iShares Russell 2000 Value ETF
870 hedge funds and large institutions have $8.1B invested in iShares Russell 2000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 274 increasing their positions, 333 reducing their positions, and 107 closing their positions.
1.76% less ownership
Funds ownership: 72.6% → 70.84% (-1.8%)
6% less capital invested
Capital invested by funds: $8.66B → $8.1B (-$558M)
7% less funds holding
Funds holding: 933 → 870 (-63)
18% less repeat investments, than reductions
Existing positions increased: 274 | Existing positions reduced: 333
33% less funds holding in top 10
Funds holding in top 10: 48 → 32 (-16)
37% less first-time investments, than exits
New positions opened: 67 | Existing positions closed: 107
90% less call options, than puts
Call options by funds: $6.14M | Put options by funds: $63.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$94.3M |
| 2 |
JP Morgan Chase
New York
|
+$89.4M |
| 3 |
Goldman Sachs
New York
|
+$41.2M |
| 4 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$35.7M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$24.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$110M |
| 2 |
GHA
GW Henssler & Associates
Kennesaw,
Georgia
|
-$65.8M |
| 3 |
B
Bailard
Foster City,
California
|
-$54.9M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$49M |
| 5 |
SRA
Summit Rock Advisors
New York
|
-$47.9M |
IWN Hedge Fund Activity: Q1 2023 in Review
870 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q1 2023, worth a combined $8.1B — down 6.4% from $8.66B a quarter earlier.
Sellers outnumbered buyers: 107 funds closed out of IWN and 67 opened new positions — a net loss of 40 holders — while 333 trimmed existing stakes and 274 added.
The largest buyer was Victory Capital Management, adding an estimated $94.3M. The largest seller was Bank of America, cutting an estimated $110M.
- 870 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q1 2023, down from 933 in Q4 2022.
- Funds reported $8.1B of iShares Russell 2000 Value ETF stock for Q1 2023, down 6.4% quarter-over-quarter.
- 67 funds opened new iShares Russell 2000 Value ETF positions in Q1 2023 and 107 closed out, a net change of -40 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q1 2023 was Victory Capital Management, an estimated $94.3M added.
- The largest iShares Russell 2000 Value ETF seller in Q1 2023 was Bank of America, an estimated $110M sold.
Based on aggregated 13F filings for Q1 2023.