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 %
BCI
601
Brinker Capital Investments
Pennsylvania
$300K +$10.8K +212 +4%
OPS
602
Orion Portfolio Solutions
Nebraska
$300K +$10.8K +212 +4%
PFC
603
Phocas Financial Corp
California
$299K -$229K -1,623 -43%
BOPW
604
Brandywine Oak Private Wealth
Pennsylvania
$299K -$363K -2,578 -55%
VCA
605
Verdence Capital Advisors
Maryland
$298K +$563 +4 +0.2%
KWS
606
Keystone Wealth Services
California
$294K – – –
PAM
607
Palisade Asset Management
Minnesota
$293K – – –
BIC
608
Beach Investment Counsel
Pennsylvania
$293K – – –
CWM
609
ClientFirst Wealth Management
Arkansas
$292K – – –
BF
610
Blankinship & Foster
California
$292K +$141 +1 +0%
AIFAIM
611
American Institute for Advanced Investment Management
Arizona
$289K -$102K -725 -26%
FFA
612
First Foundation Advisors
California
$289K +$72.7K +516 +34%
MG
613
Mather Group
Illinois
$288K +$60.4K +429 +27%
AIM
614
Allen Investment Management
New York
$287K – – –
CHJWM
615
Carlton Hofferkamp & Jenks Wealth Management
Texas
$286K -$447 -3 -0.2%
PCM
616
Pointe Capital Management
Michigan
$283K +$8.31K +59 +3%
RLIM
617
Red Lighthouse Investment Management
New York
$283K – – –
RCM
618
Regency Capital Management
Hawaii
$282K +$282K +2,000 New
SWA
619
Stratos Wealth Advisors
Ohio
$279K +$279K +1,981 New
EW
620
Evoke Wealth
California
$275K +$8.17K +58 +3%
GJIA
621
Glass Jacobson Investment Advisors
Maryland
$274K +$274K +1,946 New
FG
622
Foster Group
Iowa
$271K -$106K -755 -28%
CSWM
623
Cassady Schiller Wealth Management
Ohio
$271K +$1.95K +17 +0.7%
BIG
624
Builder Investment Group
Georgia
$271K – – –
CAS
625
Coppell Advisory Solutions
Texas
$271K +$271K +1,925 New
23 24
25
26 27