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iShares Russell 2000 Value ETF
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Overview Fund Activity

738 hedge funds and large institutions have $6.49B invested in iShares Russell 2000 Value ETF in 2019 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 235 increasing their positions, 230 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
+88
Holders Change %
+13.54%
% of All Funds
14.57%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.83%
New
134
Increased
235
Reduced
230
Closed
37
Calls
$17.3M
Puts
$11M
Net Calls
+$6.33M
Net Calls Change
-$102M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$514M
2
B
2
Bailard
California
$61.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$49.7M
4
Truist Financial
4
Truist Financial
North Carolina
$52.4M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$442M

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$0
2
SV
2
Starboard Value
New York
$125M
3
SGAM
3
Stephens Group Asset Management
Arkansas
$64M
4
JRP
4
Jasper Ridge Partners
California
$93.4M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
251
LifePlan Financial Group
Ohio
$1.73M -$32.8K -255 -2%
ATC
252
Argent Trust Co
Tennessee
$1.7M -$9.26K -72 -0.5%
SWM
253
Shakespeare Wealth Management
Wisconsin
$1.67M -$37.4K -291 -2%
AAS
254
Avantax Advisory Services
Texas
$1.66M +$1.1M +8,556 +196%
BDF
255
Balasa Dinverno & Foltz
$1.63M -$221K -1,722 -12%
PWS
256
Peloton Wealth Strategists
Indiana
$1.63M -$58.6K -456 -3%
LC
257
Lubar & Co
Wisconsin
$1.61M – – –
RC
258
Roundview Capital
New Jersey
$1.6M – – –
LB
259
Legacy Bridge
Iowa
$1.6M +$12.9K +100 +0.8%
CIC
260
Carnegie Investment Counsel
Ohio
$1.59M +$156K +1,212 +11%
SW
261
SlateStone Wealth
Florida
$1.55M -$156K -1,215 -9%
RFWA
262
RPg Family Wealth Advisory
Massachusetts
$1.53M +$1.53M +11,907 New
CAN
263
Cetera Advisor Networks
California
$1.53M +$567K +4,376 +59%
ECG
264
Edge Capital Group
Georgia
$1.52M +$28.4K +221 +2%
CG
265
Colony Group
Massachusetts
$1.52M -$38.1K -296 -2%
Kovitz Investment Group Partners
266
Kovitz Investment Group Partners
Illinois
$1.47M -$1.29K -10 -0.1%
MAM
267
Meeder Asset Management
Ohio
$1.46M -$929K -7,228 -39%
RZH
268
Relyea Zuckerberg Hanson
Connecticut
$1.45M +$1.45M +11,263 New
WCF
269
West Coast Financial
California
$1.43M – – –
PPA
270
Parametric Portfolio Associates
Washington
$1.43M -$474K -3,688 -25%
CCA
271
Cobblestone Capital Advisors
New York
$1.4M – – –
FBB
272
Fulton Breakefield Broenniman
Maryland
$1.38M -$47.7K -371 -3%
MFW
273
Meristem Family Wealth
Minnesota
$1.37M -$5.27K -41 -0.4%
TD Asset Management
274
TD Asset Management
Ontario, Canada
$1.36M +$42.2K +328 +3%
RC
275
Rinet Company
Massachusetts
$1.36M -$50.9K -396 -4%
9 10
11
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