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iShares Russell 2000 Value ETF
IWN

928 hedge funds and large institutions have $8.53B invested in iShares Russell 2000 Value ETF in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 270 increasing their positions, 348 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $42.7M | Put options by funds: $21.3M

3.59% more ownership

Funds ownership: 72.7% → 76.29% (+3.6%)

9% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 87

3% less funds holding

Funds holding: 952 → 928 (-24)

6% less capital invested

Capital invested by funds: $9.1B → $8.53B (-$573M)

7% less funds holding in top 10

Funds holding in top 10: 27 → 25 (-2)

22% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 348

Holders
928
Holders Change
-24
Holders Change %
-2.52%
% of All Funds
13.4%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.36%
New
79
Increased
270
Reduced
348
Closed
87
Calls
$42.7M
Puts
$21.3M
Net Calls
+$21.4M
Net Calls Change
-$12.6M

Top Buyers

1
SFC
Strategic Financial Concepts
Texas
+$127M
2
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
+$110M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$71M
4
Bank of America
Bank of America
North Carolina
+$64.5M
5
Wolverine Trading
Wolverine Trading
Illinois
+$54.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$177M
2
B
Bailard
California
-$66M
3
SV
Starboard Value
New York
-$65M
4
Goldman Sachs
Goldman Sachs
New York
-$38.4M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$38.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TPI
726
Trust Point Inc
Wisconsin
$212K – – –
LGWM
727
Litman Gregory Wealth Management
California
$211K – – –
SL
728
Sentinus LLC
Illinois
$209K +$210K +1,375 New
CFGS
729
Concourse Financial Group Securities
Alabama
$209K +$11.2K +73 +6%
SI
730
Saxon Interests
Texas
$209K -$8.11K -53 -4%
WW
731
Westshore Wealth
California
$208K – – –
IC
732
IEQ Capital
California
$208K – – –
KWM
733
Kolinsky Wealth Management
New Jersey
$207K +$182K +1,188 New
MWM
734
Mission Wealth Management
California
$206K +$7.04K +46 +4%
KCM
735
Kanawha Capital Management
Virginia
$206K +$13K +85 +7%
BAAM
736
Baker Avenue Asset Management
California
$205K +$205K +1,343 New
SC
737
Scotia Capital
Ontario, Canada
$204K -$212K -1,386 -51%
1IA
738
1834 Investment Advisors
Wisconsin
$203K -$3.82K -25 -2%
HCM
739
Hollencrest Capital Management
California
$203K – – –
Russell Investments Group
740
Russell Investments Group
United Kingdom
$203K +$2.75K +18 +1%
RW
741
REDW Wealth
New Mexico
$202K +$203K +1,328 New
AIM
742
Athena Investment Management
California
$202K – – –
HPC
743
HM Payson & Co
Maine
$198K – – –
IAIM
744
International Assets Investment Management
Florida
$195K -$19.4K -127 -9%
SAM
745
S.A. Mason
Michigan
$192K -$15.3K -100 -7%
AIM
746
Anchor Investment Management
South Carolina
$188K +$11.2K +73 +6%
WT
747
Washington Trust
Rhode Island
$188K – – –
CTWM
748
Cherry Tree Wealth Management
Minnesota
$172K – – –
PMFA
749
Plante Moran Financial Advisors
Michigan
$171K -$306 -2 -0.2%
SC
750
Stephens Consulting
Michigan
$169K – – –
28 29
30
31 32

IWN Hedge Fund Activity: Q2 2024 in Review

928 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q2 2024, worth a combined $8.53B — down 6.3% from $9.1B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of IWN and 79 opened new positions — a net loss of 8 holders — while 348 trimmed existing stakes and 270 added.

The largest buyer was Strategic Financial Concepts, adding an estimated $127M. The largest seller was Morgan Stanley, cutting an estimated $177M.

  • 928 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q2 2024, down from 952 in Q1 2024.
  • Funds reported $8.53B of iShares Russell 2000 Value ETF stock for Q2 2024, down 6.3% quarter-over-quarter.
  • 79 funds opened new iShares Russell 2000 Value ETF positions in Q2 2024 and 87 closed out, a net change of -8 holders.
  • The largest iShares Russell 2000 Value ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $127M added.
  • The largest iShares Russell 2000 Value ETF seller in Q2 2024 was Morgan Stanley, an estimated $177M sold.

Based on aggregated 13F filings for Q2 2024.