IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

866 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
Holders
866
Holders Change
-63
Holders Change %
-6.78%
% of All Funds
13.86%
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

1
Victory Capital Management
1
Victory Capital Management
Texas
$139M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$203M
3
Goldman Sachs
3
Goldman Sachs
New York
$200M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$33.8M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$65.1M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
Bank of America
2
Bank of America
North Carolina
$747M
3
GHA
3
GW Henssler & Associates
Georgia
$383K
4
EWA
4
EP Wealth Advisors
California
$5.53M
5
B
5
Bailard
California
$4.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
DG
926
DMC Group
Alabama
– -$246K -1,780 Closed
FFG
927
Frisch Financial Group
New York
– -$240K -1,729 Closed
MWM
928
Madison Wealth Management
Ohio
– -$230K -1,656 Closed
AWA
929
Arete Wealth Advisors
Illinois
– -$227M -1,638 Closed
TFCP
930
Twin Focus Capital Partners
Massachusetts
– -$225K -1,621 Closed
IAIM
931
International Assets Investment Management
Florida
– -$221K -1,594 Closed
JWM
932
Jeppson Wealth Management
California
– -$215K -1,547 Closed
TP
933
Tranquility Partners
Tennessee
– -$211K -1,520 Closed
CFS
934
Cannon Financial Strategists
Georgia
– -$210K -1,514 Closed
LWA
935
LWS Wealth Advisors
New Jersey
– -$209K -1,511 Closed
CS
936
Comerica Securities
Michigan
– -$209K -1,505 Closed
GGS
937
Galvin Gaustad & Stein
Arizona
– -$203K -1,467 Closed
IA
938
IFG Advisory
Georgia
– -$202K -1,459 Closed
NG
939
Northstar Group
New York
– -$202K -1,455 Closed
KCM
940
Kanawha Capital Management
Virginia
– -$200K -1,445 Closed
RBC
941
Romano Brothers & Co
Illinois
– -$200K -1,443 Closed
CAS
942
Coppell Advisory Solutions
Texas
– -$185K -1,334 Closed
CASC
943
Coppell Advisory Solutions Corp
Texas
– -$185K -1,334 Closed
Qube Research & Technologies (QRT)
944
Qube Research & Technologies (QRT)
United Kingdom
– -$167K -1,205 Closed
MPCL
945
My Personal CFO LLC
Washington
– -$155K -1,115 Closed
CWM
946
Cranbrook Wealth Management
Michigan
– -$132K -955 Closed
DWP
947
Destiny Wealth Partners
Florida
– -$111K -801 Closed
ACP
948
Arcus Capital Partners
Georgia
– -$95.6K -690 Closed
HH
949
Hilltop Holdings
Texas
– -$80K -577 Closed
RWMH
950
Riverpoint Wealth Management Holdings
Illinois
– -$76.3K -550 Closed
36 37
38
39 40