IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

963 hedge funds and large institutions have $10.2B invested in iShares Russell 2000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 295 increasing their positions, 332 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
963
Holders Change
+85
Holders Change %
+9.68%
% of All Funds
14.12%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.5%
New
150
Increased
295
Reduced
332
Closed
49
Calls
$90.1M
Puts
$94.2M
Net Calls
-$4.06M
Net Calls Change
+$25.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.89B
2
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$214M
3
Goldman Sachs
Goldman Sachs
New York
$229M
4
Bank of America
Bank of America
North Carolina
$907M
5
M&T Bank
M&T Bank
New York
$114M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$15M
2
Corient Private Wealth
Corient Private Wealth
Florida
$21.4M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$55.7M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$187M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$70.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
901
Institutional & Family Asset Management
Colorado
$14.5K +$156 +1 +1%
ACA
902
Aptus Capital Advisors
Alabama
$14.1K -$3.26K -21 -19%
GI
903
Gradient Investments
Minnesota
$13.2K – – –
1832 Asset Management
904
1832 Asset Management
Ontario, Canada
$13K – – –
MIA
905
Milestone Investment Advisors
Wisconsin
$11.8K – – –
SIC
906
Salem Investment Counselors
North Carolina
$11.7K – – –
NRG
907
Nemes Rush Group
Michigan
$11.1K – – –
PP
908
Pacifica Partners
Canada
$11K – – –
BFEC
909
Benjamin F. Edwards & Company
Missouri
$11K – – –
RFA
910
Register Financial Advisors
Georgia
$10.9K – – –
MBFW
911
Morton Brown Family Wealth
Pennsylvania
$10.9K – – –
TCWA
912
Turtle Creek Wealth Advisors
Texas
$10.9K +$10.9K +70 New
FG
913
Fairman Group
Pennsylvania
$10.8K +$10.8K +69 New
EBA
914
Eagle Bay Advisors
New York
$10.3K +$2.8K +18 +38%
FCMT
915
Founders Capital Management (Texas)
Texas
$10.3K +$10.3K +66 New
CBT
916
Central Bank & Trust
Kentucky
$10.1K – – –
OAJ
917
Ogorek Anthony Joseph
New York
$10K +$10K +65 New
FFA
918
Founders Financial Alliance
North Carolina
$9.82K -$1.4K -9 -13%
CIAS
919
Capital Investment Advisory Services
North Carolina
$9.48K – – –
RPCA
920
Running Point Capital Advisors
California
$9.32K – – –
OP
921
ORG Partners
Indiana
$9.01K +$9.01K +58 New
HGERS
922
Householder Group Estate & Retirement Specialist
Arizona
$9K -$9.71K -68 -52%
RDIA
923
RE Dickinson Investment Advisors
Iowa
$9K – – –
AWM
924
Activest Wealth Management
Florida
$8.87K +$156 +1 +2%
FGAM
925
Financial Gravity Asset Management
Texas
$8.7K +$8.7K +56 New
35 36
37
38 39