IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

767 hedge funds and large institutions have $8.54B invested in iShares Russell 2000 Value ETF in 2020 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 265 increasing their positions, 196 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
+134
Holders Change %
+21.17%
% of All Funds
13.61%
Holding in Top 10
44
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+37.5%
% of All Funds
0.78%
New
187
Increased
265
Reduced
196
Closed
41
Calls
$140M
Puts
$177M
Net Calls
-$37.1M
Net Calls Change
-$11.7M

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$154M
2
Morgan Stanley
Morgan Stanley
New York
$997M
3
Bank of America
Bank of America
North Carolina
$587M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$122M
5
RBA
Richard Bernstein Advisors
New York
$80.4M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$488M
2
SV
Starboard Value
New York
$44.5M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
$0
4
SF
Synovus Financial
Georgia
$84.6M
5
Goldman Sachs
Goldman Sachs
New York
$174M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
751
Brown Brothers Harriman & Co
New York
$3K – – –
MIM
752
Macroview Investment Management
Maryland
$3K – – –
JFA
753
JNBA Financial Advisors
Minnesota
$3K – – –
ME
754
McIlrath & Eck
Washington
$3K – – –
BC
755
Belmont Capital
California
$3K – – –
IA
756
Inspire Advisors
Idaho
$3K +$3K +19 New
MCC
757
Money Concepts Capital
Florida
$3K +$3K +21 New
JAWM
758
J. Arnold Wealth Management
Ohio
$3K +$3K +21 New
DTIM
759
Danda Trouve Investment Management
Kansas
$3K +$3K +25 New
NFSG
760
Newbridge Financial Services Group
Florida
$2K – – –
MA
761
MCF Advisors
Kentucky
$2K – – –
HPC
762
HM Payson & Co
Maine
$2K +$2K +12 New
SFPG
763
Stonebridge Financial Planning Group
Florida
$2K +$2K +13 New
SMA
764
Sage Mountain Advisors
Georgia
$2K +$2K +15 New
AIA
765
Arcadia Investment Advisors
Idaho
$1.45K +$1.45K +11 New
SFC
766
SYM Financial Corp
Indiana
$1K – – –
OIA
767
Optimum Investment Advisors
Illinois
$1K – – –
SMG
768
Spectrum Management Group
Indiana
$1K +$1K +9 New
SMFG
769
Sumitomo Mitsui Financial Group
Japan
– -$33.1M -333,500 Closed
Squarepoint
770
Squarepoint
New York
– -$7.85M -78,977 Closed
MCM
771
Moore Capital Management
New York
– -$6.95M -70,000 Closed
JPG
772
Jordan Park Group
California
– -$6.79M -68,346 Closed
FTUS
773
Flow Traders U.S.
New York
– -$5.83M -58,639 Closed
Citadel Advisors
774
Citadel Advisors
Florida
– -$4.79M -48,179 Closed
PCWA
775
Pacific Capital Wealth Advisors
California
– -$3.23M -32,509 Closed
29 30
31
32 33