IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

829 hedge funds and large institutions have $11.4B invested in iShares Russell 2000 Value ETF in 2021 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 256 increasing their positions, 269 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
+62
Holders Change %
+8.08%
% of All Funds
14.6%
Holding in Top 10
56
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+27.27%
% of All Funds
0.99%
New
129
Increased
256
Reduced
269
Closed
59
Calls
$88.7M
Puts
$78.6M
Net Calls
+$10.2M
Net Calls Change
+$47.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.16B
2
AIA
2
Angeles Investment Advisors
California
$241M
3
RBA
3
Richard Bernstein Advisors
New York
$277M
4
Ameriprise
4
Ameriprise
Minnesota
$230M
5
Wells Fargo
5
Wells Fargo
California
$339M

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$317M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$705M
3
SF
3
Synovus Financial
Georgia
$22M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$164M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$93.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
601
Tompkins Financial
New York
$272K – – –
FB
602
Fulton Bank
Pennsylvania
$267K +$2.23K +14 +0.8%
CA
603
Cornerstone Advisory
Maryland
$266K – – –
DLHL
604
Donald L. Hagan LLC
Florida
$266K +$266K +1,671 New
TCOV
605
Trust Company of Vermont
Vermont
$265K -$13.4K -84 -5%
CWAG
606
Compton Wealth Advisory Group
Virginia
$265K – – –
Chevy Chase Trust
607
Chevy Chase Trust
Maryland
$264K +$264K +1,654 New
SS
608
Sunbelt Securities
Texas
$261K +$261K +1,640 New
QC
609
QCM Cayman
Texas
$260K +$260K +1,629 New
BWCS
610
Beirne Wealth Consulting Services
Connecticut
$259K +$259K +1,625 New
FP
611
Factorial Partners
New York
$255K -$2.9M -18,200 -92%
WPC
612
Waters Parkerson & Co
Louisiana
$255K – – –
DTC
613
Davidson Trust Company
Washington
$254K -$167K -1,050 -40%
IWM
614
IHT Wealth Management
Illinois
$253K -$7.48K -47 -3%
SC
615
Scotia Capital
Ontario, Canada
$252K -$484K -3,039 -66%
SFM
616
Signet Financial Management
New Jersey
$251K -$2.72K -17 -1%
NFC
617
Northeast Financial Consultants
Connecticut
$248K – – –
3LCM
618
3D/L Capital Management
Connecticut
$248K +$248K +1,555 New
FFG
619
Frisch Financial Group
New York
$247K +$319 +2 +0.1%
NFSG
620
Newbridge Financial Services Group
Florida
$247K +$245K +1,537 +12,808%
C
621
Certuity
Florida
$246K +$2.24K +14 +0.9%
AWA
622
Arkadios Wealth Advisors
Georgia
$246K +$43.9K +276 +22%
BJL
623
Brighton Jones LLC
Washington
$246K +$246K +1,546 New
RW
624
REDW Wealth
New Mexico
$245K – – –
LB
625
Leo Brokerage
Texas
$244K -$295K -1,852 -55%
23 24
25
26 27