iShares Russell 2000 Value ETF
884 hedge funds and large institutions have $8.29B invested in iShares Russell 2000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 260 increasing their positions, 348 reducing their positions, and 50 closing their positions.
44% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 50
10.34% more ownership
Funds ownership: 70.84% → 81.18% (+10%)
3% more funds holding in top 10
Funds holding in top 10: 32 → 33 (+1)
2% more funds holding
Funds holding: 869 → 884 (+15)
4% more capital invested
Capital invested by funds: $7.94B → $8.29B (+$342M)
25% less repeat investments, than reductions
Existing positions increased: 260 | Existing positions reduced: 348
62% less call options, than puts
Call options by funds: $24.2M | Put options by funds: $63.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCIM
Bishop & Co Investment Management
Erie,
Pennsylvania
|
+$864M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$107M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$74.7M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$51.6M |
| 5 |
Morgan Stanley
New York
|
+$49.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$129M |
| 2 |
JRP
Jasper Ridge Partners
Menlo Park,
California
|
-$43.2M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$33.8M |
| 4 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$30.4M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$23.5M |
IWN Hedge Fund Activity: Q2 2023 in Review
884 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q2 2023, worth a combined $8.29B — up 4.3% from $7.94B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new IWN positions and 50 closed out — a net gain of 22 holders — while 260 added to existing stakes and 348 trimmed.
The largest buyer was Bishop & Co Investment Management, adding an estimated $864M. The largest seller was JP Morgan Chase, cutting an estimated $129M.
- 884 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q2 2023, up from 869 in Q1 2023.
- Funds reported $8.29B of iShares Russell 2000 Value ETF stock for Q2 2023, up 4.3% quarter-over-quarter.
- 72 funds opened new iShares Russell 2000 Value ETF positions in Q2 2023 and 50 closed out, a net change of +22 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q2 2023 was Bishop & Co Investment Management, an estimated $864M added.
- The largest iShares Russell 2000 Value ETF seller in Q2 2023 was JP Morgan Chase, an estimated $129M sold.
Based on aggregated 13F filings for Q2 2023.