IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

866 hedge funds and large institutions have $7.94B invested in iShares Russell 2000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 273 increasing their positions, 333 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
866
Holders Change
-63
Holders Change %
-6.78%
% of All Funds
13.86%
Holding in Top 10
32
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-33.33%
% of All Funds
0.51%
New
67
Increased
273
Reduced
333
Closed
107
Calls
$6.14M
Puts
$63.1M
Net Calls
-$57M
Net Calls Change
+$10.9M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$139M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$203M
3
Goldman Sachs
Goldman Sachs
New York
$200M
4
CRM
Cramer Rosenthal McGlynn
Connecticut
$33.8M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$65.1M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$0
2
Bank of America
Bank of America
North Carolina
$747M
3
GHA
GW Henssler & Associates
Georgia
$383K
4
EWA
EP Wealth Advisors
California
$5.53M
5
B
Bailard
California
$4.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
626
Peak Asset Management
Colorado
$263K – – –
STA
627
Summit Trail Advisors
New York
$263K -$103K -750 -28%
MFS
628
McNamara Financial Services
Massachusetts
$262K – – –
EW
629
Evoke Wealth
California
$259K – – –
CCA
630
Checchi Capital Advisers
California
$258K +$258K +1,885 New
TI
631
Truepoint Inc
Ohio
$258K – – –
BJL
632
Brighton Jones LLC
Washington
$256K -$274 -2 -0.1%
BBNA
633
Bremer Bank National Association
Minnesota
$253K +$16.2K +118 +7%
WI
634
Wedgewood Investors
Pennsylvania
$253K – – –
MFT
635
Moisand Fitzgerald Tamayo
Florida
$253K – – –
CHJWM
636
Carlton Hofferkamp & Jenks Wealth Management
Texas
$253K -$16.3K -124 -6%
HPM
637
Hoxton Planning & Management
West Virginia
$253K +$253K +1,843 New
MBT
638
Montecito Bank & Trust
California
$249K – – –
IWP
639
Icon Wealth Partners
Texas
$248K +$248K +1,811 New
SG
640
StoneX Group
New York
$248K -$685 -5 -0.3%
NF
641
Norwood Financial
Pennsylvania
$247K -$4.93K -36 -2%
3IP
642
3Chopt Investment Partners
Virginia
$247K -$54K -394 -18%
VFPI
643
Vantage Financial Partners (Illinois)
Illinois
$247K +$247K +1,800 New
MA
644
Mutual Advisors
Nebraska
$246K +$26.6K +194 +12%
EIP
645
Ellis Investment Partners
Pennsylvania
$246K +$3.7K +27 +2%
TBWA
646
Three Bridge Wealth Advisors
California
$245K -$2.47K -18 -1%
ACM
647
Advance Capital Management
Michigan
$244K – – –
GA
648
Greenspring Advisors
Maryland
$243K -$21.1K -154 -8%
LFG
649
Larson Financial Group
Missouri
$242K +$137 +1 +0.1%
PFP
650
Paragon Financial Partners
California
$240K +$548 +4 +0.2%
24 25
26
27 28