IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

598 hedge funds and large institutions have $5.6B invested in iShares Russell 2000 Value ETF in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 193 increasing their positions, 231 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
-30
Holders Change %
-4.78%
% of All Funds
13.73%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.99%
New
50
Increased
193
Reduced
231
Closed
75
Calls
$16.4M
Puts
$24.3M
Net Calls
-$7.85M
Net Calls Change
-$5.26M

Top Buyers

1
JG
Jefferies Group
New York
+$48.8M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$34.7M
3
SGAM
Stephens Group Asset Management
Arkansas
+$29.4M
4
LCM
Landscape Capital Management
New Jersey
+$28.9M
5
Franklin Resources
Franklin Resources
California
+$23.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$60.7M
2
VNIM
Vaughan Nelson Investment Management
Texas
-$52.3M
3
TSS
Two Sigma Securities
New York
-$40.8M
4
Victory Capital Management
Victory Capital Management
Texas
-$37.5M
5
QIM
Quantitative Investment Management
Virginia
-$33.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
426
Palisade Asset Management
Minnesota
$261K – – –
WPC
427
Waters Parkerson & Co
Louisiana
$256K -$27.4K -225 -10%
BIC
428
Beach Investment Counsel
Pennsylvania
$254K – – –
VCM
429
Versant Capital Management
Arizona
$252K – – –
JFGLC
430
Johnson Financial Group LLC (Colorado)
Colorado
$251K -$44.4K -365 -15%
PFA
431
Paradigm Financial Advisors
Missouri
$249K +$851 +7 +0.3%
AWA
432
Arete Wealth Advisors
Illinois
$248K +$18.9K +155 +8%
Kovitz Investment Group Partners
433
Kovitz Investment Group Partners
Illinois
$247K – – –
WCM
434
Weatherstone Capital Management
Colorado
$247K +$247K +2,025 New
RIM
435
Regent Investment Management
Kentucky
$245K – – –
IP
436
Intellectus Partners
California
$245K – – –
PGFC
437
Peapack-Gladstone Financial Corp
New Jersey
$244K – – –
DIS
438
Diversified Investment Strategies
Louisiana
$243K – – –
SG
439
StoneX Group
New York
$242K -$6.7K -55 -3%
MBT
440
Montecito Bank & Trust
California
$241K -$118K -970 -33%
WF
441
WealthTrust Fairport
Ohio
$240K – – –
FCH
442
Freestone Capital Holdings
Washington
$233K -$14.6M -119,971 -98%
DY
443
Dowling & Yahnke
California
$233K -$8.4K -69 -3%
AFP
444
Ausdal Financial Partners
Iowa
$225K -$28.7K -235 -11%
PIM
445
Penobscot Investment Management
Massachusetts
$225K +$29.9K +245 +15%
MWAC
446
Mariner Wealth Advisors (Cincinnati)
Ohio
$224K +$4.88K +40 +2%
FPCP
447
Fort Point Capital Partners
California
$224K +$224K +1,837 New
Cerity Partners
448
Cerity Partners
New York
$223K -$9.4K -77 -4%
CCT
449
Country Club Trust
Missouri
$221K +$221K +1,816 New
SFA
450
Sequoia Financial Advisors
Ohio
$220K – – –
16 17
18
19 20