IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

738 hedge funds and large institutions have $6.49B invested in iShares Russell 2000 Value ETF in 2019 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 235 increasing their positions, 230 reducing their positions, and 37 closing their positions.

Holders
738
Holders Change
+88
Holders Change %
+13.54%
% of All Funds
14.57%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.83%
New
134
Increased
235
Reduced
230
Closed
37
Calls
$17.3M
Puts
$11M
Net Calls
+$6.33M
Net Calls Change
-$102M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$514M
2
B
2
Bailard
California
$61.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$49.7M
4
Truist Financial
4
Truist Financial
North Carolina
$52.4M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$442M

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$0
2
SV
2
Starboard Value
New York
$125M
3
SGAM
3
Stephens Group Asset Management
Arkansas
$64M
4
JRP
4
Jasper Ridge Partners
California
$93.4M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$26.4M
Name Market Value Shares Shares
Change 		Shares
Change %
GW
126
GW & Wade
Massachusetts
$6.85M 53,288 +1,442 +3%
BSW
127
Buckingham Strategic Wealth
Missouri
$6.59M 51,245 +26,549 +108%
CCMLC
128
Cardinal Capital Management LLC (Connecticut)
Connecticut
$6.56M 50,999 +45,744 +870%
CIBC Private Wealth Group
129
CIBC Private Wealth Group
Georgia
$6.31M 49,033 +148 +0.3%
CS
130
Credit Suisse
Switzerland
$6.22M 48,376 +48,376 New
PAG
131
Private Advisor Group
New Jersey
$6.18M 48,040 -2,083 -4%
BCM
132
Brookstone Capital Management
Illinois
$6.09M 47,329 +20,536 +77%
WTC
133
WhitTier Trust Company
Nevada
$6.02M 46,789 +5,713 +14%
A
134
AdvicePeriod
California
$6M 46,652 +1,525 +3%
PA
135
Parkside Advisors
California
$5.92M 46,007 -13,221 -22%
JFGIW
136
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.82M 45,275 +350 +0.8%
William Blair & Company
137
William Blair & Company
Illinois
$5.7M 44,315 +5,348 +14%
EVM
138
Eaton Vance Management
Massachusetts
$5.59M 43,453 -5,568 -11%
I
139
IberiaBank
Louisiana
$5.57M 43,304 +11,311 +35%
RA
140
Royce & Associates
New York
$5.56M 43,200 -200 -0.5%
Stifel Financial
141
Stifel Financial
Missouri
$5.54M 42,928 +10,463 +32%
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$5.48M 42,634 +4,061 +11%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$5.37M 41,796 +8,293 +25%
BCM
144
Bridgeway Capital Management
Texas
$5.31M 41,300 – –
TCBWMS
145
Texas Capital Bank Wealth Management Services
Texas
$5.25M 40,804 +40,804 New
HSA
146
HBK Sorce Advisory
Pennsylvania
$5.18M 40,315 -1,195 -3%
EARNEST Partners
147
EARNEST Partners
Georgia
$5.09M 39,597 +39,472 +31,578%
HWA
148
Heritage Wealth Advisors
Virginia
$5.09M 39,588 -1,199 -3%
Jacobs Levy Equity Management
149
Jacobs Levy Equity Management
New Jersey
$5.06M 39,317 +39,317 New
AllianceBernstein
150
AllianceBernstein
Tennessee
$5.02M 39,070 +1,805 +5%
4 5
6
7 8