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iShares Russell 2000 Value ETF
IWN

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
942
Holders Change
+111
Holders Change %
+13.36%
% of All Funds
14.5%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
0.8%
New
171
Increased
349
Reduced
234
Closed
45
Calls
$88M
Puts
$355M
Net Calls
-$267M
Net Calls Change
-$251M

Top Buyers

Rank Fund Capital Flow
1
APF
Alaska Permanent Fund
Alaska
+$139M
2
JRP
Jasper Ridge Partners
California
+$113M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$84M
4
LOAMU
Lombard Odier Asset Management (USA)
New York
+$66.7M
5
Citigroup
Citigroup
New York
+$62.2M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$310M
2
Bank of America
Bank of America
North Carolina
-$285M
3
RBA
Richard Bernstein Advisors
New York
-$254M
4
Ameriprise
Ameriprise
Minnesota
-$151M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$68.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
826
Institutional & Family Asset Management
Colorado
$52K -$50K -300 -49%
RDIA
827
RE Dickinson Investment Advisors
Iowa
$51K +$51.2K +307 New
EWM
828
Evermay Wealth Management
Virginia
$50K – – –
FFWM
829
Future Financial Wealth Management
Ohio
$50K +$50K +300 New
TC
830
TAP Consulting
Missouri
$50K +$50.5K +303 New
NFSG
831
Newbridge Financial Services Group
Florida
$49K -$27.2K -163 -35%
PO
832
Private Ocean
California
$49K -$167 -1 -0.3%
SIC
833
Salem Investment Counselors
North Carolina
$48K -$1.83K -11 -4%
FP
834
Financial Perspectives
Minnesota
$47.2K -$500 -3 -1%
CCM
835
Covington Capital Management
California
$47K – – –
WB
836
West Bancorporation
Iowa
$47K +$47.5K +285 New
RE
837
RBC Europe
United Kingdom
$46K +$2.17K +13 +5%
HNWA
838
Henrickson Nauta Wealth Advisors
Michigan
$46K +$49.2K +295 New
UCB
839
United Community Bank
South Carolina
$45.3K +$45.5K +273 New
First Manhattan
840
First Manhattan
New York
$45K +$8K +48 +21%
FWC
841
First Washington Corp
Washington
$44K – – –
CCMW
842
Cypress Capital Management (Wyoming)
Wyoming
$43K +$42.7K +256 New
SC
843
Solstein Capital
California
$41K – – –
WBC
844
West Branch Capital
Massachusetts
$38K – – –
AWM
845
Aspire Wealth Management
Massachusetts
$37K +$37K +222 New
DWMG
846
DB Wealth Management Group
California
$37K +$37.5K +225 New
CB
847
Community Bank
New York
$35K – – –
GWS
848
Glassman Wealth Services
Virginia
$35K – – –
WWMSC
849
Wagner Wealth Management (South Carolina)
South Carolina
$35K – – –
SFA
850
Semmax Financial Advisors
North Carolina
$35K +$167 +1 +0.5%
32 33
34
35 36

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.