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iShares Russell 2000 Value ETF
IWN

312 hedge funds and large institutions have $16.3B invested in iShares Russell 2000 Value ETF in 2013 Q2 according to their latest regulatory filings, with 312 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

55.84% more ownership

Funds ownership: 0% → 55.84% (+56%)

50% less call options, than puts

Call options by funds: $8.83M | Put options by funds: $17.6M

Holders
312
Holders Change
+312
Holders Change %
–
% of All Funds
10.18%
Holding in Top 10
32
Holding in Top 10 Change
+32
Holding in Top 10 Change %
% of All Funds
1.04%
New
312
Increased
–
Reduced
–
Closed
–
Calls
$8.83M
Puts
$17.6M
Net Calls
-$8.73M
Net Calls Change
-$8.73M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
JRP
76
Jasper Ridge Partners
California
$6.22M +$6.13M +72,386 New
LFG
77
LifePlan Financial Group
Ohio
$5.71M +$5.63M +66,438 New
LI
78
LMCG Investments
Massachusetts
$5.61M +$5.53M +65,337 New
PVH
79
Psagot Value Holdings
Israel
$5.56M +$5.48M +64,708 New
RA
80
Royce & Associates
New York
$5.21M +$5.13M +60,600 New
CC
81
Courier Capital
New York
$5.17M +$5.1M +60,240 New
BWM
82
Braver Wealth Management
Massachusetts
$5.11M +$5.04M +59,457 New
FEG
83
Fund Evaluation Group
Ohio
$5.05M +$4.93M +58,231 New
RJA
84
Raymond James & Associates
Florida
$4.78M +$4.71M +55,588 New
RFA
85
Reilly Financial Advisors
California
$4.56M +$4.47M +52,726 New
AG
86
Appleton Group
Wisconsin
$4.49M +$4.43M +52,276 New
Invesco
87
Invesco
Georgia
$4.35M +$4.29M +50,680 New
GIA
88
GHP Investment Advisors
Colorado
$4.32M +$4.26M +50,250 New
BF
89
BOK Financial
Oklahoma
$4M +$3.94M +46,518 New
Ameriprise
90
Ameriprise
Minnesota
$3.98M +$3.93M +46,362 New
MAA
91
Managed Account Advisors
New Jersey
$3.96M +$3.91M +46,141 New
SCM
92
Schneider Capital Management
Pennsylvania
$3.94M +$3.89M +45,894 New
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$3.89M +$3.83M +45,238 New
CS
94
Credit Suisse
Switzerland
$3.88M +$3.82M +45,150 New
BFEC
95
Benjamin F. Edwards & Company
Missouri
$3.87M +$3.82M +45,097 New
WTNA
96
Wilmington Trust National Association
Delaware
$3.81M +$3.76M +44,358 New
Prudential Financial
97
Prudential Financial
New Jersey
$3.73M +$3.68M +43,455 New
NEIRG
98
New England Investment & Retirement Group
Massachusetts
$3.52M +$3.47M +40,992 New
MFW
99
Meristem Family Wealth
Minnesota
$3.34M +$3.3M +38,932 New
Jacobs Levy Equity Management
100
Jacobs Levy Equity Management
New Jersey
$3.29M +$3.24M +38,270 New
2 3
4
5 6

IWN Hedge Fund Activity: Q2 2013 in Review

312 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q2 2013, worth a combined $16.3B.

Buyers outnumbered sellers: 312 funds opened new IWN positions and 0 closed out — a net gain of 312 holders — while 0 added to existing stakes and 0 trimmed.

  • 312 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $16.3B of iShares Russell 2000 Value ETF stock for Q2 2013.
  • 312 funds opened new iShares Russell 2000 Value ETF positions in Q2 2013 and 0 closed out, a net change of +312 holders.

Based on aggregated 13F filings for Q2 2013.