iShares Russell 2000 Value ETF
930 hedge funds and large institutions have $8.53B invested in iShares Russell 2000 Value ETF in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 271 increasing their positions, 349 reducing their positions, and 87 closing their positions.
100% more call options, than puts
Call options by funds: $42.7M | Put options by funds: $21.3M
2.47% more ownership
Funds ownership: 72.72% → 75.19% (+2.5%)
9% less first-time investments, than exits
New positions opened: 79 | Existing positions closed: 87
3% less funds holding
Funds holding: 954 → 930 (-24)
6% less capital invested
Capital invested by funds: $9.1B → $8.53B (-$573M)
7% less funds holding in top 10
Funds holding in top 10: 27 → 25 (-2)
22% less repeat investments, than reductions
Existing positions increased: 271 | Existing positions reduced: 349
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
|
+$110M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$71M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$64.5M |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
+$54.1M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$32.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$177M |
| 2 |
B
Bailard
Foster City,
California
|
-$66M |
| 3 |
SV
Starboard Value
New York
|
-$65M |
| 4 |
Goldman Sachs
New York
|
-$38.4M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$38.1M |
IWN Hedge Fund Activity: Q2 2024 in Review
930 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q2 2024, worth a combined $8.53B — down 6.3% from $9.1B a quarter earlier.
Sellers outnumbered buyers: 87 funds closed out of IWN and 79 opened new positions — a net loss of 8 holders — while 349 trimmed existing stakes and 271 added.
The largest buyer was State Board of Administration of Florida Retirement System, opening a new position worth an estimated $110M. The largest seller was Morgan Stanley, cutting an estimated $177M.
- 930 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q2 2024, down from 954 in Q1 2024.
- Funds reported $8.53B of iShares Russell 2000 Value ETF stock for Q2 2024, down 6.3% quarter-over-quarter.
- 79 funds opened new iShares Russell 2000 Value ETF positions in Q2 2024 and 87 closed out, a net change of -8 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q2 2024 was State Board of Administration of Florida Retirement System, an estimated $110M added.
- The largest iShares Russell 2000 Value ETF seller in Q2 2024 was Morgan Stanley, an estimated $177M sold.
Based on aggregated 13F filings for Q2 2024.