iShares Russell 2000 Value ETF
629 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.
288% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 34
29% more repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 161
24% more funds holding in top 10
Funds holding in top 10: 34 → 42 (+8)
18% more funds holding
Funds holding: 533 → 629 (+96)
10% more capital invested
Capital invested by funds: $5.42B → $5.96B (+$541M)
1.17% more ownership
Funds ownership: 60.75% → 61.93% (+1.2%)
20% less call options, than puts
Call options by funds: $10.3M | Put options by funds: $12.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$122M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$49.3M |
| 3 |
TSS
Two Sigma Securities
New York
|
+$35.5M |
| 4 |
QIM
Quantitative Investment Management
Charlottesville,
Virginia
|
+$33M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$32.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PineBridge Investments
New York
|
-$65.5M |
| 2 |
Goldman Sachs
New York
|
-$52.4M |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$50.4M |
| 4 |
Citigroup
New York
|
-$31.5M |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$28.3M |
IWN Hedge Fund Activity: Q4 2017 in Review
629 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q4 2017, worth a combined $5.96B — up 10% from $5.42B a quarter earlier.
Buyers outnumbered sellers: 132 funds opened new IWN positions and 34 closed out — a net gain of 98 holders — while 207 added to existing stakes and 161 trimmed.
The largest buyer was Franklin Resources, adding an estimated $122M. The largest seller was PineBridge Investments, exiting entirely with an estimated $65.5M sold.
- 629 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q4 2017, up from 533 in Q3 2017.
- Funds reported $5.96B of iShares Russell 2000 Value ETF stock for Q4 2017, up 10% quarter-over-quarter.
- 132 funds opened new iShares Russell 2000 Value ETF positions in Q4 2017 and 34 closed out, a net change of +98 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q4 2017 was Franklin Resources, an estimated $122M added.
- The largest iShares Russell 2000 Value ETF seller in Q4 2017 was PineBridge Investments, an estimated $65.5M sold.
Based on aggregated 13F filings for Q4 2017.