IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

1,043 hedge funds and large institutions have $9.15B invested in iShares Russell 2000 Value ETF in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 323 increasing their positions, 319 reducing their positions, and 52 closing their positions.

Holders
1,043
Holders Change
+78
Holders Change %
+8.08%
% of All Funds
13.89%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.33%
New
155
Increased
323
Reduced
319
Closed
52
Calls
$89.5M
Puts
$24.4M
Net Calls
+$65.1M
Net Calls Change
-$57M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.1B
2
Morgan Stanley
2
Morgan Stanley
New York
$900M
3
Victory Capital Management
3
Victory Capital Management
Texas
$88.3M
4
Wells Fargo
4
Wells Fargo
California
$167M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$42.8M

Top Sellers

1
SV
1
Starboard Value
New York
$0
2
ECG
2
Edge Capital Group
Georgia
$937K
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$8.78M
4
US Bancorp
4
US Bancorp
Minnesota
$63.7M
5
FWI
5
Facet Wealth Inc
Maryland
$43.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
51
Kayne Anderson Rudnick Investment Management
California
$30.3M +$15.8M +96,180 +109%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$28.7M -$121K -739 -0.4%
WTC
53
WhitTier Trust Company
Nevada
$28.3M +$941K +5,732 +3%
BlackRock
54
BlackRock
New York
$27.8M -$2.9M -17,652 -9%
Mariner
55
Mariner
Kansas
$27.2M -$588K -3,583 -2%
WF
56
WoodTrust Financial
Wisconsin
$26.3M +$784K +4,778 +3%
Wellington Management Group
57
Wellington Management Group
Massachusetts
$25.8M +$5.8M +35,353 +29%
Citigroup
58
Citigroup
New York
$25.4M +$5.38M +32,788 +27%
MWM
59
Modera Wealth Management
New Jersey
$24.7M -$635K -3,869 -3%
CC
60
Courier Capital
New York
$24M +$72.1K +439 +0.3%
JIC
61
Johnson Investment Counsel
Ohio
$23.7M +$191K +1,162 +0.8%
AI
62
Atom Investors
Texas
$22.6M +$3.08M +18,749 +16%
Citadel Advisors
63
Citadel Advisors
Florida
$22.5M +$18.7M +113,697 +493%
HighTower Advisors
64
HighTower Advisors
Illinois
$22.3M +$1.82M +11,086 +9%
Corient Private Wealth
65
Corient Private Wealth
Florida
$22.2M -$2.02M -12,281 -8%
TRCT
66
Tower Research Capital (TRC)
New York
$21.5M +$21.5M +130,680 +353,189%
AAP
67
Arax Advisory Partners
Colorado
$21.3M -$218K -1,325 -1%
Comerica Bank
68
Comerica Bank
Texas
$20.9M +$504K +3,070 +2%
GJL
69
Gendell Jeffrey L
$20M – – –
Calamos Advisors
70
Calamos Advisors
Illinois
$18.6M +$18.6M +113,214 New
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$18.5M +$5.67M +34,541 +44%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$18.2M +$607K +3,695 +3%
VI
73
Vestcor Inc
New Brunswick, Canada
$18.1M – – –
Janus Henderson Group
74
Janus Henderson Group
United Kingdom
$17.8M -$433K -2,639 -2%
Cerity Partners
75
Cerity Partners
New York
$17.7M +$176K +1,070 +1%
1 2
3
4 5