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iShares Russell 2000 Value ETF
IWN

770 hedge funds and large institutions have $8.54B invested in iShares Russell 2000 Value ETF in 2020 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 265 increasing their positions, 196 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

361% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 41

53% more capital invested

Capital invested by funds: $5.59B → $8.54B (+$2.95B)

38% more funds holding in top 10

Funds holding in top 10: 32 → 44 (+12)

35% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 196

21% more funds holding

Funds holding: 634 → 770 (+136)

0.32% more ownership

Funds ownership: 72.17% → 72.5% (+0.32%)

21% less call options, than puts

Call options by funds: $140M | Put options by funds: $177M

Holders
770
Holders Change
+136
Holders Change %
+21.45%
% of All Funds
13.63%
Holding in Top 10
44
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+37.5%
% of All Funds
0.78%
New
189
Increased
265
Reduced
196
Closed
41
Calls
$140M
Puts
$177M
Net Calls
-$37.1M
Net Calls Change
-$11.7M

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$138M
2
Morgan Stanley
Morgan Stanley
New York
+$121M
3
Bank of America
Bank of America
North Carolina
+$121M
4
JP Morgan Chase
JP Morgan Chase
New York
+$76.2M
5
RBA
Richard Bernstein Advisors
New York
+$72.1M

Top Sellers

Rank Fund Capital Flow
1
APF
Alaska Permanent Fund
Alaska
-$91.3M
2
SV
Starboard Value
New York
-$75.3M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
-$33.1M
4
SF
Synovus Financial
Georgia
-$25.1M
5
Goldman Sachs
Goldman Sachs
New York
-$19.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
RW
601
REDW Wealth
New Mexico
$203K +$182K +1,539 New
5L
602
55I LLC
Massachusetts
$202K +$181K +1,532 New
DW
603
Domani Wealth
Pennsylvania
$202K +$181K +1,537 New
PPP
604
Private Portfolio Partners
New Jersey
$201K +$180K +1,528 New
MFIMFI
605
Mesirow Financial Investment Management - Fixed Income
Illinois
$201K +$156K +1,320 +644%
NB
606
NBT Bank
New York
$201K +$180K +1,522 New
IC
607
Intersect Capital
California
$201K +$180K +1,523 New
AWM
608
Apollon Wealth Management
South Carolina
$201K +$180K +1,527 New
C
609
Certuity
Florida
$201K +$180K +1,527 New
CIC
610
Cornercap Investment Counsel
Georgia
$200K -$64.8K -549 -26%
FDCDDQ
611
Federation des caisses Desjardins du Quebec
Quebec, Canada
$194K +$79.1K +670 +83%
TH
612
TCTC Holdings
Texas
$194K – – –
S
613
SignatureFD
Georgia
$192K -$14.3K -121 -8%
LWANC
614
Laurel Wealth Advisors (North Carolina)
North Carolina
$191K +$708 +6 +0.4%
NL
615
NKCFO LLC
Illinois
$184K +$165K +1,400 New
SAM
616
S.A. Mason
Michigan
$174K – – –
CFA
617
Carroll Financial Associates
North Carolina
$174K +$149K +1,262 +1,942%
AWA
618
Arkadios Wealth Advisors
Georgia
$167K +$28.1K +238 +23%
SBSB
619
Sullivan, Bruyette, Speros & Blaney
Virginia
$156K – – –
CWM
620
Cranbrook Wealth Management
Michigan
$155K – – –
VCM
621
Versant Capital Management
Arizona
$154K – – –
PWPS
622
Pinnacle Wealth Planning Services
Ohio
$152K +$136K +1,156 New
MCM
623
Manchester Capital Management
Vermont
$151K +$136K +1,148 New
Lazard Asset Management
624
Lazard Asset Management
New York
$144K – – –
Toronto Dominion Bank
625
Toronto Dominion Bank
Ontario, Canada
$144K +$129K +1,096 New
23 24
25
26 27

IWN Hedge Fund Activity: Q4 2020 in Review

770 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q4 2020, worth a combined $8.54B — up 53% from $5.59B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new IWN positions and 41 closed out — a net gain of 148 holders — while 265 added to existing stakes and 196 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $138M. The largest seller was Alaska Permanent Fund, cutting an estimated $91.3M.

  • 770 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q4 2020, up from 634 in Q3 2020.
  • Funds reported $8.54B of iShares Russell 2000 Value ETF stock for Q4 2020, up 53% quarter-over-quarter.
  • 189 funds opened new iShares Russell 2000 Value ETF positions in Q4 2020 and 41 closed out, a net change of +148 holders.
  • The largest iShares Russell 2000 Value ETF buyer in Q4 2020 was Neuberger Berman Group, an estimated $138M added.
  • The largest iShares Russell 2000 Value ETF seller in Q4 2020 was Alaska Permanent Fund, an estimated $91.3M sold.

Based on aggregated 13F filings for Q4 2020.