iShares Russell 2000 Value ETF
675 hedge funds and large institutions have $5.67B invested in iShares Russell 2000 Value ETF in 2019 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 197 increasing their positions, 257 reducing their positions, and 63 closing their positions.
206% more call options, than puts
Call options by funds: $33.2M | Put options by funds: $10.9M
29% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 63
2% more funds holding in top 10
Funds holding in top 10: 45 → 46 (+1)
1% more funds holding
Funds holding: 667 → 675 (+8)
3% less capital invested
Capital invested by funds: $5.83B → $5.67B (-$159M)
4.75% less ownership
Funds ownership: 66.82% → 62.07% (-4.8%)
23% less repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 257
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SV
Starboard Value
New York
|
+$171M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$59.8M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$43.9M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
+$21M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$20.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$569M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$166M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$88M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$57.5M |
| 5 |
SAM
Silvercrest Asset Management
New York
|
-$36.5M |
IWN Hedge Fund Activity: Q1 2019 in Review
675 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q1 2019, worth a combined $5.67B — down 2.7% from $5.83B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new IWN positions and 63 closed out — a net gain of 18 holders — while 197 added to existing stakes and 257 trimmed.
The largest buyer was Starboard Value, adding an estimated $171M. The largest seller was TIAA FSB, cutting an estimated $569M.
- 675 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q1 2019, up from 667 in Q4 2018.
- Funds reported $5.67B of iShares Russell 2000 Value ETF stock for Q1 2019, down 2.7% quarter-over-quarter.
- 81 funds opened new iShares Russell 2000 Value ETF positions in Q1 2019 and 63 closed out, a net change of +18 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q1 2019 was Starboard Value, an estimated $171M added.
- The largest iShares Russell 2000 Value ETF seller in Q1 2019 was TIAA FSB, an estimated $569M sold.
Based on aggregated 13F filings for Q1 2019.