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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
PAS
826
Professional Advisory Services
Florida
$202K – – –
AAS
827
Annex Advisory Services
Wisconsin
$202K +$210K +1,230 New
WPC
828
Wedmont Private Capital
Pennsylvania
$200K -$7.85K -46 -4%
WT
829
Washington Trust
Rhode Island
$200K -$2.05K -12 -1%
TIM
830
Thompson Investment Management
Wisconsin
$197K +$204K +1,198 New
CF
831
Centaurus Financial
California
$188K +$39.9K +234 +26%
SC
832
Stephens Consulting
Michigan
$182K – – –
Lazard Asset Management
833
Lazard Asset Management
New York
$180K – – –
CTC
834
Central Trust Company
Missouri
$175K +$853 +5 +0.5%
MFA
835
McClarren Financial Advisors
Pennsylvania
$172K +$179K +1,051 New
CPG
836
Cornerstone Planning Group
New Jersey
$171K +$512 +3 +0.3%
CTWM
837
Cherry Tree Wealth Management
Minnesota
$171K – – –
RIL
838
Rothschild Investment LLC
Illinois
$170K – – –
RTL
839
Red Tortoise LLC
Georgia
$170K +$1.02K +6 +0.6%
EWM
840
EPG Wealth Management
Georgia
$166K -$58.2K -341 -25%
FWA
841
FSC Wealth Advisors
New York
$164K +$41.5K +243 +32%
MCM
842
Manchester Capital Management
Vermont
$163K – – –
CSB
843
City State Bank
Iowa
$154K – – –
CAS
844
Coppell Advisory Solutions
Texas
$152K -$42.7K -250 -21%
WTA
845
Washington Trust Advisors
Massachusetts
$152K – – –
OC
846
Oarsman Capital
Wisconsin
$146K +$171 +1 +0.1%
GWM
847
Grand Wealth Management
Michigan
$142K -$1.02K -6 -0.7%
VCM
848
Versant Capital Management
Arizona
$141K – – –
WIM
849
Westside Investment Management
California
$138K – – –
AA
850
Addison Advisors
Vermont
$136K – – –
32 33
34
35 36

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.