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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 %
Kovitz Investment Group Partners
251
Kovitz Investment Group Partners
Illinois
$1.4M +$1.4M +11,674 New
CW
252
Cobiz Wealth
Colorado
$1.4M -$48.6K -405 -3%
AG
253
Appleton Group
Wisconsin
$1.38M +$1.38M +11,503 New
FBB
254
Fulton Breakefield Broenniman
Maryland
$1.37M -$9.24K -77 -0.7%
MFW
255
Meristem Family Wealth
Minnesota
$1.37M – – –
CCA
256
Cobblestone Capital Advisors
New York
$1.32M – – –
OBWP
257
O'Brien Wealth Partners
Massachusetts
$1.31M -$179K -1,496 -12%
GC
258
Grimes & Company
Massachusetts
$1.31M -$14.5K -121 -1%
VanEck Associates
259
VanEck Associates
New York
$1.31M +$99.8K +833 +8%
WAM
260
Wealthspire Advisors (Maryland)
Maryland
$1.31M -$15.9K -133 -1%
Natixis Advisors
261
Natixis Advisors
Massachusetts
$1.26M +$1.26M +10,493 New
VFA
262
Valeo Financial Advisors
Indiana
$1.25M +$126K +1,053 +11%
RFC
263
Regions Financial Corp
Alabama
$1.24M -$82.1K -685 -6%
RC
264
Rinet Company
Massachusetts
$1.23M -$187K -1,563 -13%
AI
265
Accredited Investors
Minnesota
$1.21M -$89.7K -748 -7%
CIC
266
Carnegie Investment Counsel
Ohio
$1.21M +$212K +1,771 +21%
QCM
267
Quadrant Capital Management
New Jersey
$1.2M -$15K -125 -1%
HCA
268
Harbour Capital Advisors
Virginia
$1.2M -$5.99K -50 -0.5%
EWM
269
Evercore Wealth Management
New York
$1.19M +$94.9K +791 +9%
AL
270
Aspiriant LLC
California
$1.17M -$769K -6,411 -40%
WDL
271
Well Done LLC
Michigan
$1.17M -$4.41M -36,779 -79%
NSCM
272
New South Capital Management
Tennessee
$1.17M -$59.9K -500 -5%
RhumbLine Advisers
273
RhumbLine Advisers
Massachusetts
$1.16M +$557K +4,643 +92%
Fuller & Thaler Asset Management
274
Fuller & Thaler Asset Management
California
$1.16M -$22.4M -186,776 -95%
BAAM
275
Baker Avenue Asset Management
California
$1.16M -$52.1K -435 -4%
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