IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

847 hedge funds and large institutions have $12.1B invested in iShares Russell 2000 Value ETF in 2021 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 297 increasing their positions, 278 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+18
Holders Change %
+2.17%
% of All Funds
14.79%
Holding in Top 10
56
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.98%
New
86
Increased
297
Reduced
278
Closed
56
Calls
$58.2M
Puts
$116M
Net Calls
-$57.7M
Net Calls Change
-$67.9M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$564M
2
SRA
Summit Rock Advisors
New York
$119M
3
TF
TIAA FSB
Florida
$559M
4
CA
CSM Advisors
Pennsylvania
$79M
5
Bank of America
Bank of America
North Carolina
$1.27B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.18B
2
APF
Alaska Permanent Fund
Alaska
$203M
3
SMM
Stadion Money Management
Georgia
$0
4
Truist Financial
Truist Financial
North Carolina
$60.2M
5
Man Group
Man Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
151
Buckingham Strategic Wealth
Missouri
$7.97M -$515K -3,104 -6%
SC
152
Sierra Capital
Florida
$7.96M +$407K +2,456 +5%
RCP
153
Rothschild Capital Partners
New York
$7.95M -$290K -1,750 -4%
IFO
154
Independent Family Office
New York
$7.83M -$60.3K -364 -0.8%
PSUF
155
People's United Financial
Connecticut
$7.75M +$503K +3,036 +7%
RWG
156
Regal Wealth Group
California
$7.53M +$1.91M +11,492 +34%
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$7.29M +$386K +2,328 +6%
RA
158
Royce & Associates
New York
$7.26M -$630K -3,800 -8%
HW
159
Hancock Whitney
Mississippi
$7.22M -$75.9K -458 -1%
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$7.21M +$617K +3,724 +9%
SAS
161
SMI Advisory Services
Indiana
$7.15M +$416K +2,509 +6%
AssetMark Inc
162
AssetMark Inc
California
$7.04M +$1.08M +6,494 +18%
WCA
163
Windsor Creek Advisors
Vermont
$7M -$3.49M -21,062 -33%
MAM
164
MMA Asset Management
Pennsylvania
$6.94M +$170K +1,028 +3%
SAM
165
Silvercrest Asset Management
New York
$6.78M +$731K +4,409 +12%
PFBT
166
Parkside Financial Bank & Trust
Missouri
$6.77M -$131K -792 -2%
TRCT
167
Tower Research Capital (TRC)
New York
$6.72M +$5.65M +34,075 +528%
FWM
168
FSA Wealth Management
Massachusetts
$6.72M -$339K -2,047 -5%
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
$6.59M -$2.27M -13,667 -26%
NWM
170
Northwest Wealth Management
Iowa
$6.58M -$48.6K -293 -0.7%
CCP
171
Corient Capital Partners
California
$6.43M -$143K -865 -2%
DSA
172
Droms Strauss Advisors
Missouri
$6.3M -$554K -3,344 -8%
HFG
173
Heron Financial Group
New York
$6.26M -$326K -1,968 -5%
WA
174
Waverly Advisors
Alabama
$6.02M -$94.1K -583 -2%
BCIM
175
Bishop & Co Investment Management
Pennsylvania
$5.95M -$411K -2,482 -6%
5 6
7
8 9