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.

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
1
Wells Fargo
California
$564M
2
SRA
2
Summit Rock Advisors
New York
$119M
3
TF
3
TIAA FSB
Florida
$559M
4
CA
4
CSM Advisors
Pennsylvania
$79M
5
NRA
5
NSI Retail Advisors
Pennsylvania
$79M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.18B
2
APF
2
Alaska Permanent Fund
Alaska
$203M
3
SMM
3
Stadion Money Management
Georgia
$0
4
Truist Financial
4
Truist Financial
North Carolina
$60.2M
5
Man Group
5
Man Group
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.27B 7,639,968 +335,257 +5%
Morgan Stanley
2
Morgan Stanley
New York
$1.18B 7,109,558 -968,138 -12%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$743M 4,395,785 -7,826 -0.2%
Wells Fargo
4
Wells Fargo
California
$564M 3,400,979 +1,272,228 +60%
TF
5
TIAA FSB
Florida
$559M 3,374,592 +556,720 +20%
RBA
6
Richard Bernstein Advisors
New York
$311M 1,876,187 +138,921 +8%
AIA
7
Angeles Investment Advisors
California
$306M 1,843,162 +331,462 +22%
Ameriprise
8
Ameriprise
Minnesota
$284M 1,714,008 +271,620 +19%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$273M 1,647,128 +13,369 +0.8%
Goldman Sachs
10
Goldman Sachs
New York
$211M 1,270,094 -105,067 -8%
APF
11
Alaska Permanent Fund
Alaska
$203M 1,223,734 -766,366 -39%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$176M 1,060,548 +33,391 +3%
Betterment LLC
13
Betterment LLC
New York
$175M 1,054,128 -54,936 -5%
UBS Group
14
UBS Group
Switzerland
$171M 1,034,251 +4,977 +0.5%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$164M 989,423 -5,340 -0.5%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$143M 862,447 +9,052 +1%
Northern Trust
17
Northern Trust
Illinois
$139M 837,602 +38,986 +5%
DADC
18
D.A. Davidson & Co
Montana
$134M 808,399 +16,701 +2%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$128M 773,506 -234,959 -23%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$123M 739,306 +56,302 +8%
SRA
21
Summit Rock Advisors
New York
$119M 715,164 +715,164 New
LPL Financial
22
LPL Financial
California
$106M 638,444 +67,899 +12%
M&T Bank
23
M&T Bank
New York
$103M 623,737 -29,356 -4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$97.8M 590,204 -111,592 -16%
CB
25
Commerce Bank
Missouri
$97.5M 588,170 -1,869 -0.3%
1
2 3 4 5