iShares Russell 2000 Value ETF
665 hedge funds and large institutions have $4.7B invested in iShares Russell 2000 Value ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 211 increasing their positions, 273 reducing their positions, and 130 closing their positions.
46% more call options, than puts
Call options by funds: $6.78M | Put options by funds: $4.65M
6.2% more ownership
Funds ownership: 65.45% → 71.65% (+6.2%)
10% less funds holding
Funds holding: 741 → 665 (-76)
23% less repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 273
28% less capital invested
Capital invested by funds: $6.49B → $4.7B (-$1.79B)
33% less funds holding in top 10
Funds holding in top 10: 42 → 28 (-14)
49% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 130
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$306M |
| 2 |
Betterment LLC
New York
|
+$138M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$116M |
| 4 |
M&T Bank
Buffalo,
New York
|
+$103M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$34.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$71.7M |
| 2 |
B
Bailard
Foster City,
California
|
-$48M |
| 3 |
Neuberger Berman Group
New York
|
-$43M |
| 4 |
Citigroup
New York
|
-$38.7M |
| 5 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
-$36.6M |
IWN Hedge Fund Activity: Q1 2020 in Review
665 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q1 2020, worth a combined $4.7B — down 28% from $6.49B a quarter earlier.
Sellers outnumbered buyers: 130 funds closed out of IWN and 66 opened new positions — a net loss of 64 holders — while 273 trimmed existing stakes and 211 added.
The largest buyer was Morgan Stanley, adding an estimated $306M. The largest seller was Bank of America, cutting an estimated $71.7M.
- 665 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q1 2020, down from 741 in Q4 2019.
- Funds reported $4.7B of iShares Russell 2000 Value ETF stock for Q1 2020, down 28% quarter-over-quarter.
- 66 funds opened new iShares Russell 2000 Value ETF positions in Q1 2020 and 130 closed out, a net change of -64 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q1 2020 was Morgan Stanley, an estimated $306M added.
- The largest iShares Russell 2000 Value ETF seller in Q1 2020 was Bank of America, an estimated $71.7M sold.
Based on aggregated 13F filings for Q1 2020.