IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

943 hedge funds and large institutions have $9.1B invested in iShares Russell 2000 Value ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 274 increasing their positions, 355 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
943
Holders Change
-20
Holders Change %
-2.08%
% of All Funds
13.67%
Holding in Top 10
27
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20.59%
% of All Funds
0.39%
New
90
Increased
274
Reduced
355
Closed
93
Calls
$74.4M
Puts
$40.4M
Net Calls
+$34M
Net Calls Change
+$38.1M

Top Buyers

1
B
Bailard
California
+$73M
2
Bank of America
Bank of America
North Carolina
+$64.8M
3
M&T Bank
M&T Bank
New York
+$28.8M
4
PMAM
Picton Mahoney Asset Management
Ontario, Canada
+$26.2M
5
QC
Quadrature Capital
United Kingdom
+$26.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$971M
2
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
-$214M
3
APP
Avantax Planning Partners
Iowa
-$79.6M
4
Twin Tree Management
Twin Tree Management
Texas
-$37.4M
5
AP
Advisors Preferred
Maryland
-$35.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPCP
626
Fort Point Capital Partners
California
$320K -$55.7K -351 -15%
Fisher Asset Management
627
Fisher Asset Management
Washington
$319K -$57.8K -364 -15%
RLIM
628
Red Lighthouse Investment Management
New York
$319K – – –
LWL
629
Leo Wealth LLC
Texas
$318K -$30.3K -191 -9%
LOAMU
630
Lombard Odier Asset Management (USA)
New York
$318K -$476K -3,000 -60%
RCM
631
Regency Capital Management
Hawaii
$318K – – –
FCH
632
Freestone Capital Holdings
Washington
$316K +$36.5K +230 +13%
ASN
633
Advisory Services Network
Georgia
$315K +$318 +2 +0.1%
SA
634
Skyline Advisors
Washington
$314K +$13.8K +87 +5%
SFFS
635
Stonehage Fleming Financial Services
Jersey
$314K +$251K +1,945 +398%
Empower Advisory Group
636
Empower Advisory Group
Colorado
$312K -$119K -751 -28%
HIP
637
HUB Investment Partners
Texas
$311K -$11.8K -74 -4%
EW
638
Evoke Wealth
California
$310K +$310K +1,951 New
MFG
639
Merit Financial Group
Georgia
$308K +$308K +1,997 New
SC
640
Steph & Co
Wisconsin
$306K -$16.8K -106 -5%
BIG
641
Builder Investment Group
Georgia
$306K – – –
EA
642
Eclectic Associates
California
$304K +$159 +1 +0.1%
NEPWA
643
New England Private Wealth Advisors
Massachusetts
$303K +$629 +4 +0.2%
SG
644
StoneX Group
New York
$303K – – –
RIS
645
Retirement Income Solutions
Michigan
$303K +$303K +1,909 New
BFG
646
Bleakley Financial Group
New Jersey
$302K +$3.65K +23 +1%
SW
647
Simplicity Wealth
New Jersey
$302K +$302K +1,902 New
HPFG
648
Hart & Patterson Financial Group
Massachusetts
$302K -$1.75K -11 -0.6%
National Bank of Canada
649
National Bank of Canada
Quebec, Canada
$301K +$123K +786 +69%
BF
650
Blankinship & Foster
California
$298K -$15.1K -95 -5%
24 25
26
27 28