IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

628 hedge funds and large institutions have $5.96B invested in iShares Russell 2000 Value ETF in 2017 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 207 increasing their positions, 161 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+96
Holders Change %
+18.05%
% of All Funds
14.26%
Holding in Top 10
42
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+23.53%
% of All Funds
0.95%
New
132
Increased
207
Reduced
161
Closed
34
Calls
$10.3M
Puts
$12.9M
Net Calls
-$2.59M
Net Calls Change
-$6.95M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$122M
2
Bank of America
Bank of America
North Carolina
+$49.6M
3
TSS
Two Sigma Securities
New York
+$35.8M
4
QIM
Quantitative Investment Management
Virginia
+$33.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$32.8M

Top Sellers

1
PI
PineBridge Investments
New York
-$65.5M
2
Goldman Sachs
Goldman Sachs
New York
-$52.8M
3
SI
Stephens Inc
Arkansas
-$50.7M
4
Citigroup
Citigroup
New York
-$31.7M
5
USAA
United Services Automobile Association
Texas
-$28.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
476
PFG Advisors
Arizona
$242K +$242K +1,922 New
Cerity Partners
477
Cerity Partners
New York
$239K – – –
Verition Fund Management
478
Verition Fund Management
Connecticut
$237K -$811K -6,438 -77%
AWA
479
Arete Wealth Advisors
Illinois
$237K +$27.7K +220 +13%
ACI
480
Alpha Cubed Investments
California
$236K +$236K +1,875 New
SFA
481
Sequoia Financial Advisors
Ohio
$227K – – –
MWAC
482
Mariner Wealth Advisors (Cincinnati)
Ohio
$226K +$23.4K +186 +12%
SIAS
483
Shine Investment Advisory Services
Colorado
$223K -$5.03K -40 -2%
MWM
484
Meridian Wealth Management
Kentucky
$223K +$752 +6 +0.3%
CA
485
Cornerstone Advisory
Maryland
$222K -$1.13K -9 -0.5%
NEGWA
486
New England Guild Wealth Advisors
Connecticut
$222K +$222K +1,767 New
MWM
487
Mission Wealth Management
California
$221K -$31.4K -250 -12%
OC
488
Oakworth Capital
Alabama
$221K – – –
PP
489
PagnatoKarp Partners
Virginia
$221K +$629 +5 +0.3%
W
490
Wealthfront
California
$219K -$924K -7,352 -81%
DT
491
Diversified Trust
Tennessee
$214K – – –
ASN
492
Advisory Services Network
Georgia
$214K +$33.9K +270 +19%
AIS
493
AlphaOne Investment Services
Pennsylvania
$212K +$118K +938 +125%
AIM
494
Arcadia Investment Management
Michigan
$211K – – –
DCM
495
Donaldson Capital Management
Indiana
$204K – – –
SFM
496
Signature Financial Management
Virginia
$204K +$204K +1,625 New
GT
497
Greenleaf Trust
Michigan
$202K +$202K +1,609 New
PIM
498
Penobscot Investment Management
Massachusetts
$201K -$6.29K -50 -3%
MPM
499
Meritage Portfolio Management
Kansas
$201K +$201K +1,602 New
WP
500
WealthPLAN Partners
Nebraska
$200K -$6.15K -49 -3%
18 19
20
21 22