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 %
DADC
26
D.A. Davidson & Co
Montana
$40.8M 345,353 +91,758 +36%
CB
27
Commerce Bank
Missouri
$40.5M 342,792 -60,483 -15%
MGIA
28
Moneta Group Investment Advisors
Missouri
$39.8M 336,810 +2,859 +0.9%
FT
29
Fiduciary Trust
Massachusetts
$39.3M 332,340 -17,088 -5%
RJA
30
Raymond James & Associates
Florida
$36.9M 312,674 -24,729 -7%
PPA
31
Parametric Portfolio Associates
Washington
$36.8M 311,806 -35,833 -10%
Stifel Financial
32
Stifel Financial
Missouri
$36.3M 306,465 -48,590 -14%
US Bancorp
33
US Bancorp
Minnesota
$35.2M 297,756 -36,724 -11%
SB
34
Suntrust Banks
Georgia
$30.7M 259,862 +9,679 +4%
NSCM
35
New South Capital Management
Tennessee
$29.1M 246,395 -47,170 -16%
JIR
36
James Investment Research
Ohio
$29M 245,078 -114,461 -32%
ZF
37
Zhang Financial
Michigan
$26.6M 208,236 -10,512 -5%
JA
38
JOYN Advisors
Georgia
$26.5M 224,362 -2,233 -1%
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$23.6M 200,000 +200,000 New
Natixis Advisors
40
Natixis Advisors
Massachusetts
$23.4M 197,877 -45,067 -19%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$22.9M 193,656 -649,607 -77%
BWM
42
Baystate Wealth Management
Massachusetts
$21.5M 184,813 +14,313 +8%
BlackRock
43
BlackRock
New York
$21.2M 179,119 +177,626 +11,897%
EB
44
Eastern Bank
Massachusetts
$21.1M 178,630 +178,630 New
MA
45
MUFG Americas
New York
$20.6M 174,597 -7,321 -4%
USAA
46
United Services Automobile Association
Texas
$19.7M 166,841 +11,795 +8%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$19.2M 162,577 -55,741 -26%
FIG
48
FundX Investment Group
California
$18.9M 160,218 +24,916 +18%
SMM
49
Stadion Money Management
Georgia
$18.9M 159,608 +14,450 +10%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$18.8M 158,972 +11,226 +8%
1
2
3 4 5