iShares Russell 2000 Value ETF
740 hedge funds and large institutions have $6.49B invested in iShares Russell 2000 Value ETF in 2019 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 235 increasing their positions, 230 reducing their positions, and 38 closing their positions.
255% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 38
58% more call options, than puts
Call options by funds: $17.3M | Put options by funds: $11M
13% more funds holding
Funds holding: 652 → 740 (+88)
8% more capital invested
Capital invested by funds: $6.01B → $6.49B (+$482M)
8% more funds holding in top 10
Funds holding in top 10: 39 → 42 (+3)
2% more repeat investments, than reductions
Existing positions increased: 235 | Existing positions reduced: 230
0.63% more ownership
Funds ownership: 64.83% → 65.46% (+0.63%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$61.1M |
| 2 |
B
Bailard
Foster City,
California
|
+$54.9M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$44.2M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$43.1M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$29.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
-$134M |
| 2 |
SV
Starboard Value
New York
|
-$98.9M |
| 3 |
SGAM
Stephens Group Asset Management
Little Rock,
Arkansas
|
-$75.1M |
| 4 |
JRP
Jasper Ridge Partners
Menlo Park,
California
|
-$45.3M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$34.9M |
IWN Hedge Fund Activity: Q4 2019 in Review
740 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q4 2019, worth a combined $6.49B — up 8% from $6.01B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new IWN positions and 38 closed out — a net gain of 97 holders — while 235 added to existing stakes and 230 trimmed.
The largest buyer was Bank of America, adding an estimated $61.1M. The largest seller was M&T Bank, exiting entirely with an estimated $134M sold.
- 740 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q4 2019, up from 652 in Q3 2019.
- Funds reported $6.49B of iShares Russell 2000 Value ETF stock for Q4 2019, up 8% quarter-over-quarter.
- 135 funds opened new iShares Russell 2000 Value ETF positions in Q4 2019 and 38 closed out, a net change of +97 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q4 2019 was Bank of America, an estimated $61.1M added.
- The largest iShares Russell 2000 Value ETF seller in Q4 2019 was M&T Bank, an estimated $134M sold.
Based on aggregated 13F filings for Q4 2019.