IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

963 hedge funds and large institutions have $10.2B invested in iShares Russell 2000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 295 increasing their positions, 332 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
963
Holders Change
+85
Holders Change %
+9.68%
% of All Funds
14.12%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.5%
New
150
Increased
295
Reduced
332
Closed
49
Calls
$90.1M
Puts
$94.2M
Net Calls
-$4.06M
Net Calls Change
+$25.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.89B
2
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$214M
3
Goldman Sachs
Goldman Sachs
New York
$229M
4
Bank of America
Bank of America
North Carolina
$907M
5
M&T Bank
M&T Bank
New York
$114M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$15M
2
Corient Private Wealth
Corient Private Wealth
Florida
$21.4M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$55.7M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$187M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$70.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
176
SSI Investment Management
California
$5.04M +$2.02M +12,995 +67%
DSA
177
Droms Strauss Advisors
Missouri
$5.01M -$60.9K -392 -1%
NFC
178
Northeast Financial Consultants
Connecticut
$4.96M +$4.96M +31,923 New
MML Investors Services
179
MML Investors Services
Massachusetts
$4.96M -$194K -1,250 -4%
LSPW
180
Lake Street Private Wealth
Illinois
$4.92M +$97.2K +626 +2%
PAG
181
Private Advisor Group
New Jersey
$4.88M +$461K +2,969 +10%
Cambridge Investment Research Advisors
182
Cambridge Investment Research Advisors
Iowa
$4.86M +$106K +680 +2%
HBCM
183
Heron Bay Capital Management
Michigan
$4.83M +$4.83M +31,091 New
CAM
184
Cresset Asset Management
Illinois
$4.83M -$1.55M -9,954 -24%
XF
185
XML Financial
Maryland
$4.81M +$200K +1,288 +4%
TAM
186
Titleist Asset Management
Texas
$4.73M -$1.55M -9,951 -25%
NWM
187
Northwest Wealth Management
Iowa
$4.71M -$199K -1,283 -4%
TAM
188
Tocqueville Asset Management
New York
$4.65M -$6.99K -45 -0.2%
BCM
189
Bridgeway Capital Management
Texas
$4.54M +$1.41M +9,055 +45%
B
190
Bailard
California
$4.51M -$1.44M -9,299 -24%
Natixis Advisors
191
Natixis Advisors
Massachusetts
$4.49M +$2.75M +17,735 +159%
AWA
192
Archvest Wealth Advisors
California
$4.42M -$332K -2,137 -7%
MAM
193
McLean Asset Management
Virginia
$4.41M +$23.3K +155 +0.5%
WIC
194
Whitegate Investment Counselors
New Hampshire
$4.33M -$61.5K -396 -1%
BF
195
BOK Financial
Oklahoma
$4.16M +$140K +900 +3%
NFW
196
Noble Family Wealth
Florida
$4.14M +$44.6K +287 +1%
VA
197
Verdad Advisers
Massachusetts
$4.04M +$4.04M +26,000 New
Janney Montgomery Scott
198
Janney Montgomery Scott
Pennsylvania
$4.01M +$79.7K +513 +2%
SBH
199
Segall Bryant & Hamill
Illinois
$4M -$4.87M -31,350 -55%
PFBT
200
Parkside Financial Bank & Trust
Missouri
$3.95M -$82.5K -531 -2%
6 7
8
9 10