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 Market Value Shares Shares
Change 		Shares
Change %
DY
426
Dowling & Yahnke
California
$239K 2,020 – –
WF
427
WealthTrust Fairport
Ohio
$234K 1,980 -1,114 -36%
MCM
428
Manchester Capital Management
Vermont
$233K 1,972 – –
SHGA
429
Sand Hill Global Advisors
California
$231K 1,956 – –
SYBT
430
Stock Yards Bank & Trust
Kentucky
$230K 1,943 – –
FCH
431
Freestone Capital Holdings
Washington
$226K 1,914 – –
PFS
432
Prospera Financial Services
Texas
$226K 1,955 +1,955 New
SIAS
433
Shine Investment Advisory Services
Colorado
$225K 1,905 +1,905 New
RJT
434
Raymond James Trust
Florida
$222K 1,882 +55 +3%
W
435
Wealthfront
California
$220K 1,861 +1,861 New
DT
436
Diversified Trust
Tennessee
$217K 1,833 +1,833 New
TSS
437
Two Sigma Securities
New York
$216K 1,830 -1,642 -47%
SMC
438
Smith, Moore & Co
Missouri
$214K 1,814 +3 +0.2%
SFA
439
Sequoia Financial Advisors
Ohio
$213K 1,802 – –
CCT
440
Country Club Trust
Missouri
$213K 1,800 +1,800 New
MWM
441
Meridian Wealth Management
Kentucky
$212K 1,793 +1,793 New
PFC
442
Phocas Financial Corp
California
$210K 1,780 – –
Cerity Partners
443
Cerity Partners
New York
$210K 1,780 +1,780 New
CA
444
Cornerstone Advisory
Maryland
$209K 1,767 – –
FTI
445
Fiduciary Trust International
Massachusetts
$205K 1,733 -200 -10%
OC
446
Oakworth Capital
Alabama
$205K 1,729 – –
CFA
447
CT Financial Advisors
Pennsylvania
$192K 1,622 +5 +0.3%
AIM
448
Arcadia Investment Management
Michigan
$184K 1,560 – –
PA
449
Parallel Advisors
California
$181K 1,538 +117 +8%
APSP
450
Asset Planning Services (Pennsylvania)
Pennsylvania
$179K 1,515 +5 +0.3%
16 17
18
19 20