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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
William Blair & Company
151
William Blair & Company
Illinois
$1.49M +$1.47M +17,338 New
TSW
152
Thompson Siegel & Walmsley
Virginia
$1.37M +$1.36M +16,000 New
PTC
153
Private Trust Company
Ohio
$1.37M +$1.35M +15,907 New
CA
154
Cetera Advisors
Colorado
$1.31M +$1.29M +15,220 New
DIA
155
Denver Investment Advisors
Colorado
$1.27M +$1.26M +14,833 New
PFBT
156
Parkside Financial Bank & Trust
Missouri
$1.27M +$1.25M +14,806 New
LTFS
157
Ladenburg Thalmann Financial Services
Florida
$1.26M +$1.24M +14,621 New
Charles Schwab
158
Charles Schwab
California
$1.22M +$1.19M +14,000 New
HFS
159
HL Financial Services
Kentucky
$1.19M +$1.18M +13,874 New
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$1.17M +$1.15M +13,619 New
3AM
161
3D Asset Management
Connecticut
$1.12M +$1.1M +13,022 New
ACM
162
Argentus Capital Management
Texas
$1.07M +$1.05M +12,454 New
FA
163
FCG Advisors
New Jersey
$1.04M +$1.03M +12,123 New
CDIA
164
Capital Directions Investment Advisors
Georgia
$1.02M +$1M +11,822 New
SCM
165
Sterling Capital Management
North Carolina
$1M +$987K +11,655 New
VAM
166
Visionary Asset Management
Texas
$1M +$986K +11,636 New
MLL
167
Moody Lynn & Lieberson
Massachusetts
$999K +$985K +11,625 New
PFM
168
Phillips Financial Management
Indiana
$982K +$914K +10,796 New
TCM
169
Texan Capital Management
Texas
$972K +$958K +11,315 New
RFC
170
Regions Financial Corp
Alabama
$926K +$913K +10,780 New
Brown Advisory
171
Brown Advisory
Maryland
$912K +$900K +10,627 New
FTIOP
172
Fiduciary Trust International of Pennsylvania
Pennsylvania
$849K +$837K +9,878 New
HNB
173
Huntington National Bank
Ohio
$833K – – –
WB
174
WesBanco Bank
West Virginia
$800K +$788K +9,309 New
BAC
175
Boys Arnold & Co
North Carolina
$795K +$783K +9,250 New
5 6
7
8 9

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.