IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

880 hedge funds and large institutions have $8.28B invested in iShares Russell 2000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 260 increasing their positions, 347 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
880
Holders Change
+14
Holders Change %
+1.62%
% of All Funds
13.88%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.52%
New
71
Increased
260
Reduced
347
Closed
50
Calls
$24.2M
Puts
$63.5M
Net Calls
-$39.3M
Net Calls Change
+$17.7M

Top Buyers

1
VNIM
Vaughan Nelson Investment Management
Texas
+$112M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$77.8M
3
Morgan Stanley
Morgan Stanley
New York
+$51.2M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$46M
5
BCIM
Bishop & Co Investment Management
Pennsylvania
+$45.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$135M
2
JRP
Jasper Ridge Partners
California
-$45M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
-$33.8M
4
TF
TIAA FSB
Florida
-$31.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
726
Avior Wealth Management
Nebraska
$123K -$13.2K -94 -10%
WPA
727
West Paces Advisors
Georgia
$122K – – –
IGWM
728
ICA Group Wealth Management
Colorado
$116K +$563 +4 +0.5%
AA
729
Addison Advisors
Vermont
$116K – – –
BSWA
730
Bromfield Sneider Wealth Advisors
Massachusetts
$114K – – –
S
731
SignatureFD
Georgia
$106K – – –
CMP
732
Coston McIsaac & Partners
Maine
$106K – – –
MPCG
733
Matrix Private Capital Group
New York
$104K – – –
EK
734
Evensky & Katz
Florida
$101K +$6.05K +43 +6%
AWM
735
Atticus Wealth Management
Florida
$100K -$3.52K -25 -3%
SMA
736
Sage Mountain Advisors
Georgia
$99.8K – – –
SC
737
SouthState Corp
Florida
$98.7K – – –
EBA
738
Eagle Bay Advisors
New York
$98.7K +$98.7K +701 New
BFPW
739
BOK Financial Private Wealth
Colorado
$97.2K – – –
NIC
740
Northwest Investment Counselors
Oregon
$94.6K – – –
OC
741
Oakworth Capital
Alabama
$94.5K – – –
SWA
742
SOA Wealth Advisors
New York
$94.2K -$84.1K -597 -47%
FWM
743
Focused Wealth Management
New York
$90.3K +$141 +1 +0.2%
AP
744
Atwood & Palmer
Missouri
$90K +$28.2K +200 +46%
BCM
745
Bourgeon Capital Management
Connecticut
$89.4K – – –
TFGT
746
TS Financial Group (TSFG)
Illinois
$86K – – –
JEST
747
JTC Employer Solutions Trustee
Jersey
$86K – – –
CBT
748
CoreFirst Bank & Trust
Kansas
$84.5K – – –
TSWM
749
Tyler-Stone Wealth Management
Ohio
$84K +$84K +600 New
BL
750
Balentine LLC
Georgia
$81.2K -$14.9K -106 -16%
28 29
30
31 32