IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

559 hedge funds and large institutions have $5.35B invested in iShares Russell 2000 Value ETF in 2016 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 187 increasing their positions, 153 reducing their positions, and 26 closing their positions.

Holders
559
Holders Change
+92
Holders Change %
+19.7%
% of All Funds
14%
Holding in Top 10
50
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.21%
% of All Funds
1.25%
New
122
Increased
187
Reduced
153
Closed
26
Calls
$12.2M
Puts
$7.05M
Net Calls
+$5.11M
Net Calls Change
+$4.84M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$324M
2
Goldman Sachs
2
Goldman Sachs
New York
$279M
3
Morgan Stanley
3
Morgan Stanley
New York
$360M
4
Victory Capital Management
4
Victory Capital Management
Texas
$61.1M
5
TM
5
Thiel Macro
California
$48M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
SV
2
Starboard Value
New York
$6.07M
3
B
3
Bailard
California
$6.7M
4
SF
4
Synovus Financial
Georgia
$53.3M
5
American Century Companies
5
American Century Companies
Missouri
$882K
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
476
Cranbrook Wealth Management
Michigan
$140K 1,175 -337 -22%
CAL
477
Capital Advisors Ltd
Ohio
$137K 1,154 – –
BWP
478
Baldwin Wealth Partners
Massachusetts
$125K 1,048 – –
VIA
479
Vantage Investment Advisors
Pennsylvania
$121K 1,018 – –
JIC
480
Joel Isaacson & Co
New York
$121K 1,021 +5 +0.5%
CCM
481
Cribstone Capital Management
Maine
$118K 1,000 -50 -5%
CFD
482
Creative Financial Designs
Indiana
$117K 983 +983 New
JWA
483
JFS Wealth Advisors
Pennsylvania
$115K 966 – –
BP
484
Ballentine Partners
Massachusetts
$111K 935 – –
WCM
485
Wealthcare Capital Management
Virginia
$101K 853 -293 -26%
LIA
486
LS Investment Advisors
Michigan
$101K 850 – –
CTC
487
Central Trust Company
Missouri
$98K 827 -175 -17%
AC
488
Alexandria Capital
Virginia
$96K 806 +2 +0.2%
VNA
489
Valley National Advisers
Pennsylvania
$88K 736 – –
LWM
490
LBA Wealth Management
Florida
$86K 723 – –
GAM
491
Gemmer Asset Management
California
$85K 711 +7 +1%
TCOV
492
Trust Company of Vermont
Vermont
$82K 689 +171 +33%
RBC
493
Roble Belko & Company
Pennsylvania
$81K 681 – –
MDCM
494
Morgan Dempsey Capital Management
Wisconsin
$79K 660 +590 +843%
KF
495
Krilogy Financial
Missouri
$72K 609 +29 +5%
LM
496
Legg Mason
Maryland
$68K 570 -185 -25%
CFA
497
Camarda Financial Advisors
Florida
$66K 555 – –
PG
498
Patten Group
Tennessee
$65K 545 – –
PCTC
499
Perkins Coie Trust Company
Washington
$61K 509 +360 +242%
KKAMG
500
Kernodle & Katon Asset Management Group
Arkansas
$60K 501 -1,832 -79%
18 19
20
21 22