iShares Russell 2000 Value ETF
527 hedge funds and large institutions have $5.21B invested in iShares Russell 2000 Value ETF in 2017 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 152 increasing their positions, 195 reducing their positions, and 48 closing their positions.
32% more call options, than puts
Call options by funds: $22.1M | Put options by funds: $16.7M
0.54% more ownership
Funds ownership: 60.6% → 61.14% (+0.54%)
2% less capital invested
Capital invested by funds: $5.32B → $5.21B (-$116M)
3% less funds holding
Funds holding: 544 → 527 (-17)
10% less funds holding in top 10
Funds holding in top 10: 40 → 36 (-4)
19% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 48
22% less repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 195
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$44.2M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$34.2M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$33.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$31.4M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$28.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$56M |
| 2 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$42.9M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$34.6M |
| 4 |
Citigroup
New York
|
-$30.8M |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
-$27.6M |
IWN Hedge Fund Activity: Q2 2017 in Review
527 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q2 2017, worth a combined $5.21B — down 2.2% from $5.32B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of IWN and 39 opened new positions — a net loss of 9 holders — while 195 trimmed existing stakes and 152 added.
The largest buyer was LPL Financial, adding an estimated $44.2M. The largest seller was Goldman Sachs, cutting an estimated $56M.
- 527 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q2 2017, down from 544 in Q1 2017.
- Funds reported $5.21B of iShares Russell 2000 Value ETF stock for Q2 2017, down 2.2% quarter-over-quarter.
- 39 funds opened new iShares Russell 2000 Value ETF positions in Q2 2017 and 48 closed out, a net change of -9 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q2 2017 was LPL Financial, an estimated $44.2M added.
- The largest iShares Russell 2000 Value ETF seller in Q2 2017 was Goldman Sachs, an estimated $56M sold.
Based on aggregated 13F filings for Q2 2017.