iShares Russell 2000 Value ETF
467 hedge funds and large institutions have $4.09B invested in iShares Russell 2000 Value ETF in 2016 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 155 increasing their positions, 142 reducing their positions, and 17 closing their positions.
253% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 17
30% more funds holding in top 10
Funds holding in top 10: 30 → 39 (+9)
24% more capital invested
Capital invested by funds: $3.29B → $4.09B (+$793M)
9% more funds holding
Funds holding: 429 → 467 (+38)
1.72% more ownership
Funds ownership: 57.2% → 58.92% (+1.7%)
9% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 142
8% more call options, than puts
Call options by funds: $3.67M | Put options by funds: $3.4M
Top Buyers
Top Sellers
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$105M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$51.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$29.4M |
| 4 |
SV
Starboard Value
New York
|
-$27.7M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$23.1M |
IWN Hedge Fund Activity: Q3 2016 in Review
467 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q3 2016, worth a combined $4.09B — up 24% from $3.29B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new IWN positions and 17 closed out — a net gain of 43 holders — while 155 added to existing stakes and 142 trimmed.
The largest buyer was Vaughan Nelson Investment Management, adding an estimated $125M. The largest seller was Macquarie Group, cutting an estimated $105M.
- 467 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q3 2016, up from 429 in Q2 2016.
- Funds reported $4.09B of iShares Russell 2000 Value ETF stock for Q3 2016, up 24% quarter-over-quarter.
- 60 funds opened new iShares Russell 2000 Value ETF positions in Q3 2016 and 17 closed out, a net change of +43 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q3 2016 was Vaughan Nelson Investment Management, an estimated $125M added.
- The largest iShares Russell 2000 Value ETF seller in Q3 2016 was Macquarie Group, an estimated $105M sold.
Based on aggregated 13F filings for Q3 2016.