iShares Russell 2000 Value ETF
869 hedge funds and large institutions have $7.94B invested in iShares Russell 2000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 273 increasing their positions, 333 reducing their positions, and 107 closing their positions.
1.78% less ownership
Funds ownership: 72.61% → 70.84% (-1.8%)
7% less funds holding
Funds holding: 932 → 869 (-63)
11% less capital invested
Capital invested by funds: $8.89B → $7.94B (-$944M)
18% less repeat investments, than reductions
Existing positions increased: 273 | 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 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$227M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$110M |
| 3 |
GHA
GW Henssler & Associates
Kennesaw,
Georgia
|
-$65.8M |
| 4 |
B
Bailard
Foster City,
California
|
-$54.9M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$49M |
IWN Hedge Fund Activity: Q1 2023 in Review
869 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q1 2023, worth a combined $7.94B — down 11% from $8.89B 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 273 added.
The largest buyer was Victory Capital Management, adding an estimated $94.3M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $227M sold.
- 869 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q1 2023, down from 932 in Q4 2022.
- Funds reported $7.94B of iShares Russell 2000 Value ETF stock for Q1 2023, down 11% 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 Arete Wealth Advisors, an estimated $227M sold.
Based on aggregated 13F filings for Q1 2023.