IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

559 hedge funds and large institutions have $5.35B invested in iShares Russell 2000 Value ETF in 2016 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 187 increasing their positions, 153 reducing their positions, and 26 closing their positions.

Holders
559
Holders Change
+92
Holders Change %
+19.7%
% of All Funds
14%
Holding in Top 10
50
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.21%
% of All Funds
1.25%
New
122
Increased
187
Reduced
153
Closed
26
Calls
$12.2M
Puts
$7.05M
Net Calls
+$5.11M
Net Calls Change
+$4.84M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$324M
2
Goldman Sachs
2
Goldman Sachs
New York
$279M
3
Morgan Stanley
3
Morgan Stanley
New York
$360M
4
Victory Capital Management
4
Victory Capital Management
Texas
$61.1M
5
TM
5
Thiel Macro
California
$48M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
SV
2
Starboard Value
New York
$6.07M
3
B
3
Bailard
California
$6.7M
4
SF
4
Synovus Financial
Georgia
$53.3M
5
American Century Companies
5
American Century Companies
Missouri
$882K
Name Market Value Shares Shares
Change 		Shares
Change %
PA
101
Parkside Advisors
California
$8.18M 68,742 -3,383 -5%
CC
102
Courier Capital
New York
$7.75M 65,120 -2,594 -4%
Capital Fund Management (CFM)
103
Capital Fund Management (CFM)
France
$7.74M 65,100 +65,100 New
HHC
104
Hutchin Hill Capital
New York
$7.33M 61,624 – –
JRP
105
Jasper Ridge Partners
California
$7.31M 61,471 – –
V
106
Veritable
Delaware
$7.26M 61,057 +45 +0.1%
SWPG
107
Strategic Wealth Partners Group
Illinois
$7.08M 59,534 +2,044 +4%
PFBT
108
Parkside Financial Bank & Trust
Missouri
$7.08M 59,523 -3,478 -6%
JPMorgan Chase & Co
109
JPMorgan Chase & Co
New York
$7.04M 59,153 -1,563 -3%
BWM
110
Braver Wealth Management
Massachusetts
$6.93M 58,271 -3,280 -5%
LFWA
111
LBJ Family Wealth Advisors
Texas
$6.9M 57,985 -181 -0.3%
B
112
Bailard
California
$6.7M 56,355 -468,642 -89%
MCM
113
MAI Capital Management
Ohio
$6.52M 54,802 -1,714 -3%
BGIM
114
Brandywine Global Investment Management
Pennsylvania
$6.51M 54,717 +20,753 +61%
TH
115
Timber Hill
Connecticut
$6.41M 53,852 -57,444 -52%
Neuberger Berman Group
116
Neuberger Berman Group
New York
$6.13M 51,514 +40,152 +353%
SV
117
Starboard Value
New York
$6.07M 51,000 -505,000 -91%
DA
118
DSC Advisors
Illinois
$5.84M 49,080 +37,320 +317%
Prudential Financial
119
Prudential Financial
New Jersey
$5.77M 48,539 -17,100 -26%
Millennium Management
120
Millennium Management
New York
$5.71M 48,000 +5,000 +12%
CIM
121
Confluence Investment Management
Missouri
$5.7M 47,882 -4,397 -8%
CIBC Private Wealth Group
122
CIBC Private Wealth Group
Georgia
$5.51M 46,347 +2,721 +6%
MFS
123
MSI Financial Services
Massachusetts
$5.45M 45,836 +4,816 +12%
Truist Financial
124
Truist Financial
North Carolina
$5.45M 45,787 -4,375 -9%
TAM
125
Tocqueville Asset Management
New York
$5.43M 45,670 +37,360 +450%
3 4
5
6 7