IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

525 hedge funds and large institutions have $5.2B invested in iShares Russell 2000 Value ETF in 2017 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 152 increasing their positions, 195 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
-17
Holders Change %
-3.14%
% of All Funds
13.11%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
0.9%
New
39
Increased
152
Reduced
195
Closed
48
Calls
$22.1M
Puts
$16.7M
Net Calls
+$5.35M
Net Calls Change
+$68.8M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$47.9M
2
Macquarie Group
2
Macquarie Group
Australia
$47.8M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$141M
4
Ameriprise
4
Ameriprise
Minnesota
$46M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$28.6M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$259M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$83.5M
3
Victory Capital Management
3
Victory Capital Management
Texas
$80.9M
4
Citigroup
4
Citigroup
New York
$34.4M
5
JIR
5
James Investment Research
Ohio
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
401
Moisand Fitzgerald Tamayo
Florida
$264K – – –
TH
402
TCTC Holdings
Texas
$263K – – –
NAM
403
North American Management
Massachusetts
$258K – – –
FDCDDQ
404
Federation des caisses Desjardins du Quebec
Quebec, Canada
$257K +$257K +2,165 New
EWA
405
EP Wealth Advisors
California
$256K -$89K -750 -26%
CL
406
CPWM LLC
Washington
$254K – – –
SYBT
407
Stock Yards Bank & Trust
Kentucky
$254K +$23.7K +200 +10%
MWM
408
Mission Wealth Management
California
$251K -$1.31K -11 -0.5%
BIC
409
Beach Investment Counsel
Pennsylvania
$247K – – –
VCM
410
Versant Capital Management
Arizona
$246K – – –
MAM
411
Meeder Asset Management
Ohio
$240K -$46.4K -390 -16%
DY
412
Dowling & Yahnke
California
$240K – – –
SI
413
SII Investments
Wisconsin
$235K -$315K -2,652 -57%
WF
414
WealthTrust Fairport
Ohio
$235K – – –
FCH
415
Freestone Capital Holdings
Washington
$228K – – –
MWAC
416
Mariner Wealth Advisors (Cincinnati)
Ohio
$228K +$228K +1,920 New
W
417
Wealthfront
California
$219K -$2.14K -18 -1%
SMC
418
Smith, Moore & Co
Missouri
$218K +$1.91K +16 +0.9%
SFA
419
Sequoia Financial Advisors
Ohio
$214K – – –
PFC
420
Phocas Financial Corp
California
$212K -$210K -1,780 Closed
SIAS
421
Shine Investment Advisory Services
Colorado
$212K -$14.3K -120 -6%
CA
422
Cornerstone Advisory
Maryland
$211K +$477 +4 +0.2%
MWM
423
Meridian Wealth Management
Kentucky
$210K -$2.73K -23 -1%
WP
424
WealthPLAN Partners
Nebraska
$209K +$209K +1,755 New
SFM
425
Systematic Financial Management
New Jersey
$207K +$73.2K +616 +55%
15 16
17
18 19