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 %
NF
676
Nvest Financial
New Hampshire
$251K +$7.01K +46 +3%
IBOK
677
Independence Bank of Kentucky
Kentucky
$251K +$2.44K +16 +1%
GJIA
678
Glass Jacobson Investment Advisors
Maryland
$250K – – –
AF
679
Advisornet Financial
Minnesota
$249K -$5.48K -36 -2%
FIC
680
FCG Investment Company
Tennessee
$248K – – –
UOP
681
University of Pittsburgh
Pennsylvania
$246K – – –
FB
682
Fulton Bank
Pennsylvania
$245K – – –
SIC
683
Sigma Investment Counselors
Michigan
$244K +$3.81K +25 +2%
IAG
684
Investmark Advisory Group
Connecticut
$243K +$457 +3 +0.2%
BFA
685
Bragg Financial Advisors
North Carolina
$241K – – –
CVA
686
Central Valley Advisors
California
$240K +$240K +837 New
HIP
687
HUB Investment Partners
Texas
$240K -$58.3K -383 -20%
TH
688
TCTC Holdings
Texas
$240K – – –
QCM
689
Quantinno Capital Management
New York
$240K +$17.7K +116 +8%
EPM
690
Elm Partners Management
Pennsylvania
$238K – – –
ARA
691
Alexander Randolph Advisory
Virginia
$237K – – –
CWM
692
CCG Wealth Management
California
$236K -$1.68K -11 -0.7%
EIP
693
Ellis Investment Partners
Pennsylvania
$236K -$2.28K -15 -1%
CAG
694
Crestwood Advisors Group
Massachusetts
$235K – – –
EWM
695
EPG Wealth Management
Georgia
$235K -$244K -1,538 Closed
CIA
696
Compass Ion Advisors
Pennsylvania
$235K – – –
FCMA
697
Foresight Capital Management Advisors
Michigan
$233K +$233K +1,528 New
LWANC
698
Laurel Wealth Advisors (North Carolina)
North Carolina
$231K – – –
FFA
699
Farther Finance Advisors
California
$229K +$1.66K +11 +0.7%
USB
700
Union Savings Bank
Connecticut
$229K – – –
26 27
28
29 30