IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

929 hedge funds and large institutions have $8.89B invested in iShares Russell 2000 Value ETF in 2022 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 312 increasing their positions, 282 reducing their positions, and 50 closing their positions.

Holders
929
Holders Change
+94
Holders Change %
+11.26%
% of All Funds
14.99%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
0.77%
New
161
Increased
312
Reduced
282
Closed
50
Calls
$16.5M
Puts
$84.4M
Net Calls
-$67.9M
Net Calls Change
+$118M

Top Buyers

1
CCWM
1
Cassaday & Co Wealth Management
Virginia
$66.2M
2
B
2
Bailard
California
$57.3M
3
SV
3
Starboard Value
New York
$125M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$68.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$47.1M

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$107M
2
FWI
2
Facet Wealth Inc
Maryland
$41.6M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$120M
5
Goldman Sachs
5
Goldman Sachs
New York
$163M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$958M 6,905,905 -208,503 -3%
Bank of America
2
Bank of America
North Carolina
$862M 6,212,849 -10,714 -0.2%
TF
3
TIAA FSB
Florida
$382M 2,754,948 -41,656 -1%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$275M 1,980,616 +36,677 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$271M 1,955,121 +157,566 +9%
AWA
6
Arete Wealth Advisors
Illinois
$227M 1,638 +80 +5%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$195M 1,407,803 +166,486 +13%
Wells Fargo
8
Wells Fargo
California
$192M 1,384,979 +185,373 +15%
UBS Group
9
UBS Group
Switzerland
$172M 1,240,905 -72,413 -6%
Goldman Sachs
10
Goldman Sachs
New York
$163M 1,178,933 -210,051 -15%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$158M 1,141,843 +34,928 +3%
Betterment LLC
12
Betterment LLC
New York
$154M 1,108,236 -151,789 -12%
JRP
13
Jasper Ridge Partners
California
$132M 953,880 +179,574 +23%
DADC
14
D.A. Davidson & Co
Montana
$131M 944,160 +24,584 +3%
SV
15
Starboard Value
New York
$125M 900,000 +300,000 +50%
Northern Trust
16
Northern Trust
Illinois
$122M 878,366 +34,598 +4%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$120M 863,984 -356,189 -29%
APF
18
Alaska Permanent Fund
Alaska
$107M 772,060 -1,798,987 -70%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$94M 677,514 -32,354 -5%
LPL Financial
20
LPL Financial
California
$93.2M 672,372 +8,941 +1%
US Bancorp
21
US Bancorp
Minnesota
$91M 656,142 +117,756 +22%
M&T Bank
22
M&T Bank
New York
$87M 627,300 -2,742 -0.4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$86.2M 621,956 -24,238 -4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$78.7M 567,656 -15,418 -3%
APP
25
Avantax Planning Partners
Iowa
$72.7M 524,175 -1,255 -0.2%
1
2 3 4 5