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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
751
Trust Company
Kansas
$4K – – –
SWA
752
Sutton Wealth Advisors
Florida
$3.56K – – –
BC
753
Belmont Capital
California
$3K – – –
BBHC
754
Brown Brothers Harriman & Co
New York
$3K – – –
GI
755
Gradient Investments
Minnesota
$3K – – –
JFA
756
JNBA Financial Advisors
Minnesota
$3K – – –
MIM
757
Macroview Investment Management
Maryland
$3K – – –
ME
758
McIlrath & Eck
Washington
$3K – – –
IA
759
Inspire Advisors
Idaho
$3K +$2.24K +19 New
JAWM
760
J. Arnold Wealth Management
Ohio
$3K +$2.48K +21 New
MCC
761
Money Concepts Capital
Florida
$3K +$2.48K +21 New
DTIM
762
Danda Trouve Investment Management
Kansas
$3K +$2.95K +25 New
MA
763
MCF Advisors
Kentucky
$2K – – –
NFSG
764
Newbridge Financial Services Group
Florida
$2K – – –
HPC
765
HM Payson & Co
Maine
$2K +$1.42K +12 New
SFPG
766
Stonebridge Financial Planning Group
Florida
$2K +$1.53K +13 New
SMA
767
Sage Mountain Advisors
Georgia
$2K +$1.77K +15 New
AIA
768
Arcadia Investment Advisors
Idaho
$1.45K +$1.3K +11 New
OIA
769
Optimum Investment Advisors
Illinois
$1K – – –
SFC
770
SYM Financial Corp
Indiana
$1K – – –
SMG
771
Spectrum Management Group
Indiana
$1K +$1.06K +9 New
SMFG
772
Sumitomo Mitsui Financial Group
Japan
– -$33.1M -333,500 Closed
Squarepoint
773
Squarepoint
New York
– -$7.84M -78,977 Closed
MCM
774
Moore Capital Management
New York
– -$6.95M -70,000 Closed
JPG
775
Jordan Park Group
California
– -$6.79M -68,346 Closed
29 30
31
32 33

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.