %
+1.62%
% of All Funds
13.88%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.52%
New
71
Increased
260
Reduced
347
Closed
50
Calls
$24.2M
Puts
$63.5M
Net Calls
-$39.3M
Net Calls Change
+$17.7M

Top Buyers

1
VNIM
Vaughan Nelson Investment Management
Texas
+$112M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$77.8M
3
Morgan Stanley
Morgan Stanley
New York
+$51.2M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$46M
5
BCIM
Bishop & Co Investment Management
Pennsylvania
+$45.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$135M
2
JRP
Jasper Ridge Partners
California
-$45M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
-$33.8M
4
TF
TIAA FSB
Florida
-$31.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
576
OneDigital Investment Advisors
Kansas
$336K -$35.2K -250 -9%
NB
577
NBT Bank
New York
$335K +$37.3K +265 +13%
CIR
578
Clear Investment Research
Georgia
$335K -$16.2K -115 -5%
ADL
579
Asset Dedication LLC
California
$334K +$20.8K +147 +7%
CWA
580
CJM Wealth Advisers
Virginia
$333K +$422 +3 +0.1%
GHA
581
GW Henssler & Associates
Georgia
$332K -$62K -440 -16%
KWM
582
Kingsview Wealth Management
Oregon
$331K +$25.1K +178 +8%
SI
583
Saxon Interests
Texas
$331K -$58.6K -416 -15%
DI
584
DFPG Investments
Utah
$330K +$7.32K +49 +2%
GF
585
Gries Financial
Ohio
$327K +$28.6K +203 +10%
E
586
ETFidea
New York
$326K +$47.9K +340 +17%
AT
587
American Trust
Kentucky
$323K +$20.3K +144 +7%
PI
588
PFG Investments
New York
$322K +$12.7K +90 +4%
FAIM
589
Financial Advocates Investment Management
Washington
$320K -$2.11K -15 -0.7%
SMC
590
Smith, Moore & Co
Missouri
$318K -$27.1K -213 -8%
PB
591
Pinnacle Bancorp
Nebraska
$317K – – –
SFFS
592
Stonehage Fleming Financial Services
Jersey
$314K – – –
CCM
593
Corsair Capital Management
New York
$314K -$314K -2,228 -50%
NEWAS
594
N.E.W. Advisory Services
Wisconsin
$311K -$10.1K -72 -3%
SCA
595
Snowden Capital Advisors
New York
$310K +$14.8K +105 +5%
Luther King Capital Management (LKCM)
596
Luther King Capital Management (LKCM)
Texas
$310K -$301K – –
NFA
597
Northern Financial Advisors
Michigan
$309K – – –
VFIC
598
Valley Forge Investment Consultants
Pennsylvania
$305K +$1.41K +10 +0.5%
HR
599
Howe & Rusling
New York
$304K -$5.49K -39 -2%
WAL
600
W Advisors LLC
Tennessee
$300K – – –
22 23
24
25 26