iShares Russell 2000 Value ETF
603 hedge funds and large institutions have $6.51B invested in iShares Russell 2000 Value ETF in 2018 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 189 increasing their positions, 187 reducing their positions, and 44 closing their positions.
23% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 44
16% more capital invested
Capital invested by funds: $5.6B → $6.51B (+$910M)
9% more funds holding in top 10
Funds holding in top 10: 43 → 47 (+4)
1% more repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 187
1% more funds holding
Funds holding: 599 → 603 (+4)
0.82% less ownership
Funds ownership: 63.99% → 63.17% (-0.82%)
51% less call options, than puts
Call options by funds: $12.7M | Put options by funds: $25.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$156M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$97.6M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$73.2M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$52.4M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$48.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JG
Jefferies Group
New York
|
-$48.8M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$42.7M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$28.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$25.7M |
| 5 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$20.2M |
IWN Hedge Fund Activity: Q2 2018 in Review
603 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q2 2018, worth a combined $6.51B — up 16% from $5.6B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new IWN positions and 44 closed out — a net gain of 10 holders — while 189 added to existing stakes and 187 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $156M. The largest seller was Jefferies Group, exiting entirely with an estimated $48.8M sold.
- 603 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q2 2018, up from 599 in Q1 2018.
- Funds reported $6.51B of iShares Russell 2000 Value ETF stock for Q2 2018, up 16% quarter-over-quarter.
- 54 funds opened new iShares Russell 2000 Value ETF positions in Q2 2018 and 44 closed out, a net change of +10 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q2 2018 was Envestnet Asset Management, an estimated $156M added.
- The largest iShares Russell 2000 Value ETF seller in Q2 2018 was Jefferies Group, an estimated $48.8M sold.
Based on aggregated 13F filings for Q2 2018.