iShares Russell 2000 Value ETF
368 hedge funds and large institutions have $3.57B invested in iShares Russell 2000 Value ETF in 2013 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 119 increasing their positions, 126 reducing their positions, and 25 closing their positions.
180% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 25
15% more funds holding in top 10
Funds holding in top 10: 27 → 31 (+4)
12% more funds holding
Funds holding: 328 → 368 (+40)
8% more capital invested
Capital invested by funds: $3.31B → $3.57B (+$257M)
0.24% less ownership
Funds ownership: 57.72% → 57.48% (-0.24%)
6% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 126
54% less call options, than puts
Call options by funds: $7.42M | Put options by funds: $16M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
+$44.8M |
| 2 |
MCM
Munder Capital Management
Birmingham,
Michigan
|
+$23.2M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$23M |
| 4 |
CM
Churchill Management
Los Angeles,
California
|
+$18.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$17.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Curian Capital
Denver,
Colorado
|
-$60.1M |
| 2 |
Citigroup
New York
|
-$50.4M |
| 3 |
Goldman Sachs
New York
|
-$32.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$24.6M |
| 5 |
SV
Starboard Value
New York
|
-$22.4M |
IWN Hedge Fund Activity: Q4 2013 in Review
368 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q4 2013, worth a combined $3.57B — up 7.8% from $3.31B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new IWN positions and 25 closed out — a net gain of 45 holders — while 119 added to existing stakes and 126 trimmed.
The largest buyer was American International Group, adding an estimated $44.8M. The largest seller was Curian Capital, cutting an estimated $60.1M.
- 368 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q4 2013, up from 328 in Q3 2013.
- Funds reported $3.57B of iShares Russell 2000 Value ETF stock for Q4 2013, up 7.8% quarter-over-quarter.
- 70 funds opened new iShares Russell 2000 Value ETF positions in Q4 2013 and 25 closed out, a net change of +45 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q4 2013 was American International Group, an estimated $44.8M added.
- The largest iShares Russell 2000 Value ETF seller in Q4 2013 was Curian Capital, an estimated $60.1M sold.
Based on aggregated 13F filings for Q4 2013.