iShares Russell 2000 Value ETF (IWN)

• Market cap: $12.7B
• 1 day: 0.87%
• 5 days: -5.65%
• 1 month: -5.07%
• 3 months: -2.27%
• 6 months: 9.69%
• Year to date: 6.01%
• 1 year: 7.66%
• 5 years: 27.54%
• 10 years: 61.32%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

354% more call options, than puts

Call options by funds: $156M | Put options by funds: $34.4M

72% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 58

5% more funds holding

Funds holding: 903 [Q2] → 945 (+42) [Q3]

4% more funds holding in top 10

Funds holding in top 10: 23 [Q2] → 24 (+1) [Q3]

0% less capital invested

Capital invested by funds: $9.25B [Q2] → $9.24B (-$13.8M) [Q3]

7.76% less ownership

Funds ownership: 82.31% [Q2] → 74.54% (-7.76%) [Q3]

21% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 344