We are live on ! Find out more
IWN icon

iShares Russell 2000 Value ETF
IWN

928 hedge funds and large institutions have $8.53B invested in iShares Russell 2000 Value ETF in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 270 increasing their positions, 348 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $42.7M | Put options by funds: $21.3M

3.59% more ownership

Funds ownership: 72.7% → 76.29% (+3.6%)

9% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 87

3% less funds holding

Funds holding: 952 → 928 (-24)

6% less capital invested

Capital invested by funds: $9.1B → $8.53B (-$573M)

7% less funds holding in top 10

Funds holding in top 10: 27 → 25 (-2)

22% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 348

Holders
928
Holders Change
-24
Holders Change %
-2.52%
% of All Funds
13.4%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.36%
New
79
Increased
270
Reduced
348
Closed
87
Calls
$42.7M
Puts
$21.3M
Net Calls
+$21.4M
Net Calls Change
-$12.6M

Top Buyers

1
SFC
Strategic Financial Concepts
Texas
+$127M
2
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
+$110M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$71M
4
Bank of America
Bank of America
North Carolina
+$64.5M
5
Wolverine Trading
Wolverine Trading
Illinois
+$54.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$177M
2
B
Bailard
California
-$66M
3
SV
Starboard Value
New York
-$65M
4
Goldman Sachs
Goldman Sachs
New York
-$38.4M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$38.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
976
Wedbush Securities
California
– -$213K -1,340 Closed
9WM
977
9258 Wealth Management
Ohio
– -$206K -1,295 Closed
WHCFA
978
William Howard & Co Financial Advisors
Tennessee
– -$205K -1,289 Closed
AWM
979
Accel Wealth Management
Iowa
– -$204K -1,285 Closed
REMPR
980
Roof Eidam Maycock Peralta (REMP)
California
– -$204K -1,283 Closed
WTFG
981
Wells Trecaso Financial Group
Ohio
– -$203K -1,277 Closed
GFS
982
GYL Financial Synergies
Connecticut
– -$202K -1,274 Closed
PIFP
983
Partners in Financial Planning
Virginia
– -$202K -1,270 Closed
PGA
984
Portland Global Advisors
Maine
– -$202K -1,269 Closed
PA
985
Parkside Advisors
California
– -$201K -1,267 Closed
NCM
986
NCM Capital Management
New Jersey
– -$200K -1,262 Closed
IGWM
987
ICA Group Wealth Management
Colorado
– -$133K -840 Closed
PCG
988
PFC Capital Group
California
– -$111K -700 Closed
CWM
989
CarsonAllaria Wealth Management
Illinois
– -$98.1K -618 Closed
TWP
990
TFO Wealth Partners
Ohio
– -$89K -560 Closed
CBT
991
CoreFirst Bank & Trust
Kansas
– -$83.4K -525 Closed
HH
992
Hilltop Holdings
Texas
– -$76.4K -481 Closed
BCV
993
Banque Cantonale Vaudoise
Switzerland
– -$71K -446 Closed
FFWM
994
Future Financial Wealth Management
Ohio
– -$47.6K -300 Closed
T
995
Tidemark
California
– -$46.8K -295 Closed
LF
996
LifeSteps Financial
California
– -$40.5K -255 Closed
PCMC
997
Private Capital Management (Colorado)
Colorado
– -$38.8K -245 Closed
WAM
998
Wolverine Asset Management
Illinois
– -$31.8K -200 Closed
CA
999
CoreCap Advisors
Michigan
– -$28.7K -181 Closed
NCM
1000
Northwest Capital Management
Oregon
– -$28.6K -180 Closed
37 38 39
40
41

IWN Hedge Fund Activity: Q2 2024 in Review

928 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q2 2024, worth a combined $8.53B — down 6.3% from $9.1B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of IWN and 79 opened new positions — a net loss of 8 holders — while 348 trimmed existing stakes and 270 added.

The largest buyer was Strategic Financial Concepts, adding an estimated $127M. The largest seller was Morgan Stanley, cutting an estimated $177M.

  • 928 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q2 2024, down from 952 in Q1 2024.
  • Funds reported $8.53B of iShares Russell 2000 Value ETF stock for Q2 2024, down 6.3% quarter-over-quarter.
  • 79 funds opened new iShares Russell 2000 Value ETF positions in Q2 2024 and 87 closed out, a net change of -8 holders.
  • The largest iShares Russell 2000 Value ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $127M added.
  • The largest iShares Russell 2000 Value ETF seller in Q2 2024 was Morgan Stanley, an estimated $177M sold.

Based on aggregated 13F filings for Q2 2024.