IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

965 hedge funds and large institutions have $9.26B invested in iShares Russell 2000 Value ETF in 2024 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 275 increasing their positions, 350 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
+48
Holders Change %
+5.23%
% of All Funds
13.96%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.36%
New
104
Increased
275
Reduced
350
Closed
45
Calls
$156M
Puts
$34.4M
Net Calls
+$122M
Net Calls Change
+$101M

Top Buyers

1
VNIM
Vaughan Nelson Investment Management
Texas
+$104M
2
APF
Alaska Permanent Fund
Alaska
+$94.2M
3
B
Bailard
California
+$75.1M
4
Morgan Stanley
Morgan Stanley
New York
+$46.5M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$33.4M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$138M
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
-$70.7M
4
Bank of America
Bank of America
North Carolina
-$58M
5
Wolverine Trading
Wolverine Trading
Illinois
-$57.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAS
751
Nicolet Advisory Services
Wisconsin
$216K +$216K +1,328 New
WHCFA
752
William Howard & Co Financial Advisors
Tennessee
$215K +$215K +1,289 New
QCM
753
Quantinno Capital Management
New York
$215K -$47.9K -287 -18%
REMPR
754
Roof Eidam Maycock Peralta (REMP)
California
$214K +$214K +1,283 New
NFG
755
Nations Financial Group
Iowa
$214K +$214K +1,280 New
AWM
756
Accel Wealth Management
Iowa
$213K +$213K +1,277 New
WPC
757
Wedmont Private Capital
Pennsylvania
$213K +$213K +1,299 New
GFS
758
GYL Financial Synergies
Connecticut
$213K +$213K +1,274 New
CGL
759
Clarius Group LLC
Washington
$212K +$212K +1,269 New
PIFP
760
Partners in Financial Planning
Virginia
$212K +$212K +1,268 New
SAM
761
S.A. Mason
Michigan
$211K – – –
LNB
762
Ledyard National Bank
$209K +$209K +1,253 New
FA
763
Flagstar Advisors
New York
$208K +$208K +1,249 New
SRL
764
Scientech Research LLC
New Jersey
$208K +$208K +1,247 New
BCI
765
Brinker Capital Investments
Pennsylvania
$207K -$433K -2,597 -68%
OPS
766
Orion Portfolio Solutions
Nebraska
$207K -$433K -2,597 -68%
CFS
767
Cannon Financial Strategists
Georgia
$207K +$207K +1,242 New
PGA
768
Portland Global Advisors
Maine
$207K +$207K +1,240 New
WTFG
769
Wells Trecaso Financial Group
Ohio
$206K +$206K +1,237 New
PAS
770
Professional Advisory Services
Florida
$206K +$206K +1,232 New
AIM
771
Anchor Investment Management
South Carolina
$206K – – –
KFP
772
KMG Fiduciary Partners
Ohio
$206K +$206K +1,234 New
WT
773
Washington Trust
Rhode Island
$206K – – –
CIA
774
Capital Investment Advisors
Georgia
$205K -$73.1K -438 -26%
AG
775
AlTi Global
New York
$204K +$204K +1,221 New
29 30
31
32 33