IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

598 hedge funds and large institutions have $5.6B invested in iShares Russell 2000 Value ETF in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 193 increasing their positions, 231 reducing their positions, and 75 closing their positions.

Holders
598
Holders Change
-30
Holders Change %
-4.78%
% of All Funds
13.73%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.99%
New
50
Increased
193
Reduced
231
Closed
75
Calls
$16.4M
Puts
$24.3M
Net Calls
-$7.85M
Net Calls Change
-$5.26M

Top Buyers

1
JG
1
Jefferies Group
New York
$48.8M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$245M
3
SGAM
3
Stephens Group Asset Management
Arkansas
$84.6M
4
LCM
4
Landscape Capital Management
New Jersey
$28.9M
5
Franklin Resources
5
Franklin Resources
California
$145M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$306M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$20.2M
3
TSS
3
Two Sigma Securities
New York
$3.26M
4
Victory Capital Management
4
Victory Capital Management
Texas
$70.4M
5
QIM
5
Quantitative Investment Management
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TF
1
TIAA FSB
Florida
$626M 5,135,036 +130,176 +3%
Bank of America
2
Bank of America
North Carolina
$429M 3,518,362 +50,753 +1%
Morgan Stanley
3
Morgan Stanley
New York
$369M 3,026,436 -104,534 -3%
Goldman Sachs
4
Goldman Sachs
New York
$306M 2,514,071 -497,883 -17%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$245M 2,010,157 +284,522 +16%
Wells Fargo
6
Wells Fargo
California
$205M 1,682,387 +105,147 +7%
M&T Bank
7
M&T Bank
New York
$146M 1,194,626 +33,980 +3%
Franklin Resources
8
Franklin Resources
California
$145M 1,190,053 +192,248 +19%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$139M 1,140,212 +99,126 +10%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$108M 886,676 -6,101 -0.7%
UBS Group
11
UBS Group
Switzerland
$99.4M 815,477 +22,041 +3%
Northern Trust
12
Northern Trust
Illinois
$94.8M 777,653 -16,139 -2%
TAIM
13
TD Ameritrade Investment Management
Nebraska
$93.2M 764,668 +23,139 +3%
SGAM
14
Stephens Group Asset Management
Arkansas
$84.6M 694,336 +241,454 +53%
SF
15
Synovus Financial
Georgia
$73M 598,548 +59,864 +11%
Victory Capital Management
16
Victory Capital Management
Texas
$70.4M 577,969 -308,063 -35%
Betterment LLC
17
Betterment LLC
New York
$65.5M 527,901 +118,893 +29%
SI
18
Stephens Inc
Arkansas
$63.1M 517,325 +37,319 +8%
SV
19
Starboard Value
New York
$59.8M 491,000 -35,000 -7%
DADC
20
D.A. Davidson & Co
Montana
$55.6M 456,467 +27,071 +6%
ECM
21
ETrade Capital Management
Virginia
$54.7M 448,431 -89,614 -17%
LPL Financial
22
LPL Financial
California
$53M 434,895 +23,368 +6%
MGIA
23
Moneta Group Investment Advisors
Missouri
$50.1M 410,795 +75,068 +22%
JG
24
Jefferies Group
New York
$48.8M 400,000 +400,000 New
BlackRock
25
BlackRock
New York
$47.5M 389,332 -84,593 -18%
1
2 3 4 5