iShares Russell 2000 Value ETF
534 hedge funds and large institutions have $5.43B invested in iShares Russell 2000 Value ETF in 2017 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 188 increasing their positions, 174 reducing their positions, and 40 closing their positions.
35% more call options, than puts
Call options by funds: $17M | Put options by funds: $12.6M
28% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 40
1% more funds holding
Funds holding: 527 → 534 (+7)
8% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 174
4% more capital invested
Capital invested by funds: $5.21B → $5.43B (+$221M)
0.38% less ownership
Funds ownership: 61.14% → 60.76% (-0.38%)
6% less funds holding in top 10
Funds holding in top 10: 36 → 34 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$148M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$33.2M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$29.5M |
| 4 |
Morgan Stanley
New York
|
+$28.5M |
| 5 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$26.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$79.3M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$76M |
| 3 |
B
Bailard
Foster City,
California
|
-$50.7M |
| 4 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$41.2M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$31.4M |
IWN Hedge Fund Activity: Q3 2017 in Review
534 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q3 2017, worth a combined $5.43B — up 4.2% from $5.21B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new IWN positions and 40 closed out — a net gain of 11 holders — while 188 added to existing stakes and 174 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $148M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $79.3M.
- 534 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q3 2017, up from 527 in Q2 2017.
- Funds reported $5.43B of iShares Russell 2000 Value ETF stock for Q3 2017, up 4.2% quarter-over-quarter.
- 51 funds opened new iShares Russell 2000 Value ETF positions in Q3 2017 and 40 closed out, a net change of +11 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q3 2017 was Goldman Sachs, an estimated $148M added.
- The largest iShares Russell 2000 Value ETF seller in Q3 2017 was Vaughan Nelson Investment Management, an estimated $79.3M sold.
Based on aggregated 13F filings for Q3 2017.