IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

929 hedge funds and large institutions have $8.89B invested in iShares Russell 2000 Value ETF in 2022 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 312 increasing their positions, 282 reducing their positions, and 50 closing their positions.

Holders
929
Holders Change
+94
Holders Change %
+11.26%
% of All Funds
14.99%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
0.77%
New
161
Increased
312
Reduced
282
Closed
50
Calls
$16.5M
Puts
$84.4M
Net Calls
-$67.9M
Net Calls Change
+$118M

Top Buyers

1
B
1
Bailard
California
$57.3M
2
SV
2
Starboard Value
New York
$125M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$68.2M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$47.1M
5
Wells Fargo
5
Wells Fargo
California
$192M

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$107M
2
FWI
2
Facet Wealth Inc
Maryland
$41.6M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$120M
5
Goldman Sachs
5
Goldman Sachs
New York
$163M
Name Market Value Shares Shares
Change 		Shares
Change %
V
51
Veritable
Delaware
$31.3M 225,672 -897 -0.4%
HighTower Advisors
52
HighTower Advisors
Illinois
$31.1M 224,447 -4,689 -2%
JPMPWA
53
J.P. Morgan Private Wealth Advisors
California
$30.7M 221,262 -22,046 -9%
MWM
54
Modera Wealth Management
New Jersey
$30.4M 219,555 +19,731 +10%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$29.1M 196,341 -5,021 -2%
VI
56
Vestcor Inc
New Brunswick, Canada
$28.2M 203,300 -16,300 -7%
SGAM
57
Stephens Group Asset Management
Arkansas
$27.4M 197,573 +351 +0.2%
LI
58
Leeward Investments
Massachusetts
$27M 194,363 +79,687 +69%
Capstone Investment Advisors
59
Capstone Investment Advisors
New York
$26.6M 191,575 +49,360 +35%
Osaic Holdings
60
Osaic Holdings
Arizona
$25.8M 185,841 -7,660 -4%
CL
61
Choreo LLC
Illinois
$25.8M 185,702 +5,643 +3%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$25.3M 182,635 -12,084 -6%
TC
63
Towle & Co
Colorado
$24.8M 179,180 +179,180 New
GW
64
GW & Wade
Massachusetts
$24.2M 174,338 +47,690 +38%
CAN
65
Cetera Advisor Networks
California
$24.2M 174,176 +11,342 +7%
SAM
66
Silvercrest Asset Management
New York
$23.9M 172,070 -14,604 -8%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$23.5M 169,710 +4,611 +3%
SG Americas Securities
68
SG Americas Securities
New York
$23.5M 169,654 +12,982 +8%
Mariner
69
Mariner
Kansas
$22.8M 164,356 +11,395 +7%
AllianceBernstein
70
AllianceBernstein
Tennessee
$22.8M 164,315 +74,174 +82%
FAM
71
Flaharty Asset Management
Florida
$22.1M 159,131 +11,622 +8%
Cerity Partners
72
Cerity Partners
New York
$21.6M 151,585 +139,244 +1,128%
Principal Financial Group
73
Principal Financial Group
Iowa
$21.1M 151,801 +70,117 +86%
WTC
74
WhitTier Trust Company
Nevada
$20.9M 150,849 -17,870 -11%
CM
75
Castleark Management
Illinois
$20.7M 149,530 +141,250 +1,706%
1 2
3
4 5