iShares Russell 2000 Value ETF
971 hedge funds and large institutions have $10.2B invested in iShares Russell 2000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 297 increasing their positions, 333 reducing their positions, and 49 closing their positions.
214% more first-time investments, than exits
New positions opened: 154 | Existing positions closed: 49
33% more capital invested
Capital invested by funds: $7.66B → $10.2B (+$2.53B)
31% more funds holding in top 10
Funds holding in top 10: 26 → 34 (+8)
10% more funds holding
Funds holding: 882 → 971 (+89)
7.1% more ownership
Funds ownership: 74.46% → 81.56% (+7.1%)
4% less call options, than puts
Call options by funds: $90.1M | Put options by funds: $94.2M
11% less repeat investments, than reductions
Existing positions increased: 297 | Existing positions reduced: 333
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$802M |
| 2 |
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
|
+$191M |
| 3 |
Goldman Sachs
New York
|
+$52.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$50.3M |
| 5 |
M&T Bank
Buffalo,
New York
|
+$38.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$54.2M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$35.2M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$30.9M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$23.6M |
| 5 |
Bank of New York Mellon
New York
|
-$23.5M |
IWN Hedge Fund Activity: Q4 2023 in Review
971 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q4 2023, worth a combined $10.2B — up 33% from $7.66B a quarter earlier.
Buyers outnumbered sellers: 154 funds opened new IWN positions and 49 closed out — a net gain of 105 holders — while 297 added to existing stakes and 333 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $802M. The largest seller was Susquehanna International Group, cutting an estimated $54.2M.
- 971 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q4 2023, up from 882 in Q3 2023.
- Funds reported $10.2B of iShares Russell 2000 Value ETF stock for Q4 2023, up 33% quarter-over-quarter.
- 154 funds opened new iShares Russell 2000 Value ETF positions in Q4 2023 and 49 closed out, a net change of +105 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q4 2023 was Morgan Stanley, an estimated $802M added.
- The largest iShares Russell 2000 Value ETF seller in Q4 2023 was Susquehanna International Group, an estimated $54.2M sold.
Based on aggregated 13F filings for Q4 2023.