IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

912 hedge funds and large institutions have $11.1B invested in iShares Russell 2000 Value ETF in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 307 increasing their positions, 302 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
-26
Holders Change %
-2.77%
% of All Funds
14.43%
Holding in Top 10
49
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.77%
% of All Funds
0.78%
New
90
Increased
307
Reduced
302
Closed
99
Calls
$38.6M
Puts
$431M
Net Calls
-$392M
Net Calls Change
-$125M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$58.4M
2
BlackRock
BlackRock
New York
$68.9M
3
AP
Advisors Preferred
Maryland
$24.7M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$57.8M
5
FWI
Facet Wealth Inc
Maryland
$102M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$684M
2
B
Bailard
California
$6.26M
3
RBA
Richard Bernstein Advisors
New York
$575K
4
Citigroup
Citigroup
New York
$23.2M
5
AIA
Angeles Investment Advisors
California
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
851
Capital Asset Advisory Services
Michigan
$20K – – –
BL
852
Balentine LLC
Georgia
$19K – – –
LPWM
853
Lake Point Wealth Management
Texas
$19K – – –
AF
854
Affiance Financial
Minnesota
$17K – – –
RMC
855
Resources Management Corp
Connecticut
$16K – – –
HCM
856
Highlander Capital Management
New Jersey
$16K – – –
BWM
857
BerganKDV Wealth Management
Minnesota
$16K – – –
EW
858
Element Wealth
Mississippi
$16K – – –
BWL
859
Bogart Wealth LLC
Virginia
$15K -$1.12K -7 -7%
MOACM
860
Mutual of America Capital Management
New York
$14K – – –
OIA
861
Optimum Investment Advisors
Illinois
$14K – – –
LWA
862
Lowe Wealth Advisors
Maryland
$14K – – –
CBT
863
Central Bank & Trust
Kentucky
$14K – – –
IFAM
864
Institutional & Family Asset Management
Colorado
$13K -$38.3K -233 -75%
RDFA
865
Ritter Daniher Financial Advisory
Ohio
$13K – – –
RPCA
866
Running Point Capital Advisors
California
$13K +$9.75K +60 +300%
1832 Asset Management
867
1832 Asset Management
Ontario, Canada
$13K +$13K +84 New
FFA
868
Founders Financial Alliance
North Carolina
$12K – – –
GWSG
869
GPS Wealth Strategies Group
Colorado
$11K – – –
TWA
870
TCI Wealth Advisors
Arizona
$11K – – –
LS
871
Leelyn Smith
Illinois
$11K – – –
CIAS
872
Capital Investment Advisory Services
North Carolina
$10K – – –
BCMLT
873
Beacon Capital Management LLC (Tennessee)
Tennessee
$10K +$10K +60 New
PP
874
PrairieView Partners
Minnesota
$9K -$3.67K -22 -29%
AWM
875
Activest Wealth Management
Florida
$9K – – –
33 34
35
36 37