IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

918 hedge funds and large institutions have $8.52B invested in iShares Russell 2000 Value ETF in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 268 increasing their positions, 348 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
Holders Change
-26
Holders Change %
-2.75%
% of All Funds
13.35%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.35%
New
77
Increased
268
Reduced
348
Closed
87
Calls
$42.7M
Puts
$21.3M
Net Calls
+$21.4M
Net Calls Change
-$12.6M

Top Buyers

1
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
+$110M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$70.7M
3
Bank of America
Bank of America
North Carolina
+$64.2M
4
Wolverine Trading
Wolverine Trading
Illinois
+$53.9M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$33.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$176M
2
B
Bailard
California
-$65.7M
3
SV
Starboard Value
New York
-$64.7M
4
Goldman Sachs
Goldman Sachs
New York
-$38.2M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$38M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
776
GAMMA Investing
California
$101K – – –
GBT
777
Grove Bank & Trust
Florida
$100K -$53.8K -353 -35%
WPA
778
West Paces Advisors
Georgia
$99K – – –
GJWM
779
Gilliland Jeter Wealth Management
Arkansas
$98.9K – – –
TIM
780
Tortoise Investment Management
New York
$97K +$23.8K +156 +32%
EK
781
Evensky & Katz
Florida
$97K +$459 +3 +0.5%
JEST
782
JTC Employer Solutions Trustee
Jersey
$93K – – –
BLC
783
Brown, Lisle/Cummings
Rhode Island
$92.1K – – –
NL
784
NVWM LLC
Pennsylvania
$91.4K -$4.42K -29 -5%
FWA
785
FSC Wealth Advisors
New York
$90.9K +$51.6K +339 +131%
FMTCOCP
786
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$84K +$84K +550 New
GWSG
787
GPS Wealth Strategies Group
Colorado
$82.5K +$26.2K +172 +46%
AP
788
Atwood & Palmer
Missouri
$82.1K -$15.2K -100 -16%
BL
789
Balentine LLC
Georgia
$77.5K – – –
SFFS
790
Stonehage Fleming Financial Services
Jersey
$74.5K -$296K -1,945 -80%
CJ
791
Caitlin John
Michigan
$73.5K – – –
WAG
792
Windsor Advisory Group
Ohio
$72.2K – – –
CB
793
CNB Bank
Pennsylvania
$71.7K -$2.28K -15 -3%
CMP
794
Coston McIsaac & Partners
Maine
$69K -$44.5K -296 -39%
APC
795
Aspire Private Capital
North Carolina
$67K – – –
1832 Asset Management
796
1832 Asset Management
Ontario, Canada
$65K +$52.2K +343 +408%
MG
797
MilWealth Group
Wisconsin
$63.5K – – –
HBW
798
Hazlett, Burt & Watson
West Virginia
$63K – – –
FFA
799
Frazier Financial Advisors
Ohio
$62.9K -$2.29K -15 -4%
AA
800
AlphaMark Advisors
Kentucky
$62K -$20K -130 -24%
30 31
32
33 34