IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

917 hedge funds and large institutions have $8.52B invested in iShares Russell 2000 Value ETF in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 268 increasing their positions, 348 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
-26
Holders Change %
-2.76%
% of All Funds
13.34%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.35%
New
77
Increased
268
Reduced
348
Closed
87
Calls
$42.7M
Puts
$21.3M
Net Calls
+$21.4M
Net Calls Change
-$12.6M

Top Buyers

1
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$110M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$70.7M
3
Bank of America
Bank of America
North Carolina
$1.02B
4
Wolverine Trading
Wolverine Trading
Illinois
$53.9M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$67M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$748M
2
B
Bailard
California
$8.68M
3
SV
Starboard Value
New York
$195M
4
Goldman Sachs
Goldman Sachs
New York
$168M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$35.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
126
Royce & Associates
New York
$8.56M +$99.5K +653 +1%
WANY
127
Wealthspire Advisors (New York)
New York
$8.52M +$970K +6,366 +13%
MAM
128
MMA Asset Management
Pennsylvania
$8.52M +$103K +675 +1%
EWA
129
EP Wealth Advisors
California
$8.21M +$995K +6,533 +14%
Squarepoint
130
Squarepoint
New York
$8.19M +$8.19M +53,767 New
CAM
131
Cresset Asset Management
Illinois
$8.08M +$1.04M +6,839 +15%
OCM
132
One Capital Management
California
$7.99M -$473K -3,104 -6%
TWC
133
TD Waterhouse Canada
Ontario, Canada
$7.96M +$10.6K +70 +0.1%
CIBC Private Wealth Group
134
CIBC Private Wealth Group
Georgia
$7.96M -$503K -3,331 -6%
Two Sigma Advisers
135
Two Sigma Advisers
New York
$7.74M +$7.74M +50,800 New
KAS
136
Kestra Advisory Services
Texas
$7.61M +$1.03M +7,243 +16%
Stifel Financial
137
Stifel Financial
Missouri
$7.59M -$5.4M -35,429 -42%
PGFC
138
Peapack-Gladstone Financial Corp
New Jersey
$7.28M -$372K -2,444 -5%
MWM
139
Marion Wealth Management
Pennsylvania
$7.04M -$31.2K -205 -0.4%
Citadel Advisors
140
Citadel Advisors
Florida
$6.93M +$6.39M +41,932 +1,183%
ACB
141
Aristotle Capital Boston
Massachusetts
$6.84M -$5.02M -32,969 -42%
BSW
142
Buckingham Strategic Wealth
Missouri
$6.77M -$203K -1,335 -3%
VVP
143
Venture Visionary Partners
Ohio
$6.77M -$8.68K -57 -0.1%
CG
144
Corundum Group
Colorado
$6.76M -$83.6K -549 -1%
TD Asset Management
145
TD Asset Management
Ontario, Canada
$6.71M +$10.7K +70 +0.2%
CWA
146
CM Wealth Advisors
Ohio
$6.54M -$1.48M -9,692 -18%
BCM
147
Brookstone Capital Management
Illinois
$6.53M +$133K +787 +2%
VNIM
148
Vaughan Nelson Investment Management
Texas
$6.51M -$1.1M -7,205 -14%
Capital Fund Management (CFM)
149
Capital Fund Management (CFM)
France
$6.22M +$6.22M +40,850 New
Barclays
150
Barclays
United Kingdom
$5.9M -$5.5M -36,087 -48%
4 5
6
7 8