iShares Russell 2000 Value ETF
666 hedge funds and large institutions have $5.83B invested in iShares Russell 2000 Value ETF in 2018 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 229 increasing their positions, 180 reducing their positions, and 79 closing their positions.
66% more first-time investments, than exits
New positions opened: 131 | Existing positions closed: 79
42% more call options, than puts
Call options by funds: $11.4M | Put options by funds: $8.02M
27% more repeat investments, than reductions
Existing positions increased: 229 | Existing positions reduced: 180
7% more funds holding
Funds holding: 620 → 666 (+46)
1.65% more ownership
Funds ownership: 65.17% → 66.82% (+1.6%)
2% less funds holding in top 10
Funds holding in top 10: 46 → 45 (-1)
15% less capital invested
Capital invested by funds: $6.89B → $5.83B (-$1.07B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$166M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$84.9M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$61M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$51.4M |
| 5 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
+$49.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$92.9M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$90.3M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$73.8M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$67M |
| 5 |
B
Bailard
Foster City,
California
|
-$53.1M |
IWN Hedge Fund Activity: Q4 2018 in Review
666 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q4 2018, worth a combined $5.83B — down 15% from $6.89B a quarter earlier.
Buyers outnumbered sellers: 131 funds opened new IWN positions and 79 closed out — a net gain of 52 holders — while 229 added to existing stakes and 180 trimmed.
The largest buyer was Bank of America, adding an estimated $166M. The largest seller was Goldman Sachs, cutting an estimated $92.9M.
- 666 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q4 2018, up from 620 in Q3 2018.
- Funds reported $5.83B of iShares Russell 2000 Value ETF stock for Q4 2018, down 15% quarter-over-quarter.
- 131 funds opened new iShares Russell 2000 Value ETF positions in Q4 2018 and 79 closed out, a net change of +52 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q4 2018 was Bank of America, an estimated $166M added.
- The largest iShares Russell 2000 Value ETF seller in Q4 2018 was Goldman Sachs, an estimated $92.9M sold.
Based on aggregated 13F filings for Q4 2018.