iShares Russell 2000 Value ETF
839 hedge funds and large institutions have $13.1B invested in iShares Russell 2000 Value ETF in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 289 increasing their positions, 288 reducing their positions, and 79 closing their positions.
58% more capital invested
Capital invested by funds: $8.28B → $13.1B (+$4.81B)
0% more repeat investments, than reductions
Existing positions increased: 289 | Existing positions reduced: 288
0% more funds holding in top 10
Funds holding in top 10: 42 → 42 (0)
0.87% less ownership
Funds ownership: 73.52% → 72.65% (-0.87%)
4% less funds holding
Funds holding: 877 → 839 (-38)
35% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 79
90% less call options, than puts
Call options by funds: $19.6M | Put options by funds: $206M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
+$214M |
| 2 |
SV
Starboard Value
New York
|
+$86.7M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$61.2M |
| 4 |
VI
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
+$31.7M |
| 5 |
FWI
Facet Wealth Inc
Baltimore,
Maryland
|
+$19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECG
Edge Capital Group
Atlanta,
Georgia
|
-$98.6M |
| 2 |
Morgan Stanley
New York
|
-$90.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$40.2M |
| 4 |
Barclays
London,
United Kingdom
|
-$38.4M |
| 5 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$29.1M |
IWN Hedge Fund Activity: Q3 2022 in Review
839 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q3 2022, worth a combined $13.1B — up 58% from $8.28B a quarter earlier.
Sellers outnumbered buyers: 79 funds closed out of IWN and 51 opened new positions — a net loss of 28 holders — while 288 trimmed existing stakes and 289 added.
The largest buyer was Alaska Permanent Fund, adding an estimated $214M. The largest seller was Edge Capital Group, cutting an estimated $98.6M.
- 839 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q3 2022, down from 877 in Q2 2022.
- Funds reported $13.1B of iShares Russell 2000 Value ETF stock for Q3 2022, up 58% quarter-over-quarter.
- 51 funds opened new iShares Russell 2000 Value ETF positions in Q3 2022 and 79 closed out, a net change of -28 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q3 2022 was Alaska Permanent Fund, an estimated $214M added.
- The largest iShares Russell 2000 Value ETF seller in Q3 2022 was Edge Capital Group, an estimated $98.6M sold.
Based on aggregated 13F filings for Q3 2022.