iShares Russell 2000 Value ETF
972 hedge funds and large institutions have $9.27B invested in iShares Russell 2000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 297 increasing their positions, 334 reducing their positions, and 49 closing their positions.
216% more first-time investments, than exits
New positions opened: 155 | Existing positions closed: 49
31% more funds holding in top 10
Funds holding in top 10: 26 → 34 (+8)
20% more capital invested
Capital invested by funds: $7.7B → $9.27B (+$1.56B)
10% more funds holding
Funds holding: 882 → 972 (+90)
0.3% less ownership
Funds ownership: 74.44% → 74.14% (-0.3%)
4% less call options, than puts
Call options by funds: $90.1M | Put options by funds: $94.2M
11% less repeat investments, than reductions
Existing positions increased: 297 | Existing positions reduced: 334
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
|
+$191M |
| 2 |
Goldman Sachs
New York
|
+$52.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$50.3M |
| 4 |
M&T Bank
Buffalo,
New York
|
+$38.3M |
| 5 |
SV
Starboard Value
New York
|
+$35.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$54.2M |
| 2 |
Morgan Stanley
New York
|
-$42.1M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
-$35.2M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$30.9M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$23.6M |
IWN Hedge Fund Activity: Q4 2023 in Review
972 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q4 2023, worth a combined $9.27B — up 20% from $7.7B a quarter earlier.
Buyers outnumbered sellers: 155 funds opened new IWN positions and 49 closed out — a net gain of 106 holders — while 297 added to existing stakes and 334 trimmed.
The largest buyer was State Board of Administration of Florida Retirement System, opening a new position worth an estimated $191M. The largest seller was Susquehanna International Group, cutting an estimated $54.2M.
- 972 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q4 2023, up from 882 in Q3 2023.
- Funds reported $9.27B of iShares Russell 2000 Value ETF stock for Q4 2023, up 20% quarter-over-quarter.
- 155 funds opened new iShares Russell 2000 Value ETF positions in Q4 2023 and 49 closed out, a net change of +106 holders.
- The largest iShares Russell 2000 Value ETF buyer in Q4 2023 was State Board of Administration of Florida Retirement System, an estimated $191M added.
- The largest iShares Russell 2000 Value ETF seller in Q4 2023 was Susquehanna International Group, an estimated $54.2M sold.
Based on aggregated 13F filings for Q4 2023.