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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
FCI
101
Financial Counselors Inc
Kansas
$3.23M +$3.18M +37,545 New
GW
102
GW & Wade
Massachusetts
$3.12M +$3.08M +36,323 New
WSFS
103
Wilmington Savings Fund Society
Delaware
$3.11M +$3.06M +36,166 New
JMPWA
104
JP Morgan Private Wealth Advisors
California
$3.06M +$3.02M +35,646 New
AB
105
Atlas Brown
Kentucky
$3.04M +$3M +35,391 New
PI
106
Placemark Investments
Illinois
$2.88M +$2.84M +33,539 New
B
107
Baird
Wisconsin
$2.79M +$2.75M +32,481 New
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$2.78M +$2.74M +32,315 New
KCG
109
Knight Capital Group
$2.73M +$2.69M +31,813 New
RCAMU
110
Rothschild & Co Asset Management US
Connecticut
$2.57M +$2.53M +29,878 New
CW
111
Cobiz Wealth
Colorado
$2.55M +$2.52M +29,733 New
DC
112
Deere & Company
Illinois
$2.54M +$2.51M +29,600 New
ANTB
113
AMG National Trust Bank
Colorado
$2.54M +$2.5M +29,529 New
GT
114
Glenmede Trust
Pennsylvania
$2.53M +$2.5M +29,515 New
AT
115
Arden Trust
Delaware
$2.51M +$2.47M +29,195 New
BGIM
116
Brandywine Global Investment Management
Pennsylvania
$2.49M +$2.45M +28,930 New
GMA
117
Goldstein Munger & Associates
California
$2.46M +$2.43M +28,644 New
MCM
118
Maple Capital Management
Vermont
$2.42M +$2.39M +28,167 New
JIC
119
Johnson Investment Counsel
Ohio
$2.37M +$2.34M +27,597 New
FMT
120
First Mercantile Trust
Tennessee
$2.33M +$2.3M +27,175 New
CCA
121
Cobblestone Capital Advisors
New York
$2.31M +$2.27M +26,828 New
Truist Financial
122
Truist Financial
North Carolina
$2.27M +$2.24M +26,424 New
CHFS
123
Cobble Hill Financial Services
New Jersey
$2.26M +$2.23M +26,350 New
HS
124
Huntington Steele
Pennsylvania
$2.25M +$2.21M +26,130 New
NG
125
NatWest Group
United Kingdom
$2.22M +$2.19M +25,824 New
3 4
5
6 7

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.