IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

542 hedge funds and large institutions have $5.3B invested in iShares Russell 2000 Value ETF in 2017 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 172 increasing their positions, 212 reducing their positions, and 62 closing their positions.

Holders
542
Holders Change
-17
Holders Change %
-3.04%
% of All Funds
13.51%
Holding in Top 10
40
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20%
% of All Funds
1%
New
52
Increased
172
Reduced
212
Closed
62
Calls
$14.5M
Puts
$78M
Net Calls
-$63.4M
Net Calls Change
-$68.5M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$76.7M
2
Victory Capital Management
2
Victory Capital Management
Texas
$115M
3
Citigroup
3
Citigroup
New York
$65.1M
4
B
4
Bailard
California
$55.5M
5
SV
5
Starboard Value
New York
$52.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$22.9M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$4.52M
3
TM
3
Thiel Macro
California
$0
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$157M
Name Market Value Shares Shares
Change 		Shares
Change %
SLT
126
St Louis Trust
Missouri
$5.03M 42,570 -900 -2%
Cambridge Investment Research Advisors
127
Cambridge Investment Research Advisors
Iowa
$4.93M 41,703 -1,321 -3%
CIM
128
Confluence Investment Management
Missouri
$4.92M 41,618 -6,264 -13%
GIA
129
GHP Investment Advisors
Colorado
$4.82M 40,774 -766 -2%
LTFS
130
Ladenburg Thalmann Financial Services
Florida
$4.52M 38,280 -484,251 -93%
Squarepoint
131
Squarepoint
New York
$4.47M 37,863 +37,863 New
NFA
132
Nationwide Fund Advisors
Ohio
$4.4M 37,253 – –
SQA
133
Simon Quick Advisors
New Jersey
$4.33M 36,658 +7,735 +27%
MCM
134
MV Capital Management
Maryland
$4.26M 36,056 +2,228 +7%
MPWT
135
MassMutual Private Wealth & Trust
Connecticut
$4.09M 34,581 -5,736 -14%
UCFA
136
United Capital Financial Advisors
Texas
$4.05M 34,309 -352 -1%
HS
137
Huntington Steele
Pennsylvania
$3.95M 33,419 +815 +2%
UWPG
138
Ullmann Wealth Partners Group
Florida
$3.91M 33,064 -10,013 -23%
CG
139
Corundum Group
Colorado
$3.9M 32,964 +4,374 +15%
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$3.82M 32,307 +2,880 +10%
CI
141
Conning Inc
Connecticut
$3.76M 31,804 – –
FCI
142
Financial Counselors Inc
Kansas
$3.72M 31,504 -345 -1%
William Blair & Company
143
William Blair & Company
Illinois
$3.71M 31,062 +492 +2%
NFG
144
Noven Financial Group
Colorado
$3.7M 31,299 -4,219 -12%
CBU
145
CIBC Bank USA
Illinois
$3.66M 31,006 -915 -3%
JIC
146
Johnson Investment Counsel
Ohio
$3.63M 30,717 -1,064 -3%
OBWP
147
O'Brien Wealth Partners
Massachusetts
$3.62M 30,633 -3,873 -11%
GLI
148
Guardian Life Insurance
New York
$3.6M 30,503 -11,855 -28%
First Trust Advisors
149
First Trust Advisors
Illinois
$3.6M 30,467 -2,232 -7%
CM
150
Cornerstone Management
Georgia
$3.56M 30,168 +4,857 +19%
4 5
6
7 8