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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
CWM
801
Copia Wealth Management
Oregon
$213K +$221K +1,295 New
DWM
802
Destination Wealth Management
California
$212K +$220K +1,292 New
WHCFA
803
William Howard & Co Financial Advisors
Tennessee
$212K – – –
KWA
804
Kingswood Wealth Advisors
California
$212K +$220K +1,291 New
WA
805
WESPAC Advisors
California
$212K +$220K +1,289 New
REMPR
806
Roof Eidam Maycock Peralta (REMP)
California
$211K – – –
PA
807
PFG Advisors
Arizona
$210K -$37.4K -219 -15%
AWM
808
Accel Wealth Management
Iowa
$210K +$341 +2 +0.2%
CIA
809
Capital Investment Advisors
Georgia
$209K +$7.17K +42 +3%
PIFP
810
Partners in Financial Planning
Virginia
$208K +$171 +1 +0.1%
CGL
811
Clarius Group LLC
Washington
$208K – – –
SAM
812
S.A. Mason
Michigan
$207K – – –
AFG
813
Atomi Financial Group
New York
$207K +$215K +1,262 New
FFP
814
FourThought Financial Partners
Florida
$207K -$30.4K -178 -12%
KCM
815
Kanawha Capital Management
Virginia
$205K +$213K +1,250 New
MFP
816
Meridian Financial Partners
Virginia
$205K +$213K +1,246 New
BCI
817
Brinker Capital Investments
Pennsylvania
$204K -$171 -1 -0.1%
OPS
818
Orion Portfolio Solutions
Nebraska
$204K -$171 -1 -0.1%
CFS
819
Cannon Financial Strategists
Georgia
$204K – – –
PGA
820
Portland Global Advisors
Maine
$204K – – –
WTFG
821
Wells Trecaso Financial Group
Ohio
$203K – – –
AG
822
AlTi Global
New York
$203K +$2.39K +14 +1%
AIM
823
Anchor Investment Management
South Carolina
$203K – – –
KFP
824
KMG Fiduciary Partners
Ohio
$203K – – –
WW
825
Westshore Wealth
California
$202K -$22.5K -132 -10%
31 32
33
34 35

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.