IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

873 hedge funds and large institutions have $8.28B invested in iShares Russell 2000 Value ETF in 2022 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 301 increasing their positions, 296 reducing their positions, and 109 closing their positions.

Holders
873
Holders Change
-39
Holders Change %
-4.28%
% of All Funds
14.76%
Holding in Top 10
42
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.29%
% of All Funds
0.71%
New
79
Increased
301
Reduced
296
Closed
109
Calls
$18.6M
Puts
$412M
Net Calls
-$393M
Net Calls Change
-$697K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.05B
2
ECG
2
Edge Capital Group
Georgia
$33.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$246M
4
AAP
4
Arax Advisory Partners
Colorado
$27.9M
5
Jane Street
5
Jane Street
New York
$28.9M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$268M
2
APF
2
Alaska Permanent Fund
Alaska
$149M
3
TF
3
TIAA FSB
Florida
$378M
4
JHU
4
Johns Hopkins University
Maryland
$4.77M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$7.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
FT
76
Fiduciary Trust
Massachusetts
$17.1M -$50.1K -368 -0.3%
CG
77
Colony Group
Massachusetts
$15.1M +$291K +2,137 +2%
MCWS
78
McKinley Carter Wealth Services
West Virginia
$15M -$5.96M -43,763 -28%
Creative Planning
79
Creative Planning
Kansas
$14.8M +$2.43M +17,847 +20%
MA
80
MUFG Americas
New York
$14.7M +$15.8K +116 +0.1%
AL
81
Aspiriant LLC
California
$14.5M -$308K -2,261 -2%
Neuberger Berman Group
82
Neuberger Berman Group
New York
$14.4M -$54.6M -401,371 -79%
SCM
83
Shapiro Capital Management
Georgia
$14.1M -$1.39M -10,200 -9%
RTS
84
Round Table Services
New Jersey
$14.1M -$237K -1,741 -2%
SF
85
Synovus Financial
Georgia
$13.6M -$98.5K -724 -0.7%
AllianceBernstein
86
AllianceBernstein
Tennessee
$13.6M +$382K +2,804 +3%
PIA
87
Powell Investment Advisors
Florida
$13.2M +$734K +5,391 +6%
National Bank of Canada
88
National Bank of Canada
Quebec, Canada
$12.7M -$19.6K -144 -0.2%
CM
89
Churchill Management
California
$12.6M -$322K -2,363 -2%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$12.3M -$1.71M -12,586 -12%
Capstone Investment Advisors
91
Capstone Investment Advisors
New York
$12.3M +$12.3M +90,133 New
CWM
92
Concentric Wealth Management
California
$12.3M +$346K +2,540 +3%
SCG
93
Sonata Capital Group
Washington
$11.8M -$392K -2,882 -3%
MGIA
94
Moneta Group Investment Advisors
Missouri
$11.7M +$1.95M +14,356 +20%
VNIM
95
Vaughan Nelson Investment Management
Texas
$11.6M -$757K -5,560 -6%
SAM
96
Silvercrest Asset Management
New York
$11.5M +$3.91M +28,714 +52%
CDIA
97
Capital Directions Investment Advisors
Georgia
$11.5M -$18.5K -136 -0.2%
Franklin Resources
98
Franklin Resources
California
$11.5M +$162K +1,193 +1%
CP
99
Covenant Partners
Tennessee
$11.5M +$425K +3,120 +4%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$11.4M +$4.37M +32,099 +62%
2 3
4
5 6