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iShares Russell 2000 Value ETF
IWN

770 hedge funds and large institutions have $8.54B invested in iShares Russell 2000 Value ETF in 2020 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 265 increasing their positions, 196 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

361% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 41

53% more capital invested

Capital invested by funds: $5.59B → $8.54B (+$2.95B)

38% more funds holding in top 10

Funds holding in top 10: 32 → 44 (+12)

35% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 196

21% more funds holding

Funds holding: 634 → 770 (+136)

0.32% more ownership

Funds ownership: 72.17% → 72.5% (+0.32%)

21% less call options, than puts

Call options by funds: $140M | Put options by funds: $177M

Holders
770
Holders Change
+136
Holders Change %
+21.45%
% of All Funds
13.63%
Holding in Top 10
44
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+37.5%
% of All Funds
0.78%
New
189
Increased
265
Reduced
196
Closed
41
Calls
$140M
Puts
$177M
Net Calls
-$37.1M
Net Calls Change
-$11.7M

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$138M
2
Morgan Stanley
Morgan Stanley
New York
+$121M
3
Bank of America
Bank of America
North Carolina
+$121M
4
JP Morgan Chase
JP Morgan Chase
New York
+$76.2M
5
RBA
Richard Bernstein Advisors
New York
+$72.1M

Top Sellers

Rank Fund Capital Flow
1
APF
Alaska Permanent Fund
Alaska
-$91.3M
2
SV
Starboard Value
New York
-$75.3M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
-$33.1M
4
SF
Synovus Financial
Georgia
-$25.1M
5
Goldman Sachs
Goldman Sachs
New York
-$19.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
401
Falcon Wealth Planning
California
$653K +$585K +4,954 New
FCM
402
Firestone Capital Management
Florida
$646K – – –
HCC
403
Hirtle Callaghan & Co
Pennsylvania
$646K – – –
GCM
404
Gables Capital Management
Florida
$639K – – –
EH
405
Equitable Holdings
New York
$630K +$24.8K +210 +5%
SC
406
Savant Capital
Illinois
$624K +$7.08K +60 +1%
MAM
407
Marotta Asset Management
Virginia
$622K -$284K -2,406 -34%
ABC
408
Associated Banc-Corp
Wisconsin
$619K +$115K +971 +26%
FBFS
409
First Business Financial Services
Wisconsin
$614K – – –
HWA
410
Heritage Wealth Advisors
Virginia
$611K – – –
SC
411
Scotia Capital
Ontario, Canada
$609K +$546K +4,622 New
N
412
Nuveen
North Carolina
$609K +$546K +4,624 New
VFP
413
Verus Financial Partners
Virginia
$606K +$543K +4,603 New
PAS
414
Park Avenue Securities
New York
$605K +$75.8K +642 +16%
CANC
415
Culbertson A N & Co
Virginia
$604K – – –
BAM
416
Berkshire Asset Management
Pennsylvania
$602K +$55.8K +473 +12%
HNB
417
Huntington National Bank
Ohio
$598K – – –
LFS
418
Lutz Financial Services
Nebraska
$598K – – –
RCM
419
RNC Capital Management
California
$597K +$18.3K +155 +4%
DPI
420
Diversified Portfolios Inc
Michigan
$593K – – –
TWM
421
Tradition Wealth Management
Minnesota
$593K +$531K +4,500 New
DJSG
422
D.J. St. Germain
Massachusetts
$591K – – –
WF
423
Welch & Forbes
Massachusetts
$589K +$283K +2,400 +116%
MCM
424
MV Capital Management
Maryland
$584K +$27.9K +236 +6%
WANY
425
Wealthspire Advisors (New York)
New York
$582K +$522K +4,419 New
15 16
17
18 19

IWN Hedge Fund Activity: Q4 2020 in Review

770 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q4 2020, worth a combined $8.54B — up 53% from $5.59B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new IWN positions and 41 closed out — a net gain of 148 holders — while 265 added to existing stakes and 196 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $138M. The largest seller was Alaska Permanent Fund, cutting an estimated $91.3M.

  • 770 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q4 2020, up from 634 in Q3 2020.
  • Funds reported $8.54B of iShares Russell 2000 Value ETF stock for Q4 2020, up 53% quarter-over-quarter.
  • 189 funds opened new iShares Russell 2000 Value ETF positions in Q4 2020 and 41 closed out, a net change of +148 holders.
  • The largest iShares Russell 2000 Value ETF buyer in Q4 2020 was Neuberger Berman Group, an estimated $138M added.
  • The largest iShares Russell 2000 Value ETF seller in Q4 2020 was Alaska Permanent Fund, an estimated $91.3M sold.

Based on aggregated 13F filings for Q4 2020.