iShares Russell 2000 Value ETF
634 hedge funds and large institutions have $5.59B invested in iShares Russell 2000 Value ETF in 2020 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 186 increasing their positions, 257 reducing their positions, and 55 closing their positions.
23% more funds holding in top 10
Funds holding in top 10: 26 → 32 (+6)
18% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 55
7% more capital invested
Capital invested by funds: $5.21B → $5.59B (+$387M)
2.28% more ownership
Funds ownership: 69.89% → 72.17% (+2.3%)
0% more funds holding
Funds holding: 631 → 634 (+3)
28% less repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 257
41% less call options, than puts
Call options by funds: $36.2M | Put options by funds: $61.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
+$350M |
| 2 |
SV
Starboard Value
New York
|
+$65.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$39.6M |
| 4 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
+$30.3M |
| 5 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$24.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$132M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$41M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$36.6M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$21M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
-$18M |
IWN Hedge Fund Activity: Q3 2020 in Review
634 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q3 2020, worth a combined $5.59B — up 7.4% from $5.21B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new IWN positions and 55 closed out — a net gain of 10 holders — while 186 added to existing stakes and 257 trimmed.
The largest buyer was Alaska Permanent Fund, adding an estimated $350M. The largest seller was Morgan Stanley, cutting an estimated $132M.
- 634 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q3 2020, up from 631 in Q2 2020.
- Funds reported $5.59B of iShares Russell 2000 Value ETF stock for Q3 2020, up 7.4% quarter-over-quarter.
- 65 funds opened new iShares Russell 2000 Value ETF positions in Q3 2020 and 55 closed out, a net change of +10 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q3 2020 was Alaska Permanent Fund, an estimated $350M added.
- The largest iShares Russell 2000 Value ETF seller in Q3 2020 was Morgan Stanley, an estimated $132M sold.
Based on aggregated 13F filings for Q3 2020.