IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

847 hedge funds and large institutions have $12.1B invested in iShares Russell 2000 Value ETF in 2021 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 297 increasing their positions, 278 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+18
Holders Change %
+2.17%
% of All Funds
14.79%
Holding in Top 10
56
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.98%
New
86
Increased
297
Reduced
278
Closed
56
Calls
$58.2M
Puts
$116M
Net Calls
-$57.7M
Net Calls Change
-$67.9M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$564M
2
SRA
Summit Rock Advisors
New York
$119M
3
TF
TIAA FSB
Florida
$559M
4
CA
CSM Advisors
Pennsylvania
$79M
5
Bank of America
Bank of America
North Carolina
$1.27B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.18B
2
APF
Alaska Permanent Fund
Alaska
$203M
3
SMM
Stadion Money Management
Georgia
$0
4
Truist Financial
Truist Financial
North Carolina
$60.2M
5
Man Group
Man Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
826
FormulaFolio Investments
Michigan
$3K – – –
BCPWM
827
Bradley & Co Private Wealth Management
Florida
$3K – – –
GI
828
Gradient Investments
Minnesota
$3K +$2.43K +17 +425%
SBL
829
Sargent Bickham Lagudis
Colorado
$3K +$3K +20 New
CI
830
Cordant Inc
Oregon
$2K – – –
HPC
831
HM Payson & Co
Maine
$2K – – –
MA
832
MCF Advisors
Kentucky
$2K – – –
WFA
833
West Financial Advisors
Iowa
$2K – – –
ACA
834
Aptus Capital Advisors
Alabama
$2K +$2K +10 New
TF
835
TimeScale Financial
Massachusetts
$2K +$2K +14 New
SCA
836
Stuart Chaussee & Associates
California
$2K +$2K +15 New
AIA
837
Arcadia Investment Advisors
Idaho
$1.82K – – –
OIA
838
Optimum Investment Advisors
Illinois
$1K – – –
HWMA
839
Heritage Wealth Management (Arizona)
Arizona
$1K – – –
SIS
840
Sound Income Strategies
Florida
$1K – – –
EBA
841
Eagle Bay Advisors
New York
$1K +$1K +1 New
HFS
842
Hantz Financial Services
Michigan
$1K +$1K +4 New
JMF
843
Johnson Midwest Financial
Iowa
$1K +$1K +4 New
FIG
844
FundX Investment Group
California
$764 +$764 +28,171 New
BBHC
845
Brown Brothers Harriman & Co
New York
$35 -$52 -315 -60%
SMM
846
Stadion Money Management
Georgia
– -$76M -476,313 Closed
Man Group
847
Man Group
United Kingdom
– -$45.3M -283,817 Closed
WC
848
Wexford Capital
Florida
– -$18M -113,103 Closed
Allianz Asset Management
849
Allianz Asset Management
Germany
– -$16M -100,383 Closed
Calamos Advisors
850
Calamos Advisors
Illinois
– -$15M -93,905 Closed
32 33
34
35 36