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iShares Russell 2000 Value ETF
IWN

1,057 hedge funds and large institutions have $9.16B invested in iShares Russell 2000 Value ETF in 2024 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 325 increasing their positions, 323 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more call options, than puts

Call options by funds: $89.5M | Put options by funds: $24.4M

200% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 53

8% more funds holding

Funds holding: 975 → 1,057 (+82)

1% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 323

0% more funds holding in top 10

Funds holding in top 10: 26 → 26 (0)

1% less capital invested

Capital invested by funds: $9.27B → $9.16B (-$117M)

2.16% less ownership

Funds ownership: 74.23% → 72.07% (-2.2%)

Holders
1,057
Holders Change
+82
Holders Change %
+8.41%
% of All Funds
13.92%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
159
Increased
325
Reduced
323
Closed
53
Calls
$89.5M
Puts
$24.4M
Net Calls
+$65.1M
Net Calls Change
-$57M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$68.1M
2
Morgan Stanley
Morgan Stanley
New York
+$49.9M
3
Victory Capital Management
Victory Capital Management
Texas
+$37.5M
4
Wells Fargo
Wells Fargo
California
+$26.3M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$25.6M

Top Sellers

1
SV
Starboard Value
New York
-$226M
2
VNIM
Vaughan Nelson Investment Management
Texas
-$104M
3
US Bancorp
US Bancorp
Minnesota
-$57.3M
4
FWI
Facet Wealth Inc
Maryland
-$32.4M
5
APF
Alaska Permanent Fund
Alaska
-$31.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
776
Lindbrook Capital
California
$235K – – –
MWM
777
Mission Wealth Management
California
$234K +$9.04K +53 +4%
SWM
778
Sugarloaf Wealth Management
Georgia
$233K +$853 +5 +0.4%
CFGS
779
Concourse Financial Group Securities
Alabama
$231K +$1.02K +6 +0.4%
AC
780
Annandale Capital
Texas
$231K – – –
RBC
781
Romano Brothers & Co
Illinois
$230K – – –
WIC
782
Willis Investment Counsel
Georgia
$230K – – –
SSWM
783
Smith Salley Wealth Management
North Carolina
$230K – – –
NB
784
NBT Bank
New York
$227K -$255K -1,497 -52%
SL
785
Sentinus LLC
Illinois
$226K -$1.1M -6,420 -82%
CAM
786
Clark Asset Management
New Hampshire
$225K +$234K +1,371 New
Fayez Sarofim & Co
787
Fayez Sarofim & Co
Texas
$223K +$232K +1,358 New
HPC
788
HM Payson & Co
Maine
$222K – – –
CPIA
789
Cornell Pochily Investment Advisors
New York
$221K -$21.3K -125 -8%
BRWA
790
B. Riley Wealth Advisors
Florida
$221K -$1.02K -6 -0.4%
BAAM
791
Baker Avenue Asset Management
California
$221K – – –
SC
792
Scotia Capital
Ontario, Canada
$220K -$17.1K -100 -7%
HCM
793
Hollencrest Capital Management
California
$219K – – –
CCP
794
Clifford Capital Partners
Utah
$218K +$227K +1,330 New
Russell Investments Group
795
Russell Investments Group
United Kingdom
$218K -$171 -1 -0.1%
JIC
796
Joel Isaacson & Co
New York
$218K +$226K +1,327 New
AIM
797
Athena Investment Management
California
$218K – – –
MW
798
Members Wealth
Pennsylvania
$215K +$222K +1,299 New
SI
799
Saxon Interests
Texas
$214K -$3.07K -18 -1%
CCG
800
Cypress Capital Group
Florida
$213K -$217K -1,270 -49%
30 31
32
33 34

IWN Hedge Fund Activity: Q4 2024 in Review

1,057 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q4 2024, worth a combined $9.16B — down 1.3% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new IWN positions and 53 closed out — a net gain of 106 holders — while 325 added to existing stakes and 323 trimmed.

The largest buyer was Bank of America, adding an estimated $68.1M. The largest seller was Starboard Value, exiting entirely with an estimated $226M sold.

  • 1,057 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q4 2024, up from 975 in Q3 2024.
  • Funds reported $9.16B of iShares Russell 2000 Value ETF stock for Q4 2024, down 1.3% quarter-over-quarter.
  • 159 funds opened new iShares Russell 2000 Value ETF positions in Q4 2024 and 53 closed out, a net change of +106 holders.
  • The largest iShares Russell 2000 Value ETF buyer in Q4 2024 was Bank of America, an estimated $68.1M added.
  • The largest iShares Russell 2000 Value ETF seller in Q4 2024 was Starboard Value, an estimated $226M sold.

Based on aggregated 13F filings for Q4 2024.