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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
CK
126
Carnick & Kubik
Colorado
$2.22M +$2.19M +25,799 New
GHC
127
GETCO Holding Company
Illinois
$2.21M +$2.18M +25,742 New
AIG
128
American International Group
New York
$2.17M +$2.14M +25,293 New
CCT
129
Chemung Canal Trust
New York
$2.15M +$2.12M +25,074 New
WCF
130
West Coast Financial
California
$2.1M +$2.07M +24,440 New
NCMW
131
Northern Capital Management (Wisconsin)
Wisconsin
$2.03M +$2.01M +23,680 New
Jones Financial Companies
132
Jones Financial Companies
Missouri
$2.03M +$2M +23,613 New
CBU
133
CIBC Bank USA
Illinois
$2M +$1.97M +23,243 New
FIAS
134
FinTrust Investment Advisory Services
South Carolina
$1.98M +$1.96M +23,094 New
UCFA
135
United Capital Financial Advisors
Texas
$1.98M +$1.95M +23,080 New
FIM
136
Freedom Investment Management
Connecticut
$1.97M +$1.94M +22,952 New
AL
137
Aspiriant LLC
California
$1.87M +$1.84M +21,765 New
BIM
138
BlackRock Investment Management
Delaware
$1.8M +$1.78M +20,968 New
I2I
139
Insight 2811 Inc
Illinois
$1.76M +$1.74M +20,511 New
AMG
140
Asset Management Group
Connecticut
$1.76M +$1.73M +20,464 New
RC
141
Riversville Capital
Connecticut
$1.72M +$1.7M +20,017 New
WTC
142
WhitTier Trust Company
Nevada
$1.68M +$1.65M +19,499 New
TI
143
Truepoint Inc
Ohio
$1.66M +$1.64M +19,382 New
EWA
144
Exencial Wealth Advisors
Oklahoma
$1.65M +$1.54M +18,163 New
Natixis Advisors
145
Natixis Advisors
Massachusetts
$1.6M +$1.58M +18,674 New
BSW
146
Buckingham Strategic Wealth
Missouri
$1.59M +$1.57M +18,498 New
Fisher Asset Management
147
Fisher Asset Management
Washington
$1.57M +$1.55M +18,288 New
FHC
148
First Heartland Consultants
Missouri
$1.57M +$1.55M +18,276 New
SGCA
149
Steel Grove Capital Advisors
Tennessee
$1.52M +$1.5M +17,716 New
LIA
150
LS Investment Advisors
Michigan
$1.52M +$1.5M +17,675 New
4 5
6
7 8

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.