IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

422 hedge funds and large institutions have $3.24B invested in iShares Russell 2000 Value ETF in 2016 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 139 increasing their positions, 156 reducing their positions, and 42 closing their positions.

Holders
422
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
11.26%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.83%
New
47
Increased
139
Reduced
156
Closed
42
Calls
$7.7M
Puts
$13.2M
Net Calls
-$5.53M
Net Calls Change
-$5.89M

Top Buyers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$113M
2
Goldman Sachs
2
Goldman Sachs
New York
$184M
3
SV
3
Starboard Value
New York
$43.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$20.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$20.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$216M
2
TCT
2
TIAA CREF Trust
Missouri
$308M
3
SB
3
Suntrust Banks
Georgia
$18.5M
4
NSCM
4
New South Capital Management
Tennessee
$13.9M
5
CS
5
Credit Suisse
Switzerland
$8.01M
Name Market Value Shares Shares
Change 		Shares
Change %
MAM
226
Marquette Asset Management
Minnesota
$681K 7,311 – –
PMFA
227
Plante Moran Financial Advisors
Michigan
$670K 7,195 – –
PAI
228
Pittenger & Anderson Inc
Nebraska
$666K 7,150 – –
Janney Montgomery Scott
229
Janney Montgomery Scott
Pennsylvania
$664K 7,124 +489 +7%
FHA
230
First Horizon Advisors
Tennessee
$661K 7,022 +4,541 +183%
TI
231
Truepoint Inc
Ohio
$657K 7,046 -6,404 -48%
HCMT
232
Highland Capital Management (Tennessee)
Tennessee
$654K 7,023 – –
QCG
233
Quadrant Capital Group
Ohio
$654K 7,050 – –
KFA
234
Kelleher Financial Advisors
New York
$653K 7,013 -454 -6%
TF
235
Tompkins Financial
New York
$648K 6,955 -531 -7%
PFM
236
Parsec Financial Management
North Carolina
$624K 6,697 -140 -2%
LNC
237
Lincoln National Corp
Pennsylvania
$624K 6,701 +6,701 New
AAM
238
Autus Asset Management
Arizona
$594K 6,375 +1,075 +20%
CWM
239
Confluence Wealth Management
Oregon
$592K 6,351 +197 +3%
GC
240
Garde Capital
Washington
$586K 6,293 -85 -1%
AAS
241
Annex Advisory Services
Wisconsin
$581K 6,237 -209 -3%
EVM
242
Eaton Vance Management
Massachusetts
$579K 6,212 -2,294 -27%
RCAG
243
Rehmann Capital Advisory Group
Michigan
$574K 6,158 -22 -0.4%
HCM
244
Howland Capital Management
Massachusetts
$570K 6,121 – –
MFW
245
Mosaic Family Wealth
Missouri
$557K 5,981 -809 -12%
Parallax Volatility Advisers
246
Parallax Volatility Advisers
California
$545K 5,854 +5,853 +585,300%
State Street
247
State Street
Massachusetts
$538K 5,770 – –
FWM
248
Frontier Wealth Management
Missouri
$531K 5,698 +6 +0.1%
CAL
249
Capital Analysts LLC
Pennsylvania
$530K 5,690 +340 +6%
QCM
250
Quadrant Capital Management
New Jersey
$525K 5,630 +749 +15%
8 9
10
11 12