IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

420 hedge funds and large institutions have $3.31B invested in iShares Russell 2000 Value ETF in 2015 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 172 increasing their positions, 115 reducing their positions, and 35 closing their positions.

Holders
420
Holders Change
+31
Holders Change %
+7.97%
% of All Funds
11.03%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.79%
New
69
Increased
172
Reduced
115
Closed
35
Calls
$7.42M
Puts
$7.07M
Net Calls
+$355K
Net Calls Change
-$1.13M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$291M
2
JIR
2
James Investment Research
Ohio
$39.1M
3
LPL Financial
3
LPL Financial
California
$69.4M
4
TCT
4
TIAA CREF Trust
Missouri
$358M
5
Wells Fargo
5
Wells Fargo
California
$160M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$123M
2
Morgan Stanley
2
Morgan Stanley
New York
$195M
3
Ameriprise
3
Ameriprise
Minnesota
$9.34M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$5.82M
5
CB
5
Cooke & Bieler
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$11.2M 121,935 -35,023 -22%
WSTAM
52
Wilbanks Smith & Thomas Asset Management
Virginia
$10.9M 118,629 -6,668 -5%
OCM
53
One Capital Management
California
$10.9M 112,998 -3,624 -3%
CONA
54
Capital One National Association
New York
$10.7M 116,639 -1,953 -2%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$9.84M 107,022 +45,782 +75%
JPMPWA
56
J.P. Morgan Private Wealth Advisors
California
$9.77M 106,287 +3,872 +4%
Ameriprise
57
Ameriprise
Minnesota
$9.34M 101,498 -476,773 -82%
SCG
58
Sonata Capital Group
Washington
$9.24M 100,487 +596 +0.6%
CIM
59
Confluence Investment Management
Missouri
$9.1M 98,960 +52,234 +112%
MCM
60
Maple Capital Management
Vermont
$9.03M 98,200 +23,411 +31%
BCIM
61
Bishop & Co Investment Management
Pennsylvania
$8.87M 96,514 +96,514 New
BGIM
62
Brandywine Global Investment Management
Pennsylvania
$8.81M 95,809 +72,054 +303%
HHC
63
Hutchin Hill Capital
New York
$8.74M 95,013 – –
FWM
64
Focused Wealth Management
New York
$8.58M 93,283 -454 -0.5%
Prudential Financial
65
Prudential Financial
New Jersey
$8.51M 92,439 +30,500 +49%
Two Sigma Investments
66
Two Sigma Investments
New York
$8.19M 89,000 +89,000 New
IFA
67
Interactive Financial Advisors
Illinois
$8.06M 87,629 -2,307 -3%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$7.82M 85,107 +1,833 +2%
WRF
69
Waddell & Reed Financial
Kansas
$7.82M 85,000 +85,000 New
SEI Investments
70
SEI Investments
Pennsylvania
$7.57M 82,292 +43,972 +115%
V
71
Veritable
Delaware
$7.51M 81,678 -960 -1%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$7.44M 80,944 +4,328 +6%
BIM
73
BlackRock Investment Management
Delaware
$7.36M 80,031 -1,521 -2%
WT
74
Whittier Trust
California
$7.33M 79,710 -1,491 -2%
RFA
75
Reilly Financial Advisors
California
$6.9M 75,084 +2,296 +3%
1 2
3
4 5