iShares Russell 2000 Value ETF
362 hedge funds and large institutions have $3.39B invested in iShares Russell 2000 Value ETF in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 127 increasing their positions, 130 reducing their positions, and 35 closing their positions.
55% more call options, than puts
Call options by funds: $30.6M | Put options by funds: $19.8M
0% less capital invested
Capital invested by funds: $3.4B → $3.39B (-$7.13M)
2% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 130
3% less funds holding
Funds holding: 374 → 362 (-12)
7.54% less ownership
Funds ownership: 56.94% → 49.4% (-7.5%)
10% less funds holding in top 10
Funds holding in top 10: 29 → 26 (-3)
29% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 35
Top Buyers
| 1 |
Citigroup
New York
|
+$34.7M |
| 2 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$25.2M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$12.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$12.1M |
| 5 |
HHC
Hutchin Hill Capital
New York
|
+$10.3M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$55.1M |
| 2 |
MCM
Munder Capital Management
Birmingham,
Michigan
|
-$22.7M |
| 3 |
New York State Common Retirement Fund
Albany,
New York
|
-$17.6M |
| 4 |
X
Xponance
Philadelphia,
Pennsylvania
|
-$17.6M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$14.4M |
IWN Hedge Fund Activity: Q2 2014 in Review
362 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q2 2014, worth a combined $3.39B — down 0.21% from $3.4B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of IWN and 25 opened new positions — a net loss of 10 holders — while 130 trimmed existing stakes and 127 added.
The largest buyer was Citigroup, adding an estimated $34.7M. The largest seller was Goldman Sachs, cutting an estimated $55.1M.
- 362 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q2 2014, down from 374 in Q1 2014.
- Funds reported $3.39B of iShares Russell 2000 Value ETF stock for Q2 2014, down 0.21% quarter-over-quarter.
- 25 funds opened new iShares Russell 2000 Value ETF positions in Q2 2014 and 35 closed out, a net change of -10 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q2 2014 was Citigroup, an estimated $34.7M added.
- The largest iShares Russell 2000 Value ETF seller in Q2 2014 was Goldman Sachs, an estimated $55.1M sold.
Based on aggregated 13F filings for Q2 2014.