iShares Russell 2000 Value ETF
853 hedge funds and large institutions have $12.1B invested in iShares Russell 2000 Value ETF in 2021 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 300 increasing their positions, 277 reducing their positions, and 56 closing their positions.
54% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 56
6% more capital invested
Capital invested by funds: $11.4B → $12.1B (+$683M)
2.47% more ownership
Funds ownership: 69.79% → 72.27% (+2.5%)
2% more funds holding
Funds holding: 835 → 853 (+18)
8% more repeat investments, than reductions
Existing positions increased: 300 | Existing positions reduced: 277
0% more funds holding in top 10
Funds holding in top 10: 56 → 56 (0)
50% less call options, than puts
Call options by funds: $58.2M | Put options by funds: $116M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$210M |
| 2 |
SRA
Summit Rock Advisors
New York
|
+$118M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$91.8M |
| 4 |
CA
CSM Advisors
Warrendale,
Pennsylvania
|
+$78.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$55.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$160M |
| 2 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
-$126M |
| 3 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$76M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$67.5M |
| 5 |
Man Group
London,
United Kingdom
|
-$45.3M |
IWN Hedge Fund Activity: Q2 2021 in Review
853 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q2 2021, worth a combined $12.1B — up 6% from $11.4B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new IWN positions and 56 closed out — a net gain of 30 holders — while 300 added to existing stakes and 277 trimmed.
The largest buyer was Wells Fargo, adding an estimated $210M. The largest seller was Morgan Stanley, cutting an estimated $160M.
- 853 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q2 2021, up from 835 in Q1 2021.
- Funds reported $12.1B of iShares Russell 2000 Value ETF stock for Q2 2021, up 6% quarter-over-quarter.
- 86 funds opened new iShares Russell 2000 Value ETF positions in Q2 2021 and 56 closed out, a net change of +30 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q2 2021 was Wells Fargo, an estimated $210M added.
- The largest iShares Russell 2000 Value ETF seller in Q2 2021 was Morgan Stanley, an estimated $160M sold.
Based on aggregated 13F filings for Q2 2021.