iShares Russell 2000 Value ETF
543 hedge funds and large institutions have $5.3B invested in iShares Russell 2000 Value ETF in 2017 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 173 increasing their positions, 212 reducing their positions, and 62 closing their positions.
0.85% less ownership
Funds ownership: 61.45% → 60.6% (-0.85%)
1% less capital invested
Capital invested by funds: $5.35B → $5.3B (-$56M)
3% less funds holding
Funds holding: 560 → 543 (-17)
16% less first-time investments, than exits
New positions opened: 52 | Existing positions closed: 62
18% less repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 212
20% less funds holding in top 10
Funds holding in top 10: 50 → 40 (-10)
81% less call options, than puts
Call options by funds: $14.5M | Put options by funds: $78M
Top Buyers
| 1 |
UBS AM
Chicago,
Illinois
|
+$76.5M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$54.8M |
| 3 |
Citigroup
New York
|
+$49.4M |
| 4 |
B
Bailard
Foster City,
California
|
+$49M |
| 5 |
SV
Starboard Value
New York
|
+$46.3M |
Top Sellers
IWN Hedge Fund Activity: Q1 2017 in Review
543 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q1 2017, worth a combined $5.3B — down 1% from $5.35B a quarter earlier.
Sellers outnumbered buyers: 62 funds closed out of IWN and 52 opened new positions — a net loss of 10 holders — while 212 trimmed existing stakes and 173 added.
The largest buyer was UBS AM, adding an estimated $76.5M. The largest seller was Envestnet Asset Management, cutting an estimated $77.1M.
- 543 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q1 2017, down from 560 in Q4 2016.
- Funds reported $5.3B of iShares Russell 2000 Value ETF stock for Q1 2017, down 1% quarter-over-quarter.
- 52 funds opened new iShares Russell 2000 Value ETF positions in Q1 2017 and 62 closed out, a net change of -10 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q1 2017 was UBS AM, an estimated $76.5M added.
- The largest iShares Russell 2000 Value ETF seller in Q1 2017 was Envestnet Asset Management, an estimated $77.1M sold.
Based on aggregated 13F filings for Q1 2017.