iShares Russell 2000 Value ETF
832 hedge funds and large institutions have $11.4B invested in iShares Russell 2000 Value ETF in 2021 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 257 increasing their positions, 269 reducing their positions, and 59 closing their positions.
119% more first-time investments, than exits
New positions opened: 129 | Existing positions closed: 59
34% more capital invested
Capital invested by funds: $8.54B → $11.4B (+$2.87B)
27% more funds holding in top 10
Funds holding in top 10: 44 → 56 (+12)
13% more call options, than puts
Call options by funds: $88.7M | Put options by funds: $78.5M
8% more funds holding
Funds holding: 770 → 832 (+62)
4% less repeat investments, than reductions
Existing positions increased: 257 | Existing positions reduced: 269
2.72% less ownership
Funds ownership: 72.5% → 69.77% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$431M |
| 2 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$228M |
| 3 |
RBA
Richard Bernstein Advisors
New York
|
+$170M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$125M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$107M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
-$259M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$80.7M |
| 3 |
SF
Synovus Financial
Columbus,
Georgia
|
-$76.2M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$73.4M |
| 5 |
JP Morgan Chase
New York
|
-$51.5M |
IWN Hedge Fund Activity: Q1 2021 in Review
832 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q1 2021, worth a combined $11.4B — up 34% from $8.54B a quarter earlier.
Buyers outnumbered sellers: 129 funds opened new IWN positions and 59 closed out — a net gain of 70 holders — while 257 added to existing stakes and 269 trimmed.
The largest buyer was Bank of America, adding an estimated $431M. The largest seller was Alaska Permanent Fund, cutting an estimated $259M.
- 832 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q1 2021, up from 770 in Q4 2020.
- Funds reported $11.4B of iShares Russell 2000 Value ETF stock for Q1 2021, up 34% quarter-over-quarter.
- 129 funds opened new iShares Russell 2000 Value ETF positions in Q1 2021 and 59 closed out, a net change of +70 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q1 2021 was Bank of America, an estimated $431M added.
- The largest iShares Russell 2000 Value ETF seller in Q1 2021 was Alaska Permanent Fund, an estimated $259M sold.
Based on aggregated 13F filings for Q1 2021.