IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

666 hedge funds and large institutions have $5.83B invested in iShares Russell 2000 Value ETF in 2018 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 229 increasing their positions, 180 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+47
Holders Change %
+7.59%
% of All Funds
14.86%
Holding in Top 10
45
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.17%
% of All Funds
1%
New
131
Increased
229
Reduced
180
Closed
78
Calls
$11.4M
Puts
$8.02M
Net Calls
+$3.36M
Net Calls Change
+$42.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$512M
2
Principal Financial Group
Principal Financial Group
Iowa
$83.8M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$58.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$119M
5
CL
Cabana LLC
Arkansas
$44.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$167M
2
CWM
Cornerstone Wealth Management
Missouri
$755K
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
4
Franklin Resources
Franklin Resources
California
$66.3M
5
B
Bailard
California
$3.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
701
Sterneck Capital Management
Missouri
– -$283K -2,127 Closed
MSR
702
Main Street Research
Connecticut
– -$269K -2,024 Closed
IP
703
Intellectus Partners
California
– -$268K -2,007 Closed
PGFC
704
Peapack-Gladstone Financial Corp
New Jersey
– -$267K -2,003 Closed
PCM
705
Piermont Capital Management
Missouri
– -$266K -2,000 Closed
Dodge & Cox
706
Dodge & Cox
California
– -$256K -1,925 Closed
SFA
707
Sequoia Financial Advisors
Ohio
– -$246K -1,848 Closed
WTFG
708
Wells Trecaso Financial Group
Ohio
– -$241K -1,809 Closed
FPCP
709
Fort Point Capital Partners
California
– -$239K -1,800 Closed
AFP
710
Ausdal Financial Partners
Iowa
– -$236K -1,777 Closed
CAG
711
Crestwood Advisors Group
Massachusetts
– -$236K -1,776 Closed
NFC
712
Northeast Financial Consultants
Connecticut
– -$222K -1,670 Closed
TFCP
713
Twin Focus Capital Partners
Massachusetts
– -$219K -1,648 Closed
MWM
714
Mission Wealth Management
California
– -$219K -1,648 Closed
SFM
715
Signature Financial Management
Virginia
– -$216K -1,625 Closed
DCM
716
Donaldson Capital Management
Indiana
– -$215K -1,619 Closed
FCFC
717
First Commonwealth Financial Corp
Pennsylvania
– -$215K -1,618 Closed
TC
718
Telemus Capital
Michigan
– -$214K -1,611 Closed
GT
719
Greenleaf Trust
Michigan
– -$214K -1,609 Closed
WT
720
Washington Trust
Rhode Island
– -$210K -1,582 Closed
PIM
721
Penobscot Investment Management
Massachusetts
– -$203K -1,525 Closed
MPM
722
Meritage Portfolio Management
Kansas
– -$200K -1,507 Closed
ATFA
723
All Terrain Financial Advisors
Minnesota
– -$200K -1,505 Closed
BCM
724
BTC Capital Management
Iowa
– -$200K -1,500 Closed
LA
725
Legacy Advisors
Pennsylvania
– -$186K -1,391 Closed
26 27 28
29
30