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iShares Russell 2000 Value ETF
IWN

312 hedge funds and large institutions have $16.3B invested in iShares Russell 2000 Value ETF in 2013 Q2 according to their latest regulatory filings, with 312 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

55.84% more ownership

Funds ownership: 0% → 55.84% (+56%)

50% less call options, than puts

Call options by funds: $8.83M | Put options by funds: $17.6M

Holders
312
Holders Change
+312
Holders Change %
–
% of All Funds
10.18%
Holding in Top 10
32
Holding in Top 10 Change
+32
Holding in Top 10 Change %
% of All Funds
1.04%
New
312
Increased
–
Reduced
–
Closed
–
Calls
$8.83M
Puts
$17.6M
Net Calls
-$8.73M
Net Calls Change
-$8.73M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
276
Community Financial System
New York
$113K +$111K +1,315 New
MFBTD
277
MB Financial Bank - Trust Department
Illinois
$100K +$98.9K +1,168 New
BPBT
278
Boston Private Bank & Trust
Massachusetts
$86K +$84.7K +1,000 New
ECAM
279
East Coast Asset Management
Massachusetts
$84K +$82.8K +978 New
PSUF
280
People's United Financial
Connecticut
$69K +$67.8K +800 New
ST
281
Stifel Trust
Missouri
$67K +$65.6K +775 New
KTC
282
Kistler-Tiffany Companies
Pennsylvania
$67K +$65.8K +777 New
WA
283
WFG Advisors
Texas
$63K +$61.7K +728 New
FHC
284
First Horizon Corporation
Tennessee
$47K +$46.2K +545 New
JIC
285
Joel Isaacson & Co
New York
$43K +$42.3K +500 New
EWM
286
Elite Wealth Management
Washington
$34K +$33.9K +400 New
BC
287
Bartlett & Co
Ohio
$32K +$31.8K +375 New
EFSCE
288
Enterprise Financial Services Corp (EFSC)
Missouri
$28K +$27.8K +328 New
HRIA
289
Haberer Registered Investment Advisor
Ohio
$24K +$23.6K +279 New
AIA
290
Alerus Investment Advisors
Minnesota
$22K +$20.3K +240 New
MAS
291
Madden Advisory Services
Florida
$22K +$22K +260 New
TFA
292
Transamerica Financial Advisors
Florida
$21K +$20.3K +240 New
MA
293
MCF Advisors
Kentucky
$20K +$16.5K +195 New
JFGIW
294
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K +$16.9K +200 New
1IC
295
1919 Investment Counsel
Maryland
$16K +$15.2K +180 New
FMII
296
Farmers & Merchants Investments Inc
Nebraska
$15K +$14.3K +169 New
T
297
Thomaspartners
Massachusetts
$15K +$14.7K +173 New
ATC
298
Adirondack Trust Company
New York
$14K +$14K +165 New
BWM
299
Baystate Wealth Management
Massachusetts
$14K +$14.1K +166 New
GF
300
Genworth Financial
Virginia
$11K +$11.2K +132 New
9 10 11
12
13

IWN Hedge Fund Activity: Q2 2013 in Review

312 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q2 2013, worth a combined $16.3B.

Buyers outnumbered sellers: 312 funds opened new IWN positions and 0 closed out — a net gain of 312 holders — while 0 added to existing stakes and 0 trimmed.

  • 312 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $16.3B of iShares Russell 2000 Value ETF stock for Q2 2013.
  • 312 funds opened new iShares Russell 2000 Value ETF positions in Q2 2013 and 0 closed out, a net change of +312 holders.

Based on aggregated 13F filings for Q2 2013.