IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

828 hedge funds and large institutions have $11.7B invested in iShares Russell 2000 Value ETF in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 273 increasing their positions, 263 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
828
Holders Change
-19
Holders Change %
-2.24%
% of All Funds
14.54%
Holding in Top 10
50
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.71%
% of All Funds
0.88%
New
59
Increased
273
Reduced
263
Closed
63
Calls
$91.6M
Puts
$107M
Net Calls
-$15.8M
Net Calls Change
+$41.9M

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$387M
2
JHU
2
Johns Hopkins University
Maryland
$136M
3
Bank of America
3
Bank of America
North Carolina
$1.32B
4
PPA
4
Parametric Portfolio Associates
Washington
$81.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$136M

Top Sellers

1
AIA
1
Angeles Investment Advisors
California
$19.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$47.2M
3
AP
3
Advisors Preferred
Maryland
$0
4
SRA
4
Summit Rock Advisors
New York
$66.3M
5
Barclays
5
Barclays
United Kingdom
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
CICI
801
Capital Investment Counsel Inc
North Carolina
$5K – – –
TVWM
802
Tower View Wealth Management
Wisconsin
$5K – – –
SWA
803
Sutton Wealth Advisors
Florida
$4.33K – – –
ST
804
Sageworth Trust
Pennsylvania
$4K – – –
MIM
805
Macroview Investment Management
Maryland
$4K – – –
ME
806
McIlrath & Eck
Washington
$4K – – –
BC
807
Belmont Capital
California
$4K – – –
BFEC
808
Benjamin F. Edwards & Company
Missouri
$4K – – –
JFA
809
JNBA Financial Advisors
Minnesota
$3K – – –
SBL
810
Sargent Bickham Lagudis
Colorado
$3K – – –
BCPWM
811
Bradley & Co Private Wealth Management
Florida
$3K – – –
PCFFS
812
Pacific Center for Financial Services
California
$3K +$3K +18 New
SCA
813
Stuart Chaussee & Associates
California
$2K – – –
MA
814
MCF Advisors
Kentucky
$2K – – –
ACA
815
Aptus Capital Advisors
Alabama
$2K – – –
TF
816
TimeScale Financial
Massachusetts
$2K – – –
CI
817
Cordant Inc
Oregon
$2K – – –
WFA
818
West Financial Advisors
Iowa
$2K – – –
HPC
819
HM Payson & Co
Maine
$2K – – –
AIA
820
Arcadia Investment Advisors
Idaho
$1.76K – – –
GI
821
Gradient Investments
Minnesota
$1K -$4.25K -17 -81%
SIS
822
Sound Income Strategies
Florida
$1K – – –
HWMA
823
Heritage Wealth Management (Arizona)
Arizona
$1K – – –
BIA
824
Bell Investment Advisors
California
$1K +$1K +4 New
JWM
825
Janiczek Wealth Management
Colorado
$1K +$1K +5 New
31 32
33
34 35