iShares Russell 2000 Value ETF
942 hedge funds and large institutions have $11.9B invested in iShares Russell 2000 Value ETF in 2021 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 349 increasing their positions, 234 reducing their positions, and 45 closing their positions.
280% more first-time investments, than exits
New positions opened: 171 | Existing positions closed: 45
49% more repeat investments, than reductions
Existing positions increased: 349 | Existing positions reduced: 234
13% more funds holding
Funds holding: 831 → 942 (+111)
4% more funds holding in top 10
Funds holding in top 10: 50 → 52 (+2)
2% more capital invested
Capital invested by funds: $11.7B → $11.9B (+$217M)
0.67% less ownership
Funds ownership: 75.37% → 74.7% (-0.67%)
75% less call options, than puts
Call options by funds: $88M | Put options by funds: $355M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
+$139M |
| 2 |
JRP
Jasper Ridge Partners
Menlo Park,
California
|
+$113M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$84M |
| 4 |
LOAMU
Lombard Odier Asset Management (USA)
New York
|
+$66.7M |
| 5 |
Citigroup
New York
|
+$62.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$310M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$285M |
| 3 |
RBA
Richard Bernstein Advisors
New York
|
-$254M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$151M |
| 5 |
Neuberger Berman Group
New York
|
-$68.9M |
IWN Hedge Fund Activity: Q4 2021 in Review
942 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q4 2021, worth a combined $11.9B — up 1.9% from $11.7B a quarter earlier.
Buyers outnumbered sellers: 171 funds opened new IWN positions and 45 closed out — a net gain of 126 holders — while 349 added to existing stakes and 234 trimmed.
The largest buyer was Alaska Permanent Fund, adding an estimated $139M. The largest seller was Wells Fargo, cutting an estimated $310M.
- 942 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q4 2021, up from 831 in Q3 2021.
- Funds reported $11.9B of iShares Russell 2000 Value ETF stock for Q4 2021, up 1.9% quarter-over-quarter.
- 171 funds opened new iShares Russell 2000 Value ETF positions in Q4 2021 and 45 closed out, a net change of +126 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q4 2021 was Alaska Permanent Fund, an estimated $139M added.
- The largest iShares Russell 2000 Value ETF seller in Q4 2021 was Wells Fargo, an estimated $310M sold.
Based on aggregated 13F filings for Q4 2021.