iShares Russell 2000 Value ETF
977 hedge funds and large institutions have $9.28B invested in iShares Russell 2000 Value ETF in 2024 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 279 increasing their positions, 352 reducing their positions, and 46 closing their positions.
354% more call options, than puts
Call options by funds: $156M | Put options by funds: $34.4M
126% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 46
9% more capital invested
Capital invested by funds: $8.53B → $9.28B (+$745M)
5% more funds holding
Funds holding: 930 → 977 (+47)
4% more funds holding in top 10
Funds holding in top 10: 25 → 26 (+1)
1.14% less ownership
Funds ownership: 75.19% → 74.05% (-1.1%)
21% less repeat investments, than reductions
Existing positions increased: 279 | Existing positions reduced: 352
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$101M |
| 2 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
+$91.8M |
| 3 |
B
Bailard
Foster City,
California
|
+$73.1M |
| 4 |
Morgan Stanley
New York
|
+$45.3M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$32.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
|
-$110M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$70.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$56.5M |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
-$56M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$51.1M |
IWN Hedge Fund Activity: Q3 2024 in Review
977 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q3 2024, worth a combined $9.28B — up 8.7% from $8.53B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new IWN positions and 46 closed out — a net gain of 58 holders — while 279 added to existing stakes and 352 trimmed.
The largest buyer was Vaughan Nelson Investment Management, adding an estimated $101M. The largest seller was State Board of Administration of Florida Retirement System, exiting entirely with an estimated $110M sold.
- 977 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q3 2024, up from 930 in Q2 2024.
- Funds reported $9.28B of iShares Russell 2000 Value ETF stock for Q3 2024, up 8.7% quarter-over-quarter.
- 104 funds opened new iShares Russell 2000 Value ETF positions in Q3 2024 and 46 closed out, a net change of +58 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q3 2024 was Vaughan Nelson Investment Management, an estimated $101M added.
- The largest iShares Russell 2000 Value ETF seller in Q3 2024 was State Board of Administration of Florida Retirement System, an estimated $110M sold.
Based on aggregated 13F filings for Q3 2024.