iShares Russell 2000 Value ETF
429 hedge funds and large institutions have $3.29B invested in iShares Russell 2000 Value ETF in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 128 increasing their positions, 170 reducing their positions, and 30 closing their positions.
30% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 30
2% more funds holding
Funds holding: 422 → 429 (+7)
2% more capital invested
Capital invested by funds: $3.24B → $3.29B (+$51.1M)
0.94% more ownership
Funds ownership: 56.26% → 57.2% (+0.94%)
3% less funds holding in top 10
Funds holding in top 10: 31 → 30 (-1)
25% less repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 170
83% less call options, than puts
Call options by funds: $3.76M | Put options by funds: $22.5M
Top Buyers
Top Sellers
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$101M |
| 2 |
LPL Financial
San Diego,
California
|
-$64M |
| 3 |
Goldman Sachs
New York
|
-$34.2M |
| 4 |
Citigroup
New York
|
-$31.9M |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
-$26.1M |
IWN Hedge Fund Activity: Q2 2016 in Review
429 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q2 2016, worth a combined $3.29B — up 1.6% from $3.24B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new IWN positions and 30 closed out — a net gain of 9 holders — while 128 added to existing stakes and 170 trimmed.
The largest buyer was Macquarie Group, opening a new position worth an estimated $111M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $101M.
- 429 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q2 2016, up from 422 in Q1 2016.
- Funds reported $3.29B of iShares Russell 2000 Value ETF stock for Q2 2016, up 1.6% quarter-over-quarter.
- 39 funds opened new iShares Russell 2000 Value ETF positions in Q2 2016 and 30 closed out, a net change of +9 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q2 2016 was Macquarie Group, an estimated $111M added.
- The largest iShares Russell 2000 Value ETF seller in Q2 2016 was Vaughan Nelson Investment Management, an estimated $101M sold.
Based on aggregated 13F filings for Q2 2016.