IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

673 hedge funds and large institutions have $5.67B invested in iShares Russell 2000 Value ETF in 2019 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 196 increasing their positions, 257 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
+7
Holders Change %
+1.05%
% of All Funds
14.59%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
1%
New
80
Increased
196
Reduced
257
Closed
63
Calls
$33.2M
Puts
$10.9M
Net Calls
+$22.4M
Net Calls Change
+$19M

Top Buyers

1
SV
Starboard Value
New York
$255M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$60.1M
3
FIA
Foundations Investment Advisors
Arizona
$44M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$21.1M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$331M

Top Sellers

1
TF
TIAA FSB
Florida
$73.7M
2
Bank of America
Bank of America
North Carolina
$404M
3
Principal Financial Group
Principal Financial Group
Iowa
$5.03M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$7.42M
5
SAM
Silvercrest Asset Management
New York
$4.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
201
RWA Wealth Partners
Massachusetts
$2.25M +$2.25M +18,734 New
UAS
202
United Asset Strategies
New York
$2.19M +$416K +3,469 +23%
PA
203
Paracle Advisors
Washington
$2.11M -$98.3K -820 -4%
ATC
204
Argent Trust Co
Tennessee
$2.11M -$8.88K -74 -0.4%
FPIS
205
Financial Planning & Information Services
Wisconsin
$2.11M -$179K -1,497 -8%
GMA
206
Goldstein Munger & Associates
California
$2.11M – – –
TYCC
207
Texas Yale Capital Corp
Florida
$2.11M +$1.05M +8,782 +100%
PLU
208
Performa Ltd (US)
South Carolina
$2.09M +$1.11M +9,225 +112%
TVWM
209
Tower View Wealth Management
Wisconsin
$2.08M -$28.3K -236 -1%
Nomura Holdings
210
Nomura Holdings
Japan
$2.07M +$2.07M +17,000 New
AMG
211
Asset Management Group
Connecticut
$2.05M -$248K -2,068 -11%
CL
212
CPWM LLC
Washington
$2.04M +$1.74M +14,486 +570%
RFWA
213
RPg Family Wealth Advisory
Massachusetts
$2.01M +$1.99M +16,634 +11,472%
ANB
214
Amarillo National Bank
Texas
$2M +$2M +16,659 New
EWA
215
EP Wealth Advisors
California
$1.87M -$6.62M -55,211 -78%
SW
216
SlateStone Wealth
Florida
$1.87M +$1.87M +15,562 New
GWA
217
Guidant Wealth Advisors
Illinois
$1.86M -$2.04K -17 -0.1%
PFA
218
Pettinga Financial Advisors
Indiana
$1.85M -$379K -3,160 -17%
BMCM
219
Bryn Mawr Capital Management
Pennsylvania
$1.84M -$111K -923 -6%
Jacobs Levy Equity Management
220
Jacobs Levy Equity Management
New Jersey
$1.82M -$360K -3,000 -16%
CCT
221
Country Club Trust
Missouri
$1.77M +$513K +4,275 +41%
UCFA
222
United Capital Financial Advisors
Texas
$1.77M -$703K -5,861 -28%
GC
223
Guggenheim Capital
Illinois
$1.77M +$1.27M +10,570 +253%
FHA
224
First Horizon Advisors
Tennessee
$1.76M -$1.06M -8,874 -38%
AB
225
Atlas Brown
Kentucky
$1.74M -$23.5K -196 -1%
7 8
9
10 11