IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

673 hedge funds and large institutions have $5.67B invested in iShares Russell 2000 Value ETF in 2019 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 196 increasing their positions, 257 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
+7
Holders Change %
+1.05%
% of All Funds
14.59%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
1%
New
80
Increased
196
Reduced
257
Closed
63
Calls
$33.2M
Puts
$10.9M
Net Calls
+$22.4M
Net Calls Change
+$19M

Top Buyers

1
SV
Starboard Value
New York
+$171M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$60.1M
3
FIA
Foundations Investment Advisors
Arizona
+$44M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$21.1M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$20.5M

Top Sellers

1
TF
TIAA FSB
Florida
-$572M
2
Bank of America
Bank of America
North Carolina
-$166M
3
Principal Financial Group
Principal Financial Group
Iowa
-$88.4M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$57.7M
5
SAM
Silvercrest Asset Management
New York
-$36.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
501
Regent Investment Management
Kentucky
$241K – – –
IP
502
Intellectus Partners
California
$241K +$241K +2,007 New
MFT
503
Moisand Fitzgerald Tamayo
Florida
$240K – – –
AAS
504
Annex Advisory Services
Wisconsin
$238K -$86.4K -721 -27%
BFM
505
Broadview Financial Management
Wisconsin
$238K +$959 +8 +0.4%
Jane Street
506
Jane Street
New York
$237K -$2.74M -22,862 -92%
LFAS
507
Level Four Advisory Services
Texas
$237K -$15K -125 -6%
VCM
508
Versant Capital Management
Arizona
$236K -$36.6K -306 -13%
WF
509
WealthTrust Fairport
Ohio
$236K – – –
MBT
510
Montecito Bank & Trust
California
$236K – – –
NWS
511
Newport Wealth Strategies
California
$235K +$10.3K +85 +5%
MFS
512
McNamara Financial Services
Massachusetts
$234K -$12K -112 -5%
BFPW
513
BOK Financial Private Wealth
Colorado
$232K – – –
WF
514
Welch & Forbes
Massachusetts
$231K – – –
FCH
515
Freestone Capital Holdings
Washington
$229K – – –
CI
516
Cambiar Investors
Colorado
$225K -$3.98M -33,181 -95%
SMFS
517
Squar Milner Financial Services
California
$222K – – –
SIAS
518
Shine Investment Advisory Services
Colorado
$222K +$4.79K +40 +2%
CWAG
519
Compton Wealth Advisory Group
Virginia
$222K +$222K +1,851 New
SIC
520
Starr International Company
Switzerland
$222K +$222K +1,853 New
GT
521
Greenleaf Trust
Michigan
$221K +$221K +1,843 New
SFM
522
Systematic Financial Management
New Jersey
$219K -$6.61M -54,984 -97%
RCA
523
Rex Capital Advisors
Rhode Island
$218K -$71.8K -600 -25%
CA
524
Cornerstone Advisory
Maryland
$218K -$7.44K -62 -3%
CAG
525
Crestwood Advisors Group
Massachusetts
$217K +$217K +1,806 New
19 20
21
22 23