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
$255M
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
$331M

Top Sellers

1
TF
TIAA FSB
Florida
$73.7M
2
Bank of America
Bank of America
North Carolina
$404M
3
Principal Financial Group
Principal Financial Group
Iowa
$5.03M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$7.42M
5
SAM
Silvercrest Asset Management
New York
$4.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
626
Armor Investment Advisors
North Carolina
$16K -$1.48K -12 -8%
WWM
627
Willingdon Wealth Management
North Carolina
$16K – – –
S
628
SignatureFD
Georgia
$15K -$98.9K -831 -87%
FHB
629
First Hawaiian Bank
Hawaii
$14K – – –
DWM
630
Destination Wealth Management
California
$13K +$13K +105 New
EI
631
Ellevest Inc
New York
$12K – – –
BWM
632
BerganKDV Wealth Management
Minnesota
$12K – – –
CMO
633
Covenant Multifamily Offices
Texas
$12K +$12K +97 New
CRM
634
Cramer Rosenthal McGlynn
Connecticut
$11K -$447K -3,660 -98%
AIM
635
Arcadia Investment Management
Michigan
$11K -$191K -1,560 -95%
NWA
636
New World Advisors
Massachusetts
$11K +$11K +92 New
LHC
637
Little House Capital
Massachusetts
$11K +$11K +100 New
ARMC
638
American Research & Management Company
Massachusetts
$10K – – –
HCM
639
Highlander Capital Management
New Jersey
$10K – – –
CBT
640
Central Bank & Trust
Kentucky
$10K – – –
BWA
641
Burt Wealth Advisors
Maryland
$9K – – –
1NWS
642
1 North Wealth Services
Maryland
$9K – – –
PFO
643
Pathstone Family Office
New Jersey
$9K – – –
AC
644
Avestar Capital
New York
$9K +$9K +80 New
CIM
645
Contravisory Investment Management
Massachusetts
$8K +$8K +67 New
FRA
646
Front Row Advisors
California
$7K – – –
BCI
647
Brinker Capital Investments
Pennsylvania
$7K – – –
CAGAS
648
Capital Advisory Group Advisory Services
Minnesota
$7K – – –
TRCT
649
Tower Research Capital (TRC)
New York
$7K +$4.13K +33 +143%
EWM
650
Executive Wealth Management
Michigan
$7K +$5.31K +44 +314%
24 25
26
27 28