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iShares Russell 2000 Value ETF
IWN

869 hedge funds and large institutions have $7.94B invested in iShares Russell 2000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 273 increasing their positions, 333 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.78% less ownership

Funds ownership: 72.61% → 70.84% (-1.8%)

7% less funds holding

Funds holding: 932 → 869 (-63)

11% less capital invested

Capital invested by funds: $8.89B → $7.94B (-$944M)

18% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 333

33% less funds holding in top 10

Funds holding in top 10: 48 → 32 (-16)

37% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 107

90% less call options, than puts

Call options by funds: $6.14M | Put options by funds: $63.1M

Holders
869
Holders Change
-63
Holders Change %
-6.76%
% of All Funds
13.85%
Holding in Top 10
32
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-33.33%
% of All Funds
0.51%
New
67
Increased
273
Reduced
333
Closed
107
Calls
$6.14M
Puts
$63.1M
Net Calls
-$57M
Net Calls Change
+$10.9M

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$94.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$89.4M
3
Goldman Sachs
Goldman Sachs
New York
+$41.2M
4
CRM
Cramer Rosenthal McGlynn
Connecticut
+$35.7M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$24.8M

Top Sellers

Rank Fund Capital Flow
1
AWA
Arete Wealth Advisors
Illinois
-$227M
2
Bank of America
Bank of America
North Carolina
-$110M
3
GHA
GW Henssler & Associates
Georgia
-$65.8M
4
B
Bailard
California
-$54.9M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$49M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
851
Mascoma Wealth Management
New Hampshire
$3.74K – – –
SWA
852
Sutton Wealth Advisors
Florida
$3.7K – – –
LF
853
Lee Financial
Texas
$3.7K +$3.91K +27 New
TSA
854
Tri-Star Advisors
Texas
$3.63K +$3.91K +27 New
BC
855
Belmont Capital
California
$3.43K – – –
FFA
856
Farther Finance Advisors
California
$3.01K – – –
JFA
857
JNBA Financial Advisors
Minnesota
$2.88K – – –
BCPWM
858
Bradley & Co Private Wealth Management
Florida
$2.6K – – –
MCA
859
Maryland Capital Advisors
Maryland
$2.33K – – –
KM
860
Kalos Management
Georgia
$2.33K – – –
ATC
861
Adirondack Trust Company
New York
$2.33K +$2.46K +17 New
TF
862
TimeScale Financial
Massachusetts
$1.92K – – –
PAIM
863
Punch & Associates Investment Management
Minnesota
$1.64K +$1.74K +12 New
GA
864
GoalVest Advisory
New York
$1.37K +$1.45K +10 New
SS
865
Sunbelt Securities
Texas
$1.08K +$1.16K +8 New
CWP
866
Concord Wealth Partners
Virginia
$693 – – –
JWM
867
Janiczek Wealth Management
Colorado
$675 – – –
BIA
868
Bell Investment Advisors
California
$549 – – –
OLVIG
869
Oliver Lagore Vanvalin Investment Group
Michigan
$411 -$246K -1,699 -100%
NMG
870
New Millennium Group
Utah
$411 – – –
PWMG
871
Prestige Wealth Management Group
New Jersey
$275 – – –
RWM
872
Ruedi Wealth Management
Illinois
$3 – – –
FCAG
873
First Capital Advisors Group
New Jersey
$1 – – –
SRA
874
Summit Rock Advisors
New York
– -$47.9M -345,250 Closed
TC
875
Towle & Co
Colorado
– -$24.8M -179,180 Closed
33 34
35
36 37

IWN Hedge Fund Activity: Q1 2023 in Review

869 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q1 2023, worth a combined $7.94B — down 11% from $8.89B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of IWN and 67 opened new positions — a net loss of 40 holders — while 333 trimmed existing stakes and 273 added.

The largest buyer was Victory Capital Management, adding an estimated $94.3M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $227M sold.

  • 869 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q1 2023, down from 932 in Q4 2022.
  • Funds reported $7.94B of iShares Russell 2000 Value ETF stock for Q1 2023, down 11% quarter-over-quarter.
  • 67 funds opened new iShares Russell 2000 Value ETF positions in Q1 2023 and 107 closed out, a net change of -40 holders.
  • The largest iShares Russell 2000 Value ETF buyer in Q1 2023 was Victory Capital Management, an estimated $94.3M added.
  • The largest iShares Russell 2000 Value ETF seller in Q1 2023 was Arete Wealth Advisors, an estimated $227M sold.

Based on aggregated 13F filings for Q1 2023.