IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

918 hedge funds and large institutions have $8.52B invested in iShares Russell 2000 Value ETF in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 268 increasing their positions, 348 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
Holders Change
-26
Holders Change %
-2.75%
% of All Funds
13.35%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.35%
New
77
Increased
268
Reduced
348
Closed
87
Calls
$42.7M
Puts
$21.3M
Net Calls
+$21.4M
Net Calls Change
-$12.6M

Top Buyers

1
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
+$110M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$70.7M
3
Bank of America
Bank of America
North Carolina
+$64.2M
4
Wolverine Trading
Wolverine Trading
Illinois
+$53.9M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$33.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$176M
2
B
Bailard
California
-$65.7M
3
SV
Starboard Value
New York
-$64.7M
4
Goldman Sachs
Goldman Sachs
New York
-$38.2M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$38M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
626
Axiom Advisory
California
$301K +$301K +1,968 New
DIS
627
Diversified Investment Strategies
Louisiana
$301K +$59.4K +390 +25%
FCH
628
Freestone Capital Holdings
Washington
$299K -$4.42K -29 -1%
CAC
629
Certified Advisory Corp
Florida
$298K +$42.6K +280 +17%
WAL
630
W Advisors LLC
Tennessee
$297K -$19.6K -129 -6%
National Bank of Canada
631
National Bank of Canada
Quebec, Canada
$294K +$3.61K +24 +1%
SW
632
SlateStone Wealth
Florida
$294K +$294K +1,928 New
IWA
633
Icon Wealth Advisors
Texas
$294K -$15.6K -91 -5%
FDCDDQ
634
Federation des caisses Desjardins du Quebec
Quebec, Canada
$293K -$41.7K -274 -12%
BIG
635
Builder Investment Group
Georgia
$293K – – –
EA
636
Eclectic Associates
California
$291K +$305 +2 +0.1%
Empower Advisory Group
637
Empower Advisory Group
Colorado
$291K -$8.22K -54 -3%
MFG
638
Merit Financial Group
Georgia
$291K -$13.1K -86 -4%
AssetMark Inc
639
AssetMark Inc
California
$288K -$8.42M -55,310 -97%
SW
640
Simplicity Wealth
New Jersey
$288K -$1.98K -13 -0.7%
BFG
641
Bleakley Financial Group
New Jersey
$288K -$1.98K -13 -0.7%
NCFG
642
New Century Financial Group
New Jersey
$287K +$287K +1,886 New
MFS
643
McNamara Financial Services
Massachusetts
$287K +$1.98K +13 +0.7%
PA
644
Procyon Advisors
Connecticut
$286K +$10.5K +69 +4%
C
645
Certuity
Florida
$283K -$56.5K -371 -17%
HPFG
646
Hart & Patterson Financial Group
Massachusetts
$282K -$7.46K -49 -3%
CD
647
Chapin Davis
Maryland
$282K – – –
WI
648
Wedgewood Investors
Pennsylvania
$281K +$281K +1,848 New
CAS
649
Coppell Advisory Solutions
Texas
$280K +$280K +1,838 New
CG
650
Cynosure Group
Utah
$278K -$103K -678 -27%
24 25
26
27 28