IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

835 hedge funds and large institutions have $13.1B invested in iShares Russell 2000 Value ETF in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 288 increasing their positions, 286 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
-38
Holders Change %
-4.35%
% of All Funds
14.44%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.73%
New
51
Increased
288
Reduced
286
Closed
79
Calls
$19.6M
Puts
$206M
Net Calls
-$186M
Net Calls Change
+$207M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
+$191M
2
SV
Starboard Value
New York
+$77.4M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$54.6M
4
VI
Vestcor Inc
New Brunswick, Canada
+$28.3M
5
FWI
Facet Wealth Inc
Maryland
+$18.9M

Top Sellers

1
CWA
CM Wealth Advisors
Ohio
-$1.33B
2
ECG
Edge Capital Group
Georgia
-$88M
3
Morgan Stanley
Morgan Stanley
New York
-$80.9M
4
Bank of America
Bank of America
North Carolina
-$35.8M
5
Barclays
Barclays
United Kingdom
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
651
Financial Architects (New Jersey)
New Jersey
$217K +$217K +1,686 New
CA
652
Cornerstone Advisory
Maryland
$215K – – –
FFA
653
First Foundation Advisors
California
$215K – – –
MWM
654
Madison Wealth Management
Ohio
$214K -$71.7K -555 -25%
CCG
655
Chatham Capital Group
Georgia
$214K – – –
MFGP
656
Marshall Financial Group (Pennsylvania)
Pennsylvania
$212K – – –
ACA
657
Aptus Capital Advisors
Alabama
$211K +$176K +1,371 +512%
IBOK
658
Independence Bank of Kentucky
Kentucky
$209K – – –
ASN
659
Advisory Services Network
Georgia
$209K +$8.76K +68 +4%
SHGA
660
Sand Hill Global Advisors
California
$208K – – –
CSPIA
661
Cary Street Partners Investment Advisory
Virginia
$208K +$15K +116 +8%
DIS
662
Diversified Investment Strategies
Louisiana
$207K -$4.51K -35 -2%
PA
663
Parkside Advisors
California
$207K – – –
PCA
664
Personal Capital Advisors
California
$206K +$13.3K +103 +7%
AIP
665
Ameritas Investment Partners
Nebraska
$204K -$24.8K -193 -11%
S
666
Surevest
California
$203K -$2.07K -16 -1%
SIC
667
Sigma Investment Counselors
Michigan
$203K – – –
WMA
668
West Michigan Advisors
Michigan
$203K +$2.32K +18 +1%
AssetMark Inc
669
AssetMark Inc
California
$202K +$18.1K +140 +10%
AWA
670
Arete Wealth Advisors
Illinois
$201K +$6.19K +48 +3%
CF
671
Centaurus Financial
California
$197K -$515 -4 -0.3%
EWM
672
EPG Wealth Management
Georgia
$195K +$1.03K +8 +0.5%
TH
673
TCTC Holdings
Texas
$194K +$4K +31 +2%
LWANC
674
Laurel Wealth Advisors (North Carolina)
North Carolina
$183K – – –
SAM
675
S.A. Mason
Michigan
$176K – – –
25 26
27
28 29