IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

542 hedge funds and large institutions have $5.3B invested in iShares Russell 2000 Value ETF in 2017 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 172 increasing their positions, 212 reducing their positions, and 62 closing their positions.

Holders
542
Holders Change
-17
Holders Change %
-3.04%
% of All Funds
13.51%
Holding in Top 10
40
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20%
% of All Funds
1%
New
52
Increased
172
Reduced
212
Closed
62
Calls
$14.5M
Puts
$78M
Net Calls
-$63.4M
Net Calls Change
-$68.5M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$76.7M
2
Victory Capital Management
2
Victory Capital Management
Texas
$115M
3
Citigroup
3
Citigroup
New York
$65.1M
4
B
4
Bailard
California
$55.5M
5
SV
5
Starboard Value
New York
$52.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$22.9M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$4.52M
3
TM
3
Thiel Macro
California
$0
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$157M
Name Market Value Shares Shares
Change 		Shares
Change %
DA
551
DSC Advisors
Illinois
– – -49,080 Closed
HH
552
Hilltop Holdings
Texas
– – -45,265 Closed
Principal Financial Group
553
Principal Financial Group
Iowa
– – -35,689 Closed
MIAN
554
Mariner Independent Advisor Network
Kansas
– – -34,950 Closed
SCM
555
Sterling Capital Management
North Carolina
– – -28,280 Closed
CM
556
Churchill Management
California
– – -25,265 Closed
AWA
557
Arete Wealth Advisors
Illinois
– – -22,080 Closed
FA
558
FDx Advisors
Illinois
– – -20,812 Closed
Mirae Asset Global Investments
559
Mirae Asset Global Investments
South Korea
– – -16,858 Closed
VF
560
Virtu Financial
New York
– – -13,266 Closed
Two Sigma Investments
561
Two Sigma Investments
New York
– – -12,310 Closed
WJA
562
Williams Jones & Associates
New York
– – -11,835 Closed
RIL
563
Rothschild Investment LLC
Illinois
– – -10,902 Closed
Janus Henderson Group
564
Janus Henderson Group
United Kingdom
– – -10,438 Closed
Two Sigma Advisers
565
Two Sigma Advisers
New York
– – -9,500 Closed
UFF
566
USA Financial Formulas
Michigan
– – -7,435 Closed
VFA
567
Voya Financial Advisors
Connecticut
– – -6,622 Closed
SAM
568
Steinberg Asset Management
New York
– – -6,230 Closed
AR
569
Advisory Research
Illinois
– – -6,228 Closed
SCM
570
Shapiro Capital Management
Georgia
– – -6,120 Closed
SC
571
Scotia Capital
Ontario, Canada
– – -4,650 Closed
ACP
572
Aveo Capital Partners
Colorado
– – -4,399 Closed
SGCA
573
Steel Grove Capital Advisors
Tennessee
– – -3,767 Closed
FWM
574
Frontier Wealth Management
Missouri
– – -3,619 Closed
WCM
575
Weatherstone Capital Management
Colorado
– – -3,470 Closed
21 22
23
24 25