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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
Federated Hermes
301
Federated Hermes
Pennsylvania
$8K +$7.96K +94 New
AA
302
AlphaMark Advisors
Kentucky
$8K +$8.13K +96 New
QAM
303
QCI Asset Management
New York
$7K +$6.52K +77 New
ARMC
304
American Research & Management Company
Massachusetts
$7K +$6.78K +80 New
SHWM
305
Smith & Howard Wealth Management
Georgia
$6K +$6.27K +74 New
M
306
MOTCO
Texas
$6K +$6.35K +75 New
BWFA
307
Baltimore-Washington Financial Advisors
Maryland
$4K +$4.24K +50 New
CCT
308
Capital City Trust
Florida
$4K +$4.24K +50 New
PFO
309
Pathstone Family Office
New Jersey
$4K +$4.57K +54 New
PG
310
PEAK6 Group
Illinois
$3.37K +$3.32M +39,172 New
SPL
311
Smart Portfolios LLC
Washington
$3.04K +$2.96K +35 New
JFA
312
JNBA Financial Advisors
Minnesota
$2K +$1.78K +21 New
FNBOO
313
First National Bank of Omaha
Nebraska
$1.72K +$1.7M +20,030 New
DAC
314
Dividend Assets Capital
South Carolina
– +$254 +3 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.