IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

542 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, 172 increasing their positions, 212 reducing their positions, and 62 closing their positions.

Holders
542
Holders Change
-17
Holders Change %
-3.04%
% of All Funds
13.51%
Holding in Top 10
40
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20%
% of All Funds
1%
New
52
Increased
172
Reduced
212
Closed
62
Calls
$14.5M
Puts
$78M
Net Calls
-$63.4M
Net Calls Change
-$68.5M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$76.7M
2
Victory Capital Management
2
Victory Capital Management
Texas
$115M
3
Citigroup
3
Citigroup
New York
$65.1M
4
B
4
Bailard
California
$55.5M
5
SV
5
Starboard Value
New York
$52.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$22.9M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$4.52M
3
TM
3
Thiel Macro
California
$0
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$157M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
376
Starfire Investment Advisers
Michigan
$365K -$7.32K -63 -2%
PHAM
377
Palisades Hudson Asset Management
Florida
$363K +$1.3K +11 +0.4%
VOYA Investment Management
378
VOYA Investment Management
Georgia
$356K +$39.7K +336 +13%
Verition Fund Management
379
Verition Fund Management
Connecticut
$352K +$352K +2,978 New
CWM
380
Connecticut Wealth Management
Connecticut
$349K +$1.04K +9 +0.3%
EWA
381
EP Wealth Advisors
California
$343K +$29.7K +252 +9%
Cetera Investment Advisers
382
Cetera Investment Advisers
Illinois
$339K -$132K -1,117 -28%
SKK
383
Shepherd Kaplan Krochuk
Massachusetts
$338K -$236K -1,997 -41%
CSM
384
CAMG Solamere Management
North Carolina
$334K -$28.2K -239 -8%
S
385
SignatureFD
Georgia
$334K +$334K +2,825 New
CIA
386
Capital Investment Advisors
Georgia
$331K +$331K +2,805 New
DW
387
Domani Wealth
Pennsylvania
$328K -$30.8K -261 -9%
ST
388
Sageworth Trust
Pennsylvania
$326K – – –
PP
389
Patten & Patten
Tennessee
$314K +$314K +2,660 New
SFM
390
Signet Financial Management
New Jersey
$312K -$10.5K -89 -3%
LA
391
Leonetti & Associates
Illinois
$310K +$17.7K +150 +6%
FANJ
392
Financial Architects (New Jersey)
New Jersey
$308K +$29.5K +250 +11%
CLOS
393
Compagnie Lombard Odier SCmA
Switzerland
$307K – – –
PFA
394
Paradigm Financial Advisors
Missouri
$305K +$1.53K +13 +0.5%
SAM
395
Sawgrass Asset Management
Florida
$304K – – –
PWM
396
Perigon Wealth Management
California
$303K – – –
SFS
397
Sowell Financial Services
Arkansas
$298K +$270K +2,325 +977%
IWM
398
Integrated Wealth Management
California
$297K -$4.02K -34 -1%
DJSG
399
D.J. St. Germain
Massachusetts
$294K – – –
1IA
400
1834 Investment Advisors
Wisconsin
$292K -$11.8K -100 -4%
14 15
16
17 18