IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

829 hedge funds and large institutions have $11.4B invested in iShares Russell 2000 Value ETF in 2021 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 256 increasing their positions, 269 reducing their positions, and 59 closing their positions.

Holders
829
Holders Change
+62
Holders Change %
+8.08%
% of All Funds
14.6%
Holding in Top 10
56
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+27.27%
% of All Funds
0.99%
New
129
Increased
256
Reduced
269
Closed
59
Calls
$88.7M
Puts
$78.6M
Net Calls
+$10.2M
Net Calls Change
+$47.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.16B
2
AIA
2
Angeles Investment Advisors
California
$241M
3
RBA
3
Richard Bernstein Advisors
New York
$277M
4
Ameriprise
4
Ameriprise
Minnesota
$230M
5
Wells Fargo
5
Wells Fargo
California
$339M

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$317M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$705M
3
SF
3
Synovus Financial
Georgia
$22M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$164M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$93.6M
Name Market Value Shares Shares
Change 		Shares
Change %
HWMA
826
Heritage Wealth Management (Arizona)
Arizona
$1K 8 +8 New
SWM
827
Sugarloaf Wealth Management
Georgia
$117 903 +177 +24%
BBHC
828
Brown Brothers Harriman & Co
New York
$84 527 +507 +2,535%
CIBC Asset Management
829
CIBC Asset Management
Ontario, Canada
– – -228,711 Closed
FM
830
Forward Management
California
– – -126,972 Closed
AF
831
Alerus Financial
North Dakota
– – -107,255 Closed
CDIA
832
Capital Directions Investment Advisors
Georgia
– – -94,768 Closed
BAM
833
Broadmark Asset Management
California
– – -73,705 Closed
OMC
834
Old Mission Capital
Illinois
– – -71,796 Closed
CCMLC
835
Cardinal Capital Management LLC (Connecticut)
Connecticut
– – -35,272 Closed
CCFM
836
Clear Creek Financial Management
Washington
– – -32,363 Closed
MPPLM
837
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– – -26,768 Closed
CIP
838
Chartwell Investment Partners
Pennsylvania
– – -21,674 Closed
BCA
839
Bernzott Capital Advisors
California
– – -20,900 Closed
EP
840
Edgestream Partners
New Jersey
– – -17,920 Closed
PRCP
841
Pacific Ridge Capital Partners
Oregon
– – -14,104 Closed
CIM
842
Confluence Investment Management
Missouri
– – -10,111 Closed
PI
843
Putnam Investments
Massachusetts
– – -9,741 Closed
RhumbLine Advisers
844
RhumbLine Advisers
Massachusetts
– – -8,950 Closed
RT
845
Rockland Trust
Massachusetts
– – -7,515 Closed
Jane Street
846
Jane Street
New York
– – -7,098 Closed
OAM
847
Oppenheimer Asset Management
New York
– – -6,043 Closed
TSS
848
Two Sigma Securities
New York
– – -5,300 Closed
ABC
849
Associated Banc-Corp
Wisconsin
– – -4,698 Closed
Nuveen Asset Management
850
Nuveen Asset Management
Illinois
– – -4,624 Closed
32 33
34
35 36