iShares Russell 2000 Value ETF
933 hedge funds and large institutions have $8.66B invested in iShares Russell 2000 Value ETF in 2022 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 313 increasing their positions, 283 reducing their positions, and 50 closing their positions.
222% more first-time investments, than exits
New positions opened: 161 | Existing positions closed: 50
14% more funds holding in top 10
Funds holding in top 10: 42 → 48 (+6)
11% more funds holding
Funds holding: 840 → 933 (+93)
11% more repeat investments, than reductions
Existing positions increased: 313 | Existing positions reduced: 283
8% more capital invested
Capital invested by funds: $7.99B → $8.66B (+$671M)
0.04% less ownership
Funds ownership: 72.64% → 72.6% (-0.04%)
80% less call options, than puts
Call options by funds: $16.5M | Put options by funds: $84.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Bailard
Foster City,
California
|
+$53.2M |
| 2 |
SV
Starboard Value
New York
|
+$42.4M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$39.4M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$26.2M |
| 5 |
JRP
Jasper Ridge Partners
Menlo Park,
California
|
+$25.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
-$254M |
| 2 |
FWI
Facet Wealth Inc
Baltimore,
Maryland
|
-$80.7M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$54.6M |
| 4 |
JP Morgan Chase
New York
|
-$50.3M |
| 5 |
Goldman Sachs
New York
|
-$29.7M |
IWN Hedge Fund Activity: Q4 2022 in Review
933 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q4 2022, worth a combined $8.66B — up 8.4% from $7.99B a quarter earlier.
Buyers outnumbered sellers: 161 funds opened new IWN positions and 50 closed out — a net gain of 111 holders — while 313 added to existing stakes and 283 trimmed.
The largest buyer was Bailard, adding an estimated $53.2M. The largest seller was Alaska Permanent Fund, cutting an estimated $254M.
- 933 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q4 2022, up from 840 in Q3 2022.
- Funds reported $8.66B of iShares Russell 2000 Value ETF stock for Q4 2022, up 8.4% quarter-over-quarter.
- 161 funds opened new iShares Russell 2000 Value ETF positions in Q4 2022 and 50 closed out, a net change of +111 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q4 2022 was Bailard, an estimated $53.2M added.
- The largest iShares Russell 2000 Value ETF seller in Q4 2022 was Alaska Permanent Fund, an estimated $254M sold.
Based on aggregated 13F filings for Q4 2022.