IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

598 hedge funds and large institutions have $5.6B invested in iShares Russell 2000 Value ETF in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 193 increasing their positions, 231 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
-30
Holders Change %
-4.78%
% of All Funds
13.73%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.99%
New
50
Increased
193
Reduced
231
Closed
75
Calls
$16.4M
Puts
$24.3M
Net Calls
-$7.85M
Net Calls Change
-$5.26M

Top Buyers

1
JG
Jefferies Group
New York
$48.8M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$245M
3
SGAM
Stephens Group Asset Management
Arkansas
$84.6M
4
LCM
Landscape Capital Management
New Jersey
$28.9M
5
Franklin Resources
Franklin Resources
California
$145M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$306M
2
VNIM
Vaughan Nelson Investment Management
Texas
$20.2M
3
TSS
Two Sigma Securities
New York
$3.26M
4
Victory Capital Management
Victory Capital Management
Texas
$70.4M
5
QIM
Quantitative Investment Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCB
176
Texas Capital Bancshares
Texas
$2.37M -$260K -2,131 -10%
GMA
177
Goldstein Munger & Associates
California
$2.35M -$131K -1,074 -5%
AMG
178
Asset Management Group
Connecticut
$2.31M +$7.8K +64 +0.3%
BSW
179
Buckingham Strategic Wealth
Missouri
$2.31M +$140K +1,145 +6%
BAAM
180
Baker Avenue Asset Management
California
$2.31M -$7.31K -60 -0.3%
CIR
181
Clear Investment Research
Georgia
$2.21M +$61.6K +505 +3%
MAS
182
Managed Account Services
Florida
$2.16M -$23.4K -192 -1%
Fuller & Thaler Asset Management
183
Fuller & Thaler Asset Management
California
$2.16M -$4.64M -38,088 -68%
CI
184
Cavalier Investments
Georgia
$2.15M -$401K -3,219 -16%
HB
185
Homrich & Berg
Georgia
$2.13M +$50.2K +412 +2%
Citadel Advisors
186
Citadel Advisors
Florida
$2.11M -$699K -5,736 -25%
WA
187
Winfield Associates
Ohio
$2.01M -$232K -1,900 -10%
CCT
188
Chemung Canal Trust
New York
$1.97M -$27.3K -224 -1%
BCWM
189
Bartlett & Co Wealth Management
Ohio
$1.95M +$1.95M +16,001 New
BC
190
Bartlett & Co
Ohio
$1.95M +$263K +2,155 +16%
MLL
191
Moody Lynn & Lieberson
Massachusetts
$1.94M -$80.4K -660 -4%
SPIA
192
Steward Partners Investment Advisory
New York
$1.93M +$313K +2,572 +19%
LFG
193
LifePlan Financial Group
Ohio
$1.88M -$26.9K -221 -1%
AB
194
Atlas Brown
Kentucky
$1.83M +$25.7K +211 +1%
WCF
195
West Coast Financial
California
$1.83M -$98.6K -809 -5%
FP
196
Factorial Partners
New York
$1.71M +$244K +2,000 +17%
SWP
197
Stratos Wealth Partners
Ohio
$1.7M +$154K +1,266 +10%
Bessemer Group
198
Bessemer Group
New Jersey
$1.7M +$976K +8,007 +135%
CHC
199
City Holding Co
West Virginia
$1.7M -$7.56K -62 -0.4%
WAM
200
Wolverine Asset Management
Illinois
$1.69M +$437K +3,582 +35%
6 7
8
9 10