iShares Russell 2000 Value ETF
882 hedge funds and large institutions have $7.7B invested in iShares Russell 2000 Value ETF in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 225 increasing their positions, 329 reducing their positions, and 68 closing their positions.
1.21% more ownership
Funds ownership: 73.23% → 74.44% (+1.2%)
9% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 68
7% more capital inflows, than outflows
Capital inflows: $1B | Capital outflows: $939M
0% less funds holding
Funds holding: 885 → 882 (-3)
21% less funds holding in top 10
Funds holding in top 10: 33 → 26 (-7)
32% less repeat investments, than reductions
Existing positions increased: 225 | Existing positions reduced: 329
50% less call options, than puts
Call options by funds: $29.7M | Put options by funds: $59.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Starboard Value
New York
|
+$93.2M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$82.8M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$68.9M |
| 4 |
Pathstone Family Office
Englewood,
New Jersey
|
+$64.9M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$36.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vaughan Nelson Investment Management
Houston,
Texas
|
-$114M |
| 2 |
Morgan Stanley
New York
|
-$92.8M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$78.2M |
| 4 |
EP Wealth Advisors
Torrance,
California
|
-$51.5M |
| 5 |
Goldman Sachs
New York
|
-$50.2M |
IWN Hedge Fund Activity: Q3 2023 in Review
882 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q3 2023, worth a combined $7.7B — down 6.6% from $8.25B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new IWN positions and 68 closed out — a net gain of 6 holders — while 225 added to existing stakes and 329 trimmed.
The largest buyer was Starboard Value, adding an estimated $93.2M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $114M.
- 882 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q3 2023, down from 885 in Q2 2023.
- Funds reported $7.7B of iShares Russell 2000 Value ETF stock for Q3 2023, down 6.6% quarter-over-quarter.
- 74 funds opened new iShares Russell 2000 Value ETF positions in Q3 2023 and 68 closed out, a net change of +6 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q3 2023 was Starboard Value, an estimated $93.2M added.
- The largest iShares Russell 2000 Value ETF seller in Q3 2023 was Vaughan Nelson Investment Management, an estimated $114M sold.
Based on aggregated 13F filings for Q3 2023.