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iShares Russell 2000 Value ETF
IWN

1,057 hedge funds and large institutions have $9.16B invested in iShares Russell 2000 Value ETF in 2024 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 325 increasing their positions, 323 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more call options, than puts

Call options by funds: $89.5M | Put options by funds: $24.4M

200% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 53

8% more funds holding

Funds holding: 975 → 1,057 (+82)

1% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 323

0% more funds holding in top 10

Funds holding in top 10: 26 → 26 (0)

1% less capital invested

Capital invested by funds: $9.27B → $9.16B (-$117M)

2.16% less ownership

Funds ownership: 74.23% → 72.07% (-2.2%)

Holders
1,057
Holders Change
+82
Holders Change %
+8.41%
% of All Funds
13.92%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
159
Increased
325
Reduced
323
Closed
53
Calls
$89.5M
Puts
$24.4M
Net Calls
+$65.1M
Net Calls Change
-$57M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$68.1M
2
Morgan Stanley
Morgan Stanley
New York
+$49.9M
3
Victory Capital Management
Victory Capital Management
Texas
+$37.5M
4
Wells Fargo
Wells Fargo
California
+$26.3M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$25.6M

Top Sellers

Rank Fund Capital Flow
1
SV
Starboard Value
New York
-$226M
2
VNIM
Vaughan Nelson Investment Management
Texas
-$104M
3
US Bancorp
US Bancorp
Minnesota
-$57.3M
4
FWI
Facet Wealth Inc
Maryland
-$32.4M
5
APF
Alaska Permanent Fund
Alaska
-$31.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1026
PrairieView Partners
Minnesota
$5K – – –
HCP
1027
Hexagon Capital Partners
Arkansas
$4.76K – – –
BC
1028
Belmont Capital
California
$4.1K – – –
MWA
1029
Medallion Wealth Advisors
Connecticut
$3.94K +$4.1K +24 New
FWM
1030
FLP Wealth Management
Arkansas
$3.78K +$3.92K +23 New
WCAMG
1031
Woodard & Company Asset Management Group
North Carolina
$3.45K +$3.58K +21 New
WAM
1032
WFA Asset Management
Wisconsin
$3.28K +$3.41K +20 New
CA
1033
Continuum Advisory
Idaho
$3.28K -$171 -1 -5%
BCPWM
1034
Bradley & Co Private Wealth Management
Florida
$3.12K +$3.24K +19 New
GTAM
1035
Global Trust Asset Management
Florida
$3.12K +$3.24K +19 New
GPFA
1036
Game Plan Financial Advisors
Ohio
$2.88K -$11.1K -65 -87%
MCA
1037
Maryland Capital Advisors
Maryland
$2.79K – – –
MSWA
1038
Marshall & Sterling Wealth Advisors
New York
$2.63K +$2.73K +16 New
MEG
1039
Millstone Evans Group
Colorado
$2.63K +$2.73K +16 New
BC
1040
Broadwater Capital
Massachusetts
$2.46K – – –
CIM
1041
Contravisory Investment Management
Massachusetts
$2.46K +$2.56K +15 New
NRG
1042
Nemes Rush Group
Michigan
$2.3K -$9.73K -57 -80%
SWC
1043
Spectrum Wealth Counsel
Indiana
$2.13K – – –
T
1044
Transce3nd
Texas
$2.13K +$2.22K +13 New
QC
1045
Quent Capital
New York
$1.81K +$1.88K +11 New
PWM
1046
Provident Wealth Management
Tennessee
$1.81K – – –
KBFS
1047
Kohmann Bosshard Financial Services
Ohio
$1.64K +$1.71K +10 New
MHR
1048
Matthew Hamilton Rosenberg
$1.48K – – –
OA
1049
Operose Advisors
Wisconsin
$1.15K – – –
CAWM
1050
Capital A Wealth Management
Pennsylvania
$1.15K +$1.2K +7 New
40 41
42
43 44

IWN Hedge Fund Activity: Q4 2024 in Review

1,057 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q4 2024, worth a combined $9.16B — down 1.3% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new IWN positions and 53 closed out — a net gain of 106 holders — while 325 added to existing stakes and 323 trimmed.

The largest buyer was Bank of America, adding an estimated $68.1M. The largest seller was Starboard Value, exiting entirely with an estimated $226M sold.

  • 1,057 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q4 2024, up from 975 in Q3 2024.
  • Funds reported $9.16B of iShares Russell 2000 Value ETF stock for Q4 2024, down 1.3% quarter-over-quarter.
  • 159 funds opened new iShares Russell 2000 Value ETF positions in Q4 2024 and 53 closed out, a net change of +106 holders.
  • The largest iShares Russell 2000 Value ETF buyer in Q4 2024 was Bank of America, an estimated $68.1M added.
  • The largest iShares Russell 2000 Value ETF seller in Q4 2024 was Starboard Value, an estimated $226M sold.

Based on aggregated 13F filings for Q4 2024.