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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

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

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
WCM
1051
Westend Capital Management
California
$985 – – –
CWP
1052
Concord Wealth Partners
Virginia
$861 – – –
PMIM
1053
Prudent Man Investment Management
Colorado
$821 +$853 +5 New
DF
1054
Dunhill Financial
United Kingdom
$665 – – –
WAS
1055
Winch Advisory Services
Wisconsin
$664 – – –
BIA
1056
Bell Investment Advisors
California
$657 – – –
SAM
1057
Synergy Asset Management
Washington
$543 +$512 +3 New
NS
1058
NBC Securities
Alabama
$478 -$484K -2,835 -100%
PWMG
1059
Prestige Wealth Management Group
New Jersey
$329 – – –
SV
1060
Starboard Value
New York
– -$226M -1,355,000 Closed
IAIM
1061
International Assets Investment Management
Florida
– -$905 -150,960 Closed
SAS
1062
SMI Advisory Services
Indiana
– -$10.8M -65,470 Closed
QC
1063
Quadrature Capital
United Kingdom
– -$9.2M -55,133 Closed
D.E. Shaw & Co
1064
D.E. Shaw & Co
New York
– -$6.36M -38,149 Closed
Twin Tree Management
1065
Twin Tree Management
Texas
– -$4.51M -26,418 Closed
Capital Fund Management (CFM)
1066
Capital Fund Management (CFM)
France
– -$3.46M -20,750 Closed
KHCM
1067
Kettle Hill Capital Management
New York
– -$2.57M -15,394 Closed
GC
1068
Guggenheim Capital
Illinois
– -$1.58M -9,455 Closed
SG Americas Securities
1069
SG Americas Securities
New York
– -$1.24M -7,451 Closed
HWM
1070
HighMark Wealth Management
Minnesota
– -$858K -5,141 Closed
ONB
1071
Old National Bancorp
Indiana
– -$739K -4,432 Closed
SWA
1072
Stratos Wealth Advisors
Ohio
– -$513K -3,077 Closed
CSPIA
1073
Cary Street Partners Investment Advisory
Virginia
– -$392K -2,350 Closed
FMI
1074
F/M Investments
District of Columbia
– -$348K -2,085 Closed
BIC
1075
Beach Investment Counsel
Pennsylvania
– -$347K -2,080 Closed
41 42
43
44 45

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.