IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

964 hedge funds and large institutions have $10.2B invested in iShares Russell 2000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 295 increasing their positions, 332 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
964
Holders Change
+86
Holders Change %
+9.79%
% of All Funds
14.13%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.5%
New
151
Increased
295
Reduced
332
Closed
49
Calls
$90.1M
Puts
$94.2M
Net Calls
-$4.06M
Net Calls Change
+$25.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$899M
2
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
+$214M
3
Goldman Sachs
Goldman Sachs
New York
+$59.1M
4
Bank of America
Bank of America
North Carolina
+$56.4M
5
M&T Bank
M&T Bank
New York
+$42.9M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$60.8M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$39.5M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$34.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$26.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
651
Wedgewood Investors
Pennsylvania
$311K – – –
ORG
652
Optimist Retirement Group
Washington
$310K +$310K +1,994 New
FFP
653
FourThought Financial Partners
Florida
$309K +$10.3K +66 +3%
CIA
654
Capital Investment Advisors
Georgia
$308K +$21.3K +137 +7%
ASN
655
Advisory Services Network
Georgia
$308K -$160K -1,028 -34%
HCM
656
Hollencrest Capital Management
California
$306K -$107K -689 -26%
BF
657
Blankinship & Foster
California
$306K -$16.5K -106 -5%
BIG
658
Builder Investment Group
Georgia
$299K – – –
SCM
659
Steele Capital Management
Iowa
$299K +$299K +1,924 New
NEPWA
660
New England Private Wealth Advisors
Massachusetts
$299K +$1.86K +12 +0.6%
SFP
661
Shepherd Financial Partners
Massachusetts
$298K – – –
BFS
662
Bradley Foster & Sargent
Connecticut
$297K +$62.1K +400 +26%
HPFG
663
Hart & Patterson Financial Group
Massachusetts
$297K +$297K +1,911 New
EA
664
Eclectic Associates
California
$297K +$932 +6 +0.3%
MFS
665
McNamara Financial Services
Massachusetts
$297K – – –
SG
666
StoneX Group
New York
$296K +$14.9K +96 +5%
SA
667
Skyline Advisors
Washington
$294K +$294K +1,890 New
CHJWM
668
Carlton Hofferkamp & Jenks Wealth Management
Texas
$293K +$5.98K +40 +2%
BFG
669
Bleakley Financial Group
New Jersey
$292K +$31.4K +202 +12%
PS
670
Principal Securities
Iowa
$292K +$292K +1,878 New
MOS
671
MGO One Seven
Ohio
$290K +$14.1K +91 +5%
Bessemer Group
672
Bessemer Group
New Jersey
$288K – – –
TI
673
Truepoint Inc
Ohio
$287K -$56.4K -363 -16%
WMA
674
West Michigan Advisors
Michigan
$284K +$13K +84 +5%
MSS
675
Mitchell Sinkler & Starr
Pennsylvania
$283K +$283K +1,822 New
25 26
27
28 29