IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

328 hedge funds and large institutions have $3.31B invested in iShares Russell 2000 Value ETF in 2013 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 118 increasing their positions, 107 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+16
Holders Change %
+5.13%
% of All Funds
10.64%
Holding in Top 10
27
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.63%
% of All Funds
0.88%
New
48
Increased
118
Reduced
107
Closed
26
Calls
$44M
Puts
$37.7M
Net Calls
+$6.27M
Net Calls Change
+$15M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$227M
2
CC
Curian Capital
Colorado
$148M
3
Wells Fargo
Wells Fargo
California
$166M
4
NSCM
New South Capital Management
Tennessee
$63.4M
5
Bank of America
Bank of America
North Carolina
$327M

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
$1.44M
2
TRCT
Tower Research Capital (TRC)
New York
$6.51M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$0
4
SI
Stephens Inc
Arkansas
$48M
5
WF
WealthTrust Fairport
Ohio
$808K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
276
Steward Capital Management
Michigan
$226K +$2.29K +25 +1%
AIS
277
American Investment Services
Massachusetts
$220K -$63.3K -690 -22%
LWCFA
278
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$218K -$9.15K -100 -4%
Mariner
279
Mariner
Kansas
$218K -$7.14K -78 -3%
FHB
280
First Hawaiian Bank
Hawaii
$214K – – –
MCC
281
Mid Continent Capital
Illinois
$214K – – –
PTC
282
Private Trust Company
Ohio
$211K -$1.25M -13,608 -86%
WCM
283
Wealthcare Capital Management
Virginia
$209K -$1.38K -15 -0.7%
CFB
284
Cullen/Frost Bankers
Texas
$205K +$205K +2,245 New
CWM
285
Concert Wealth Management
California
$204K +$204K +2,238 New
MCM
286
Manchester Capital Management
Vermont
$196K +$15.1K +165 +8%
FANJ
287
Financial Architects (New Jersey)
New Jersey
$186K – – –
EK
288
Evensky & Katz
Florida
$177K +$14.3K +156 +9%
MBT
289
Monroe Bank & Trust
Michigan
$174K – – –
M&T Bank
290
M&T Bank
New York
$146K +$18.9K +206 +15%
STC
291
SEI Trust Company
Pennsylvania
$137K +$137K +1,500 New
RNS
292
Robert N. Shapiro
$134K -$64K -700 -32%
ST
293
Smithfield Trust
Pennsylvania
$123K – – –
AC
294
Alexandria Capital
Virginia
$114K -$25.7K -279 -18%
MFBTD
295
MB Financial Bank - Trust Department
Illinois
$107K – – –
WA
296
Waverly Advisors
Alabama
$102K +$102K +1,114 New
BPBT
297
Boston Private Bank & Trust
Massachusetts
$92K – – –
CFS
298
Community Financial System
New York
$85K -$35.2K -385 -29%
LIA
299
LS Investment Advisors
Michigan
$78K -$1.54M -16,825 -95%
WA
300
WFG Advisors
Texas
$77K +$10.1K +110 +15%
10 11
12
13 14