IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

938 hedge funds and large institutions have $11.9B invested in iShares Russell 2000 Value ETF in 2021 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 348 increasing their positions, 234 reducing their positions, and 45 closing their positions.

Holders
938
Holders Change
+110
Holders Change %
+13.29%
% of All Funds
14.49%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
0.8%
New
170
Increased
348
Reduced
234
Closed
45
Calls
$88M
Puts
$355M
Net Calls
-$267M
Net Calls Change
-$251M

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$507M
2
JRP
2
Jasper Ridge Partners
California
$175M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$133M
4
LOAMU
4
Lombard Odier Asset Management (USA)
New York
$66.4M
5
Citigroup
5
Citigroup
New York
$81.6M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$252M
2
Bank of America
2
Bank of America
North Carolina
$1.08B
3
RBA
3
Richard Bernstein Advisors
New York
$76.2M
4
Ameriprise
4
Ameriprise
Minnesota
$125M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$87.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Allspring Global Investments
51
Allspring Global Investments
North Carolina
$40.7M 245,051 +245,051 New
HighTower Advisors
52
HighTower Advisors
Illinois
$38.8M 233,659 +23,588 +11%
BlackRock
53
BlackRock
New York
$38.4M 231,506 -96,525 -29%
CFM
54
Comprehensive Financial Management
California
$38.3M 230,481 – –
SW
55
SVB Wealth
Massachusetts
$38M 228,767 +111,200 +95%
JPMPWA
56
J.P. Morgan Private Wealth Advisors
California
$36.5M 219,774 -10,802 -5%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$35.7M 231,630 -4,880 -2%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$35.3M 212,627 +6,167 +3%
MCM
59
MAI Capital Management
Ohio
$34M 204,712 +3,101 +2%
SGAM
60
Stephens Group Asset Management
Arkansas
$33.3M 200,706 -18,556 -8%
AI
61
Accredited Investors
Minnesota
$32.2M 194,149 +37,158 +24%
V
62
Veritable
Delaware
$31.8M 191,233 -12,693 -6%
HSA
63
HBK Sorce Advisory
Pennsylvania
$31.1M 187,307 +8,959 +5%
CA
64
CSM Advisors
Pennsylvania
$31M 186,854 -289,459 -61%
NRA
65
NSI Retail Advisors
Pennsylvania
$31M 186,854 -289,459 -61%
OLVIG
66
Oliver Lagore Vanvalin Investment Group
Michigan
$31M 186,730 +186,730 New
ACB
67
Aristotle Capital Boston
Massachusetts
$29.3M 176,430 +9,974 +6%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$28.8M 173,640 +20,015 +13%
Osaic Holdings
69
Osaic Holdings
Arizona
$28.2M 170,003 +11,954 +8%
WPW
70
Waldron Private Wealth
Pennsylvania
$27.9M 167,784 -11,209 -6%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$27M 153,608 +28,948 +23%
MCWS
72
McKinley Carter Wealth Services
West Virginia
$25.3M 152,377 +9,990 +7%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$25M 150,835 +3,781 +3%
VI
74
Vestcor Inc
New Brunswick, Canada
$24.4M 147,100 – –
CC
75
Courier Capital
New York
$23.4M 140,750 -6,161 -4%
1 2
3
4 5