IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

633 hedge funds and large institutions have $5.59B invested in iShares Russell 2000 Value ETF in 2020 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 186 increasing their positions, 256 reducing their positions, and 55 closing their positions.

Holders
633
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
12.81%
Holding in Top 10
32
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+23.08%
% of All Funds
0.65%
New
65
Increased
186
Reduced
256
Closed
55
Calls
$36.2M
Puts
$61.5M
Net Calls
-$25.4M
Net Calls Change
+$1.57B

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$445M
2
SV
2
Starboard Value
New York
$96.9M
3
Bank of America
3
Bank of America
North Carolina
$341M
4
SCM
4
Shapiro Capital Management
Georgia
$38.8M
5
AAP
5
Arax Advisory Partners
Colorado
$24.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$650M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
3
Wells Fargo
3
Wells Fargo
California
$127M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$6.36M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$479M
Name Market Value Shares Shares
Change 		Shares
Change %
Calamos Advisors
76
Calamos Advisors
Illinois
$9.33M 93,905 – –
MGIA
77
Moneta Group Investment Advisors
Missouri
$9.29M 93,537 +7,050 +8%
CDIA
78
Capital Directions Investment Advisors
Georgia
$9.28M 93,447 -1,436 -2%
FAM
79
Flaharty Asset Management
Florida
$8.9M 89,578 +8,176 +10%
Citigroup
80
Citigroup
New York
$8.75M 88,130 -56,479 -39%
AA
81
AlphaMark Advisors
Kentucky
$8.73M 87,886 – –
RM
82
Resource Management
Louisiana
$8.6M 86,544 -37,546 -30%
DC
83
Derby & Company
Massachusetts
$8.58M 86,394 +86,394 New
TRCT
84
Tower Research Capital (TRC)
New York
$8.52M 85,809 +40,068 +88%
AI
85
Ariel Investments
Illinois
$8.39M 84,510 +33,856 +67%
CP
86
Covenant Partners
Tennessee
$8.22M 82,787 -509 -0.6%
GW
87
GW & Wade
Massachusetts
$8.09M 81,439 -12,571 -13%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$8.06M 81,129 +15,948 +24%
CWM
89
Concentric Wealth Management
California
$7.91M 79,658 +786 +1%
Squarepoint
90
Squarepoint
New York
$7.85M 78,977 +6,215 +9%
PMAM
91
Picton Mahoney Asset Management
Ontario, Canada
$7.76M 78,165 +47,215 +153%
IFA
92
Interactive Financial Advisors
Illinois
$7.59M 76,372 -887 -1%
JPMPWA
93
J.P. Morgan Private Wealth Advisors
California
$7.51M 75,557 +2,334 +3%
MML Investors Services
94
MML Investors Services
Massachusetts
$7.49M 75,426 -6,596 -8%
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$7.28M 73,289 -10,609 -13%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$7.2M 72,482 -8,587 -11%
PIA
97
Powell Investment Advisors
Florida
$7.12M 71,628 +8,826 +14%
MCM
98
Moore Capital Management
New York
$6.95M 70,000 +70,000 New
LFWA
99
LBJ Family Wealth Advisors
Texas
$6.92M 69,705 +390 +0.6%
TC
100
Telemus Capital
Michigan
$6.84M 63,264 +998 +2%
2 3
4
5 6