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iShares Russell 2000 Value ETF
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Overview Fund Activity

650 hedge funds and large institutions have $6.01B invested in iShares Russell 2000 Value ETF in 2019 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 199 increasing their positions, 241 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-3
Holders Change %
-0.46%
% of All Funds
14.28%
Holding in Top 10
39
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.36%
% of All Funds
0.86%
New
48
Increased
199
Reduced
241
Closed
45
Calls
$130M
Puts
$21.2M
Net Calls
+$109M
Net Calls Change
+$63.8M

Top Buyers

1
JRP
1
Jasper Ridge Partners
California
$130M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$49.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$194M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$383M
5
BlackRock
5
BlackRock
New York
$51.6M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.46M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$58.6M
3
Jane Street
3
Jane Street
New York
$776K
4
Franklin Resources
4
Franklin Resources
California
$19.3M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
226
Argent Trust Co
Tennessee
$1.59M -$5.73K -48 -0.4%
SW
227
SlateStone Wealth
Florida
$1.59M -$172K -1,439 -10%
SWM
228
Shakespeare Wealth Management
Wisconsin
$1.58M -$2.99K -25 -0.2%
PWS
229
Peloton Wealth Strategists
Indiana
$1.57M +$26.4K +221 +2%
SCP
230
Syntal Capital Partners
Texas
$1.53M – – –
LC
231
Lubar & Co
Wisconsin
$1.49M – – –
RC
232
Roundview Capital
New Jersey
$1.49M -$7.4K -62 -0.5%
LB
233
Legacy Bridge
Iowa
$1.47M -$19.1K -160 -1%
PFA
234
Pettinga Financial Advisors
Indiana
$1.47M -$380K -3,180 -21%
CG
235
Colony Group
Massachusetts
$1.44M -$128K -1,071 -8%
SWP
236
Stratos Wealth Partners
Ohio
$1.44M -$76.6K -642 -5%
FMT
237
First Mercantile Trust
Tennessee
$1.4M -$38.2K -320 -3%
ECG
238
Edge Capital Group
Georgia
$1.39M -$9.43K -79 -0.7%
Kovitz Investment Group Partners
239
Kovitz Investment Group Partners
Illinois
$1.37M -$28.7K -240 -2%
IA
240
Independence Advisors
Pennsylvania
$1.35M -$53.1K -445 -4%
CIC
241
Carnegie Investment Counsel
Ohio
$1.33M +$108K +908 +9%
WCF
242
West Coast Financial
California
$1.33M -$2.99K -25 -0.2%
FBB
243
Fulton Breakefield Broenniman
Maryland
$1.32M -$37K -310 -3%
OC
244
Oppenheimer & Co
New York
$1.32M +$506K +4,237 +63%
RC
245
Rinet Company
Massachusetts
$1.31M +$81.5K +682 +7%
CCA
246
Cobblestone Capital Advisors
New York
$1.3M – – –
Fuller & Thaler Asset Management
247
Fuller & Thaler Asset Management
California
$1.28M -$776K -6,501 -38%
MFW
248
Meristem Family Wealth
Minnesota
$1.28M -$84.3K -706 -6%
GC
249
Grimes & Company
Massachusetts
$1.25M – – –
OBWP
250
O'Brien Wealth Partners
Massachusetts
$1.25M -$35.7K -299 -3%
8 9
10
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