IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

965 hedge funds and large institutions have $9.26B invested in iShares Russell 2000 Value ETF in 2024 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 275 increasing their positions, 350 reducing their positions, and 45 closing their positions.

Holders
965
Holders Change
+48
Holders Change %
+5.23%
% of All Funds
13.96%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.36%
New
104
Increased
275
Reduced
350
Closed
45
Calls
$156M
Puts
$34.4M
Net Calls
+$122M
Net Calls Change
+$101M

Top Buyers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$111M
2
APF
2
Alaska Permanent Fund
Alaska
$236M
3
B
3
Bailard
California
$84.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$866M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$44.2M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$806K
2
State Board of Administration of Florida Retirement System
2
State Board of Administration of Florida Retirement System
Florida
$0
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
Bank of America
4
Bank of America
North Carolina
$1.05B
5
Wolverine Trading
5
Wolverine Trading
Illinois
$1.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.05B 6,318,138 -347,829 -5%
Morgan Stanley
2
Morgan Stanley
New York
$866M 5,190,896 +278,857 +6%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$456M 2,732,711 +98,082 +4%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$430M 2,584,653 +107,413 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$330M 1,975,810 +19,920 +1%
APF
6
Alaska Permanent Fund
Alaska
$236M 1,414,873 +564,826 +66%
SV
7
Starboard Value
New York
$226M 1,355,000 +75,000 +6%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$200M 1,199,444 +6,684 +0.6%
M&T Bank
9
M&T Bank
New York
$193M 1,154,299 +196,988 +21%
Goldman Sachs
10
Goldman Sachs
New York
$181M 1,083,119 -18,335 -2%
DADC
11
D.A. Davidson & Co
Montana
$175M 1,049,996 +15,867 +2%
LPL Financial
12
LPL Financial
California
$169M 1,013,108 +192,439 +23%
UBS Group
13
UBS Group
Switzerland
$167M 1,002,484 -15,339 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$156M 932,468 -106,310 -10%
Betterment LLC
15
Betterment LLC
New York
$145M 869,731 -23,774 -3%
Wells Fargo
16
Wells Fargo
California
$144M 864,974 -43,538 -5%
US Bancorp
17
US Bancorp
Minnesota
$121M 723,575 -41,911 -5%
Charles Schwab
18
Charles Schwab
California
$114M 686,051 +17,051 +3%
VNIM
19
Vaughan Nelson Investment Management
Texas
$111M 665,455 +622,725 +1,457%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$105M 632,207 +70,123 +12%
Northern Trust
21
Northern Trust
Illinois
$102M 613,647 -17,188 -3%
CCWM
22
Cassaday & Co Wealth Management
Virginia
$98.9M 593,076 +13,309 +2%
B
23
Bailard
California
$84.6M 506,937 +449,917 +789%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$78.5M 470,337 +20,441 +5%
FWI
25
Facet Wealth Inc
Maryland
$73.8M 448,983 +27,316 +6%
1
2 3 4 5