iShares Russell 2000 Value ETF
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$138M |
| 2 |
Morgan Stanley
New York
|
+$121M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$121M |
| 4 |
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
Juneau,
Alaska
|
-$91.3M |
| 2 |
SV
Starboard Value
New York
|
-$75.3M |
| 3 |
SMFG
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
-$33.1M |
| 4 |
SF
Synovus Financial
Columbus,
Georgia
|
-$25.1M |
| 5 |
Goldman Sachs
New York
|
-$19.8M |
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.