IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

403 hedge funds and large institutions have $3.96B invested in iShares Russell 2000 Value ETF in 2014 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 148 increasing their positions, 108 reducing their positions, and 31 closing their positions.

Holders
403
Holders Change
+40
Holders Change %
+11.02%
% of All Funds
10.76%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.77%
New
81
Increased
148
Reduced
108
Closed
31
Calls
$20.6M
Puts
$63.7M
Net Calls
-$43.1M
Net Calls Change
-$27.9M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$437M
2
UBS Group
2
UBS Group
Switzerland
$73.8M
3
Macquarie Group
3
Macquarie Group
Australia
$35.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$305M
5
MAA
5
Managed Account Advisors
New Jersey
$43.8M

Top Sellers

1
CM
1
Churchill Management
California
$0
2
LAM
2
Lapides Asset Management
Connecticut
$0
3
M&T Bank
3
M&T Bank
New York
$74.7M
4
CS
4
Credit Suisse
Switzerland
$11.8M
5
SCM
5
Shapiro Capital Management
Georgia
$399K
Name Market Value Shares Shares
Change 		Shares
Change %
SB
26
Suntrust Banks
Georgia
$31.3M 307,431 +27,404 +10%
LPL Financial
27
LPL Financial
California
$30.8M 302,931 -2,586 -0.8%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$30.4M 299,090 +68,346 +30%
CPO
29
Cerity Partners OCIO
New York
$29.2M 247,698 +236,092 +2,034%
ZF
30
Zhang Financial
Michigan
$25.6M 252,159 +8,136 +3%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$25.6M 251,434 +7,910 +3%
Betterment LLC
32
Betterment LLC
New York
$25.1M 247,335 +247,335 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$24.1M 237,393 -16,058 -6%
FT
34
Fiduciary Trust
Massachusetts
$22.7M 223,065 -1,830 -0.8%
US Bancorp
35
US Bancorp
Minnesota
$19.7M 193,449 +15,867 +9%
BUB
36
BBVA USA Bancshares
Texas
$18.9M 185,619 -5,093 -3%
MA
37
MUFG Americas
New York
$18.7M 183,708 -3,313 -2%
MGIA
38
Moneta Group Investment Advisors
Missouri
$18.5M 182,019 +4,180 +2%
WCM
39
Weyland Capital Management
New Hampshire
$17.6M 173,087 -708 -0.4%
TCB
40
Texas Capital Bancshares
Texas
$16.7M 164,175 +2,232 +1%
JA
41
JOYN Advisors
Georgia
$16.4M 161,486 +6,386 +4%
Hotchkis & Wiley Capital Management
42
Hotchkis & Wiley Capital Management
California
$16M 157,100 -42,100 -21%
Boston Partners
43
Boston Partners
Massachusetts
$15.9M 156,685 +43,085 +38%
Two Sigma Investments
44
Two Sigma Investments
New York
$15.9M 156,430 +156,430 New
AI
45
Ariel Investments
Illinois
$15.7M 154,683 +154,683 New
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$14.8M 145,481 -5,535 -4%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$14.2M 139,466 -5,073 -4%
Deutsche Bank
48
Deutsche Bank
Germany
$14.1M 138,541 +9,800 +8%
WSTAM
49
Wilbanks Smith & Thomas Asset Management
Virginia
$13.7M 134,510 +11,026 +9%
BIM
50
BlackRock Investment Management
Delaware
$13.5M 132,296 +1,109 +0.8%
1
2
3 4 5