IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

374 hedge funds and large institutions have $3.4B invested in iShares Russell 2000 Value ETF in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 109 increasing their positions, 140 reducing their positions, and 40 closing their positions.

Holders
374
Holders Change
+6
Holders Change %
+1.63%
% of All Funds
10.81%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.84%
New
48
Increased
109
Reduced
140
Closed
40
Calls
$30.3M
Puts
$23.1M
Net Calls
+$7.28M
Net Calls Change
+$15.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$46M
2
Morgan Stanley
2
Morgan Stanley
New York
$204M
3
TCT
3
TIAA CREF Trust
Missouri
$198M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$17.6M
5
X
5
Xponance
Pennsylvania
$17.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$216M
2
B
2
Bailard
California
$2.4M
3
AIG
3
American International Group
New York
$1.66M
4
CC
4
Curian Capital
Colorado
$67.8M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.22M
Name Market Value Shares Shares
Change 		Shares
Change %
PP
376
Pension Partners
New York
– – -123,940 Closed
Invesco
377
Invesco
Georgia
– – -47,676 Closed
FTUS
378
Flow Traders U.S.
New York
– – -46,436 Closed
TGI
379
Tradewinds Global Investors
California
– – -43,357 Closed
KAM
380
Keeley Asset Management
Illinois
– – -41,950 Closed
TRCT
381
Tower Research Capital (TRC)
New York
– – -28,250 Closed
AR
382
Advisory Research
Illinois
– – -26,500 Closed
LCOV
383
London Company of Virginia
Virginia
– – -23,275 Closed
SKK
384
Shepherd Kaplan Krochuk
Massachusetts
– – -19,923 Closed
JC
385
JBF Capital
Colorado
– – -15,000 Closed
TAG
386
Tactical Allocation Group
Michigan
– – -12,653 Closed
BAAM
387
Baker Avenue Asset Management
California
– – -8,749 Closed
BCA
388
Bernzott Capital Advisors
California
– – -7,700 Closed
TFA
389
Transamerica Financial Advisors
Florida
– – -5,657 Closed
Principal Financial Group
390
Principal Financial Group
Iowa
– – -5,497 Closed
Neuberger Berman Group
391
Neuberger Berman Group
New York
– – -5,102 Closed
BPCA
392
Bank Pictet & Cie (Asia)
Singapore
– – -5,000 Closed
PCM
393
Prelude Capital Management
New York
– – -4,750 Closed
DMS
394
Discretionary Management Services
Kansas
– – -4,400 Closed
GF
395
Gerstein Fisher
New York
– – -4,214 Closed
FLPIM
396
F.L. Putnam Investment Management
Massachusetts
– – -3,993 Closed
SCM
397
Sterneck Capital Management
Missouri
– – -3,900 Closed
KIM
398
Kestrel Investment Management
California
– – -3,290 Closed
WB
399
Webster Bank
Connecticut
– – -3,100 Closed
BP
400
Banyan Partners
Florida
– – -2,959 Closed
13 14 15
16
17