iShares Russell 2000 Value ETF
631 hedge funds and large institutions have $5.21B invested in iShares Russell 2000 Value ETF in 2020 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 198 increasing their positions, 263 reducing their positions, and 96 closing their positions.
9% more capital invested
Capital invested by funds: $4.75B → $5.21B (+$451M)
2.55% less ownership
Funds ownership: 72.44% → 69.89% (-2.5%)
5% less funds holding
Funds holding: 665 → 631 (-34)
7% less funds holding in top 10
Funds holding in top 10: 28 → 26 (-2)
25% less repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 263
31% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 96
98% less call options, than puts
Call options by funds: $38.5M | Put options by funds: $1.64B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$177M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$58.4M |
| 3 |
SMFG
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
+$42.8M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$35.9M |
| 5 |
SF
Synovus Financial
Columbus,
Georgia
|
+$27.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
-$123M |
| 2 |
Betterment LLC
New York
|
-$78.7M |
| 3 |
SV
Starboard Value
New York
|
-$58.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$57.9M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$57M |
IWN Hedge Fund Activity: Q2 2020 in Review
631 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q2 2020, worth a combined $5.21B — up 9.5% from $4.75B a quarter earlier.
Sellers outnumbered buyers: 96 funds closed out of IWN and 66 opened new positions — a net loss of 30 holders — while 263 trimmed existing stakes and 198 added.
The largest buyer was Morgan Stanley, adding an estimated $177M. The largest seller was Alaska Permanent Fund, cutting an estimated $123M.
- 631 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q2 2020, down from 665 in Q1 2020.
- Funds reported $5.21B of iShares Russell 2000 Value ETF stock for Q2 2020, up 9.5% quarter-over-quarter.
- 66 funds opened new iShares Russell 2000 Value ETF positions in Q2 2020 and 96 closed out, a net change of -30 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q2 2020 was Morgan Stanley, an estimated $177M added.
- The largest iShares Russell 2000 Value ETF seller in Q2 2020 was Alaska Permanent Fund, an estimated $123M sold.
Based on aggregated 13F filings for Q2 2020.