iShares Russell 2000 Value ETF
420 hedge funds and large institutions have $3.31B invested in iShares Russell 2000 Value ETF in 2015 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 172 increasing their positions, 115 reducing their positions, and 35 closing their positions.
97% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 35
50% more repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 115
15% more funds holding in top 10
Funds holding in top 10: 26 → 30 (+4)
8% more funds holding
Funds holding: 389 → 420 (+31)
6% more capital invested
Capital invested by funds: $3.13B → $3.31B (+$180M)
5% more call options, than puts
Call options by funds: $7.42M | Put options by funds: $7.07M
0.16% less ownership
Funds ownership: 56.91% → 56.75% (-0.16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$58.7M |
| 2 |
JIR
James Investment Research
Alpha,
Ohio
|
+$40.4M |
| 3 |
LPL Financial
San Diego,
California
|
+$35.4M |
| 4 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$29.9M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$26.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$157M |
| 2 |
Morgan Stanley
New York
|
-$58M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$45.3M |
| 4 |
JP Morgan Chase
New York
|
-$24.4M |
| 5 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$22.5M |
IWN Hedge Fund Activity: Q4 2015 in Review
420 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q4 2015, worth a combined $3.31B — up 5.8% from $3.13B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new IWN positions and 35 closed out — a net gain of 34 holders — while 172 added to existing stakes and 115 trimmed.
The largest buyer was Bank of America, adding an estimated $58.7M. The largest seller was Goldman Sachs, cutting an estimated $157M.
- 420 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q4 2015, up from 389 in Q3 2015.
- Funds reported $3.31B of iShares Russell 2000 Value ETF stock for Q4 2015, up 5.8% quarter-over-quarter.
- 69 funds opened new iShares Russell 2000 Value ETF positions in Q4 2015 and 35 closed out, a net change of +34 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q4 2015 was Bank of America, an estimated $58.7M added.
- The largest iShares Russell 2000 Value ETF seller in Q4 2015 was Goldman Sachs, an estimated $157M sold.
Based on aggregated 13F filings for Q4 2015.