iShares Russell 2000 Value ETF
916 hedge funds and large institutions have $11.2B invested in iShares Russell 2000 Value ETF in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 307 increasing their positions, 303 reducing their positions, and 99 closing their positions.
2.06% more ownership
Funds ownership: 74.7% → 76.76% (+2.1%)
1% more repeat investments, than reductions
Existing positions increased: 307 | Existing positions reduced: 303
9% less first-time investments, than exits
New positions opened: 90 | Existing positions closed: 99
3% less funds holding
Funds holding: 942 → 916 (-26)
6% less funds holding in top 10
Funds holding in top 10: 52 → 49 (-3)
6% less capital invested
Capital invested by funds: $11.9B → $11.2B (-$750M)
91% less call options, than puts
Call options by funds: $38.6M | Put options by funds: $431M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$57.2M |
| 2 |
BlackRock
New York
|
+$31.2M |
| 3 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$24.2M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$18M |
| 5 |
FWI
Facet Wealth Inc
Baltimore,
Maryland
|
+$16.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$81.4M |
| 2 |
B
Bailard
Foster City,
California
|
-$80.2M |
| 3 |
RBA
Richard Bernstein Advisors
New York
|
-$72.6M |
| 4 |
Citigroup
New York
|
-$55.4M |
| 5 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
-$55.3M |
IWN Hedge Fund Activity: Q1 2022 in Review
916 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q1 2022, worth a combined $11.2B — down 6.3% from $11.9B a quarter earlier.
Sellers outnumbered buyers: 99 funds closed out of IWN and 90 opened new positions — a net loss of 9 holders — while 303 trimmed existing stakes and 307 added.
The largest buyer was Bessemer Group, adding an estimated $57.2M. The largest seller was Jones Financial Companies, cutting an estimated $81.4M.
- 916 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q1 2022, down from 942 in Q4 2021.
- Funds reported $11.2B of iShares Russell 2000 Value ETF stock for Q1 2022, down 6.3% quarter-over-quarter.
- 90 funds opened new iShares Russell 2000 Value ETF positions in Q1 2022 and 99 closed out, a net change of -9 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q1 2022 was Bessemer Group, an estimated $57.2M added.
- The largest iShares Russell 2000 Value ETF seller in Q1 2022 was Jones Financial Companies, an estimated $81.4M sold.
Based on aggregated 13F filings for Q1 2022.