IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

368 hedge funds and large institutions have $3.57B invested in iShares Russell 2000 Value ETF in 2013 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 119 increasing their positions, 126 reducing their positions, and 25 closing their positions.

Holders
368
Holders Change
+40
Holders Change %
+12.2%
% of All Funds
10.69%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.9%
New
70
Increased
119
Reduced
126
Closed
25
Calls
$7.42M
Puts
$16M
Net Calls
-$8.57M
Net Calls Change
-$14.8M

Top Buyers

1
AIG
1
American International Group
New York
$47.6M
2
MCM
2
Munder Capital Management
Michigan
$24.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$32.9M
4
CM
4
Churchill Management
California
$112M
5
Bank of America
5
Bank of America
North Carolina
$374M

Top Sellers

1
CC
1
Curian Capital
Colorado
$97.9M
2
Citigroup
2
Citigroup
New York
$24.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$213M
4
Wells Fargo
4
Wells Fargo
California
$155M
5
SV
5
Starboard Value
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MFIMFI
151
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.91M 19,198 +106 +0.6%
CA
152
Cetera Advisors
Colorado
$1.91M 19,238 +3,626 +23%
TSW
153
Thompson Siegel & Walmsley
Virginia
$1.85M 18,627 +1,953 +12%
BSW
154
Buckingham Strategic Wealth
Missouri
$1.83M 18,376 +58 +0.3%
EWA
155
Exencial Wealth Advisors
Oklahoma
$1.82M 18,163 – –
Barclays
156
Barclays
United Kingdom
$1.8M 18,146 +10,471 +136%
William Blair & Company
157
William Blair & Company
Illinois
$1.77M 17,771 -819 -4%
NFA
158
Nationwide Fund Advisors
Ohio
$1.74M 17,500 -1,200 -6%
LTFS
159
Ladenburg Thalmann Financial Services
Florida
$1.74M 17,491 -101,613 -85%
CBU
160
CIBC Bank USA
Illinois
$1.72M 17,239 +5,565 +48%
FPA
161
Fieldpoint Private Advisors
New York
$1.64M 16,440 +50 +0.3%
PPA
162
Parametric Portfolio Associates
Washington
$1.6M 16,122 +432 +3%
FHC
163
First Heartland Consultants
Missouri
$1.56M 15,683 -3,303 -17%
BAC
164
Boys Arnold & Co
North Carolina
$1.56M 15,665 -350 -2%
JC
165
JBF Capital
Colorado
$1.49M 15,000 +15,000 New
CHC
166
City Holding Co
West Virginia
$1.43M 14,390 +14,390 New
Federated Hermes
167
Federated Hermes
Pennsylvania
$1.4M 14,037 -3,363 -19%
HFS
168
HL Financial Services
Kentucky
$1.4M 14,021 +474 +3%
WA
169
Winfield Associates
Ohio
$1.38M 13,910 +13,910 New
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$1.35M 13,560 +57 +0.4%
Millennium Management
171
Millennium Management
New York
$1.35M 13,553 +125 +0.9%
Prudential Financial
172
Prudential Financial
New Jersey
$1.3M 13,076 -7,686 -37%
FIM
173
Freedom Investment Management
Connecticut
$1.29M 13,000 -3,438 -21%
First Trust Advisors
174
First Trust Advisors
Illinois
$1.29M 12,974 +1,638 +14%
Fisher Asset Management
175
Fisher Asset Management
Washington
$1.29M 12,955 +1,695 +15%
5 6
7
8 9