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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
JA
1
JOYN Advisors
Georgia
$13.3B – – –
Bank of America
2
Bank of America
North Carolina
$288M +$284M +3,350,672 New
Goldman Sachs
3
Goldman Sachs
New York
$168M +$165M +1,952,394 New
Wells Fargo
4
Wells Fargo
California
$134M +$132M +1,557,344 New
Morgan Stanley
5
Morgan Stanley
New York
$133M +$131M +1,544,551 New
TCT
6
TIAA CREF Trust
Missouri
$125M +$123M +1,450,919 New
CC
7
Curian Capital
Colorado
$96.3M +$94.9M +1,120,762 New
CM
8
Churchill Management
California
$77.3M +$76.3M +900,314 New
SF
9
Synovus Financial
Georgia
$72.7M +$71.7M +846,151 New
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$71.7M +$70.7M +834,510 New
JP Morgan Chase
11
JP Morgan Chase
New York
$69.5M +$68.5M +808,556 New
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$66.7M +$65.8M +776,623 New
U
13
UBS
Switzerland
$65M +$64.1M +756,465 New
Citigroup
14
Citigroup
New York
$64.9M +$63.9M +754,999 New
SI
15
Stephens Inc
Arkansas
$63M +$62.2M +733,877 New
B
16
Bailard
California
$51.6M +$50.9M +601,031 New
Northern Trust
17
Northern Trust
Illinois
$51.4M +$50.7M +598,360 New
USAA
18
United Services Automobile Association
Texas
$44.9M +$44.2M +522,446 New
NSCM
19
New South Capital Management
Tennessee
$39M +$38.4M +453,706 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$37.3M +$36.8M +434,731 New
NRECA
21
National Rural Electric Cooperative Association
Virginia
$37M +$36.5M +431,000 New
PPA
22
Parametric Portfolio Associates
Washington
$36.6M +$36.1M +426,082 New
EIP
23
Epoch Investment Partners
New York
$34.4M +$33.9M +400,200 New
Macquarie Group
24
Macquarie Group
Australia
$33.5M +$33M +390,000 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$31.5M +$31.1M +367,218 New
1
2 3 4 5

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.