IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

1,043 hedge funds and large institutions have $9.15B invested in iShares Russell 2000 Value ETF in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 323 increasing their positions, 319 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
+78
Holders Change %
+8.08%
% of All Funds
13.89%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.33%
New
155
Increased
323
Reduced
319
Closed
52
Calls
$89.5M
Puts
$24.4M
Net Calls
+$65.1M
Net Calls Change
-$57M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.1B
2
Morgan Stanley
2
Morgan Stanley
New York
$900M
3
Victory Capital Management
3
Victory Capital Management
Texas
$88.3M
4
Wells Fargo
4
Wells Fargo
California
$167M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$42.8M

Top Sellers

1
SV
1
Starboard Value
New York
$0
2
ECG
2
Edge Capital Group
Georgia
$937K
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$8.78M
4
US Bancorp
4
US Bancorp
Minnesota
$63.7M
5
FWI
5
Facet Wealth Inc
Maryland
$43.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FT
76
Fiduciary Trust
Massachusetts
$17.5M -$148K -901 -0.8%
SC
77
Savant Capital
Illinois
$17.2M -$494K -3,009 -3%
ZF
78
Zhang Financial
Michigan
$16.9M -$299K -1,823 -2%
Fuller & Thaler Asset Management
79
Fuller & Thaler Asset Management
California
$16.8M +$10.4M +63,120 +161%
SI
80
Stephens Inc
Arkansas
$16.4M +$1.05M +6,380 +7%
AQR Capital Management
81
AQR Capital Management
Connecticut
$16.2M +$16.2M +98,982 New
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$15.8M -$354K -2,158 -2%
SAM
83
Silvercrest Asset Management
New York
$15.8M +$4.4M +26,817 +39%
LI
84
LHM Inc
Utah
$15.7M +$15.7M +95,768 New
Baird Financial Group
85
Baird Financial Group
Wisconsin
$15.7M -$255K -1,553 -2%
Prudential Financial
86
Prudential Financial
New Jersey
$15.5M -$2.84M -17,276 -15%
MGIA
87
Moneta Group Investment Advisors
Missouri
$15.5M -$632K -3,849 -4%
PIA
88
Powell Investment Advisors
Florida
$15.3M +$284K +1,728 +2%
SW
89
SVB Wealth
Massachusetts
$15.3M +$15.3M +93,315 New
TSW
90
Thompson Siegel & Walmsley
Virginia
$15.3M +$2.08M +12,648 +16%
WA
91
Waverly Advisors
Alabama
$15M +$1.33M +8,089 +10%
CP
92
Covenant Partners
Tennessee
$14.9M -$877K -5,339 -6%
SF
93
Synovus Financial
Georgia
$14.9M +$83.2K +507 +0.6%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$14.8M +$2.43M +14,816 +20%
AL
95
Aspiriant LLC
California
$14.1M +$257K +1,564 +2%
AllianceBernstein
96
AllianceBernstein
Tennessee
$13.7M +$302K +1,841 +2%
PFA
97
Pure Financial Advisors
California
$13.4M +$2.25M +13,691 +20%
Osaic Holdings
98
Osaic Holdings
Arizona
$12.9M +$1.28M +7,809 +11%
Neuberger Berman Group
99
Neuberger Berman Group
New York
$12.7M +$11.5M +69,784 +890%
Barclays
100
Barclays
United Kingdom
$12.7M +$9.17M +55,851 +259%
2 3
4
5 6