IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

666 hedge funds and large institutions have $5.83B invested in iShares Russell 2000 Value ETF in 2018 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 229 increasing their positions, 180 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+47
Holders Change %
+7.59%
% of All Funds
14.86%
Holding in Top 10
45
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.17%
% of All Funds
1%
New
131
Increased
229
Reduced
180
Closed
78
Calls
$11.4M
Puts
$8.02M
Net Calls
+$3.36M
Net Calls Change
+$42.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$148M
2
Principal Financial Group
Principal Financial Group
Iowa
+$75.9M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$54.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$46M
5
CL
Cabana LLC
Arkansas
+$44.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$83M
2
CWM
Cornerstone Wealth Management
Missouri
-$80.8M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$67M
4
Franklin Resources
Franklin Resources
California
-$66M
5
B
Bailard
California
-$47.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
501
Intercontinental Wealth Advisors
Texas
$215K +$215K +2,003 New
BFM
502
Broadview Financial Management
Wisconsin
$213K +$213K +1,978 New
MBT
503
Montecito Bank & Trust
California
$212K -$430 -4 -0.2%
WF
504
WealthTrust Fairport
Ohio
$212K -$108 -1 -0.1%
NWS
505
Newport Wealth Strategies
California
$210K -$126K -1,110 -38%
KCM
506
Kanawha Capital Management
Virginia
$209K -$10.8K -100 -5%
BFPW
507
BOK Financial Private Wealth
Colorado
$208K -$221K -2,056 -51%
WF
508
Welch & Forbes
Massachusetts
$207K – – –
FCH
509
Freestone Capital Holdings
Washington
$206K – – –
PL
510
Plancorp LLC
Missouri
$205K -$44.3K -412 -18%
FCBT
511
First Citizens Bank & Trust
North Carolina
$204K +$204K +1,896 New
WCM
512
Weatherstone Capital Management
Colorado
$203K +$14.6K +135 +8%
CA
513
Cornerstone Advisory
Maryland
$202K +$11.8K +110 +6%
AAS
514
Avantax Advisory Services
Texas
$202K +$202K +1,868 New
SMFS
515
Squar Milner Financial Services
California
$200K – – –
SIAS
516
Shine Investment Advisory Services
Colorado
$195K – – –
TCOV
517
Trust Company of Vermont
Vermont
$192K – – –
FTI
518
Fiduciary Trust International
Massachusetts
$186K – – –
MCM
519
Manchester Capital Management
Vermont
$185K – – –
AIM
520
Arcadia Investment Management
Michigan
$177K – – –
LWANC
521
Laurel Wealth Advisors (North Carolina)
North Carolina
$177K +$177K +1,645 New
OC
522
Oakworth Capital
Alabama
$175K -$7.01K -65 -4%
MSA
523
Mason Street Advisors
Wisconsin
$161K – – –
PFGIA
524
Patriot Financial Group Insurance Agency
Massachusetts
$161K -$6.98K -65 -4%
Carson Wealth (CWM LLC)
525
Carson Wealth (CWM LLC)
Nebraska
$156K +$21.9K +204 +16%
19 20
21
22 23