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iShares Russell 2000 Value ETF
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Overview Fund Activity

673 hedge funds and large institutions have $5.67B invested in iShares Russell 2000 Value ETF in 2019 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 196 increasing their positions, 257 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
+7
Holders Change %
+1.05%
% of All Funds
14.59%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
1%
New
80
Increased
196
Reduced
257
Closed
63
Calls
$33.2M
Puts
$10.9M
Net Calls
+$22.4M
Net Calls Change
+$19M

Top Buyers

1
SV
Starboard Value
New York
+$171M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$60.1M
3
FIA
Foundations Investment Advisors
Arizona
+$44M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$21.1M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$20.5M

Top Sellers

1
TF
TIAA FSB
Florida
-$572M
2
Bank of America
Bank of America
North Carolina
-$166M
3
Principal Financial Group
Principal Financial Group
Iowa
-$88.4M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$57.7M
5
SAM
Silvercrest Asset Management
New York
-$36.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
226
Cullen/Frost Bankers
Texas
$1.73M -$5.27M -43,954 -75%
LFG
227
LifePlan Financial Group
Ohio
$1.73M -$113K -942 -6%
TCB
228
Texas Capital Bancshares
Texas
$1.73M -$28.1K -234 -2%
CCP
229
Corient Capital Partners
California
$1.72M +$152K +1,264 +10%
FWP
230
FAS Wealth Partners
Kansas
$1.72M +$11.9K +99 +0.7%
LSA
231
L & S Advisors
California
$1.71M +$20.6K +172 +1%
PFP
232
Pinnacle Financial Partners
Tennessee
$1.69M +$138K +1,150 +9%
BGIM
233
Brandywine Global Investment Management
Pennsylvania
$1.68M -$5.81M -48,418 -78%
CCT
234
Chemung Canal Trust
New York
$1.68M -$21.9K -183 -1%
WCF
235
West Coast Financial
California
$1.67M -$123K -1,024 -7%
CC
236
Cassaday & Co
Virginia
$1.66M -$4.57M -38,145 -73%
CHC
237
City Holding Co
West Virginia
$1.65M +$61.7K +515 +4%
SWM
238
Shakespeare Wealth Management
Wisconsin
$1.6M +$94.2K +786 +6%
CG
239
Colony Group
Massachusetts
$1.6M -$254K -2,121 -14%
RP
240
Rice Partnership
Hawaii
$1.58M -$1.06M -8,862 -40%
SWP
241
Stratos Wealth Partners
Ohio
$1.55M +$80.8K +674 +5%
RC
242
Roundview Capital
New Jersey
$1.55M -$23.6K -197 -2%
LC
243
Lubar & Co
Wisconsin
$1.5M – – –
LB
244
Legacy Bridge
Iowa
$1.5M – – –
PWS
245
Peloton Wealth Strategists
Indiana
$1.5M +$1.5M +12,476 New
BAS
246
Brown Advisory Securities
Maryland
$1.46M -$500K -4,166 -25%
GWM
247
Geneos Wealth Management
Colorado
$1.43M +$6.11K +51 +0.4%
IA
248
Independence Advisors
Pennsylvania
$1.43M -$168K -1,401 -11%
Federated Hermes
249
Federated Hermes
Pennsylvania
$1.41M +$1.41M +11,740 New
FMT
250
First Mercantile Trust
Tennessee
$1.4M +$99.4K +829 +8%
8 9
10
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