We are live on ! Find out more
IWN icon

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
TC
676
Truvestments Capital
Florida
$59K +$53.1K +450 New
APC
677
Aspire Private Capital
North Carolina
$58K – – –
MG
678
MilWealth Group
Wisconsin
$55K – – –
BWA
679
BDO Wealth Advisors
Florida
$54K +$3.54K +30 +8%
BW
680
Bison Wealth
Georgia
$53K – – –
CCA
681
Column Capital Advisors
Indiana
$52K +$236 +2 +0.5%
IFAM
682
Institutional & Family Asset Management
Colorado
$50K +$21.1K +179 +90%
OIM
683
Oder Investment Management
California
$50K +$45.4K +385 New
CH
684
Canton Hathaway
Rhode Island
$49K +$43.7K +370 New
GKIM
685
GW&K Investment Management
Massachusetts
$46K +$40.8K +346 New
BA
686
Ballast Advisors
Minnesota
$45K – – –
MAM
687
Marquette Asset Management
Minnesota
$43K -$7.79K -66 -17%
CTC
688
Central Trust Company
Missouri
$43K – – –
MF
689
Manchester Financial
California
$43K +$37.8K +320 +8,000%
MMG
690
Monetary Management Group
Missouri
$40K – – –
PB
691
Pinnacle Bancorp
Nebraska
$40K – – –
PCTC
692
Perkins Coie Trust Company
Washington
$39K – – –
PO
693
Private Ocean
California
$39K +$118 +1 +0.3%
FP
694
Financial Perspectives
Minnesota
$38.2K +$118 +1 +0.3%
CCM
695
Covington Capital Management
California
$38K – – –
FWC
696
First Washington Corp
Washington
$35K – – –
RE
697
RBC Europe
United Kingdom
$34.9K – – –
MPCG
698
Matrix Private Capital Group
New York
$34K +$14.2K +120 +85%
PMFA
699
Plante Moran Financial Advisors
Michigan
$33K +$2.95K +25 +11%
TWA
700
TCI Wealth Advisors
Arizona
$32K +$118 +1 +0.4%
26 27
28
29 30

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.