iShares Russell 2000 Value ETF
560 hedge funds and large institutions have $5.35B invested in iShares Russell 2000 Value ETF in 2016 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 187 increasing their positions, 153 reducing their positions, and 26 closing their positions.
373% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 26
72% more call options, than puts
Call options by funds: $12.2M | Put options by funds: $7.05M
31% more capital invested
Capital invested by funds: $4.09B → $5.35B (+$1.27B)
28% more funds holding in top 10
Funds holding in top 10: 39 → 50 (+11)
22% more repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 153
20% more funds holding
Funds holding: 467 → 560 (+93)
2.53% more ownership
Funds ownership: 58.92% → 61.45% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$67.9M |
| 2 |
Goldman Sachs
New York
|
+$64.6M |
| 3 |
Morgan Stanley
New York
|
+$56.4M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$52.1M |
| 5 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$42.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$101M |
| 2 |
SV
Starboard Value
New York
|
-$55.8M |
| 3 |
B
Bailard
Foster City,
California
|
-$51.8M |
| 4 |
SF
Synovus Financial
Columbus,
Georgia
|
-$16.4M |
| 5 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$11.5M |
IWN Hedge Fund Activity: Q4 2016 in Review
560 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q4 2016, worth a combined $5.35B — up 31% from $4.09B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new IWN positions and 26 closed out — a net gain of 97 holders — while 187 added to existing stakes and 153 trimmed.
The largest buyer was Bank of America, adding an estimated $67.9M. The largest seller was Horizon Investments, exiting entirely with an estimated $101M sold.
- 560 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q4 2016, up from 467 in Q3 2016.
- Funds reported $5.35B of iShares Russell 2000 Value ETF stock for Q4 2016, up 31% quarter-over-quarter.
- 123 funds opened new iShares Russell 2000 Value ETF positions in Q4 2016 and 26 closed out, a net change of +97 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q4 2016 was Bank of America, an estimated $67.9M added.
- The largest iShares Russell 2000 Value ETF seller in Q4 2016 was Horizon Investments, an estimated $101M sold.
Based on aggregated 13F filings for Q4 2016.