IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

630 hedge funds and large institutions have $5.21B invested in iShares Russell 2000 Value ETF in 2020 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 198 increasing their positions, 262 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
-34
Holders Change %
-5.12%
% of All Funds
12.95%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.53%
New
66
Increased
198
Reduced
262
Closed
96
Calls
$38.5M
Puts
$1.64B
Net Calls
-$1.6B
Net Calls Change
-$1.6B

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$764M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$472M
3
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$45.8M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41M
5
SF
5
Synovus Financial
Georgia
$82.2M

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$101M
2
SV
2
Starboard Value
New York
$48M
3
Betterment LLC
3
Betterment LLC
New York
$116M
4
Wells Fargo
4
Wells Fargo
California
$160M
5
Victory Capital Management
5
Victory Capital Management
Texas
$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
701
Claraphi Advisory Network
United States
– -$34K -414 Closed
CCM
702
Cox Capital Management
Massachusetts
– -$51K -400 Closed
BWP
703
Baldwin Wealth Partners
Massachusetts
– -$32K -388 Closed
CCM
704
Cribstone Capital Management
Maine
– -$21K -250 Closed
MFIMFI
705
Mesirow Financial Investment Management - Fixed Income
Illinois
– -$16K -200 Closed
SWA
706
Stratos Wealth Advisors
Ohio
– -$16K -200 Closed
AA
707
Advisory Alpha
Michigan
– -$15.5K -185 Closed
AIM
708
Arcadia Investment Management
Michigan
– -$14K -165 Closed
CHA
709
Carmichael Hill & Associates
Maryland
– -$13K -153 Closed
IWP
710
IAG Wealth Partners
Wisconsin
– -$13K -150 Closed
ACA
711
Aptus Capital Advisors
Alabama
– -$11K -145 Closed
HGWM
712
Harvest Group Wealth Management
Massachusetts
– -$11K -134 Closed
TC
713
Tatro Capital
Kentucky
– -$8K -100 Closed
SFA
714
Stewardship Financial Advisors
Georgia
– -$7K -90 Closed
HCM
715
Highlander Capital Management
New Jersey
– -$7K -85 Closed
SFPG
716
Stonebridge Financial Planning Group
Florida
– -$7K -80 Closed
RWA
717
Ropes Wealth Advisors
Massachusetts
– -$6K -75 Closed
WQ
718
Wealth Quarterback
New Jersey
– -$5.6K -68 Closed
CAGAS
719
Capital Advisory Group Advisory Services
Minnesota
– -$5K -55 Closed
OAM
720
Oppenheimer Asset Management
New York
– -$5K -55 Closed
AssetMark Inc
721
AssetMark Inc
California
– -$4K -52 Closed
MWM
722
MBE Wealth Management
Wisconsin
– -$2K -35 Closed
VNA
723
Valley National Advisers
Pennsylvania
– -$2K -28 Closed
GKIM
724
GW&K Investment Management
Massachusetts
– -$2K -25 Closed
FA
725
Forefront Analytics
Pennsylvania
– -$1.72K -21 Closed
26 27 28
29
30