IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

873 hedge funds and large institutions have $8.28B invested in iShares Russell 2000 Value ETF in 2022 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 301 increasing their positions, 296 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
-39
Holders Change %
-4.28%
% of All Funds
14.76%
Holding in Top 10
42
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.29%
% of All Funds
0.71%
New
79
Increased
301
Reduced
296
Closed
109
Calls
$18.6M
Puts
$412M
Net Calls
-$393M
Net Calls Change
-$697K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$77.4M
2
ECG
Edge Capital Group
Georgia
+$33.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30.5M
4
AAP
Arax Advisory Partners
Colorado
+$27.7M
5
Jane Street
Jane Street
New York
+$26.3M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$320M
2
APF
Alaska Permanent Fund
Alaska
-$306M
3
TF
TIAA FSB
Florida
-$143M
4
JHU
Johns Hopkins University
Maryland
-$100M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$67.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GF
601
Gries Financial
Ohio
$285K +$816 +6 +0.3%
Fisher Asset Management
602
Fisher Asset Management
Washington
$284K -$106K -778 -27%
BIC
603
Beach Investment Counsel
Pennsylvania
$283K – – –
MCM
604
Manchester Capital Management
Vermont
$283K – – –
BF
605
Blankinship & Foster
California
$282K +$136 +1 +0%
PTC
606
Private Trust Company
Ohio
$282K +$282K +2,074 New
PA
607
Procyon Advisors
Connecticut
$280K +$1.64K +12 +0.6%
AIM
608
Allen Investment Management
New York
$278K – – –
ICG
609
InterOcean Capital Group
Tennessee
$278K +$99.3K +729 +56%
MOS
610
MGO One Seven
Ohio
$277K -$7.07K -52 -2%
1IA
611
1834 Investment Advisors
Wisconsin
$275K – – –
DW
612
Domani Wealth
Pennsylvania
$270K -$505K -3,715 -65%
E
613
ETFidea
New York
$269K +$36.2K +266 +16%
SC
614
Steph & Co
Wisconsin
$268K +$21.6K +159 +9%
LFG
615
Larson Financial Group
Missouri
$266K -$3.81K -28 -1%
HWM
616
Hemington Wealth Management
Virginia
$266K – – –
MFS
617
McNamara Financial Services
Massachusetts
$264K -$48.4K -356 -15%
GA
618
Greenspring Advisors
Maryland
$263K – – –
TI
619
Truepoint Inc
Ohio
$262K – – –
CI
620
CX Institutional
Indiana
$260K +$260K +1,907 New
FG
621
Foster Group
Iowa
$259K -$9K -66 -3%
MFP
622
Meridian Financial Partners
Virginia
$259K +$259K +1,769 New
Deutsche Bank
623
Deutsche Bank
Germany
$258K +$21.7K +159 +9%
JFG
624
JMG Financial Group
Illinois
$257K +$257K +1,887 New
BOPW
625
Brandywine Oak Private Wealth
Pennsylvania
$256K +$256K +1,884 New
23 24
25
26 27