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iShares Russell 2000 Value ETF
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Overview Fund Activity

630 hedge funds and large institutions have $5.21B invested in iShares Russell 2000 Value ETF in 2020 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 198 increasing their positions, 262 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
-34
Holders Change %
-5.12%
% of All Funds
12.95%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.53%
New
66
Increased
198
Reduced
262
Closed
96
Calls
$38.5M
Puts
$1.64B
Net Calls
-$1.6B
Net Calls Change
-$1.6B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$190M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$59.3M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
+$45.8M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$41M
5
SF
Synovus Financial
Georgia
+$29.5M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$132M
2
SV
Starboard Value
New York
-$91.7M
3
Betterment LLC
Betterment LLC
New York
-$84.3M
4
Wells Fargo
Wells Fargo
California
-$62M
5
Victory Capital Management
Victory Capital Management
Texas
-$61.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
251
Alera Investment Advisors
Illinois
$1.17M +$1.04M +10,689 +773%
CCM
252
Carlson Capital Management
Minnesota
$1.1M – – –
LB
253
Legacy Bridge
Iowa
$1.08M +$5.85K +60 +0.5%
FWP
254
FAS Wealth Partners
Kansas
$1.07M -$7.6K -78 -0.7%
FBB
255
Fulton Breakefield Broenniman
Maryland
$1.07M -$1.07K -11 -0.1%
UWPG
256
Ullmann Wealth Partners Group
Florida
$1.07M -$897K -9,199 -46%
MAM
257
Marotta Asset Management
Virginia
$1.07M -$77.3K -793 -7%
CCA
258
Cobblestone Capital Advisors
New York
$1.06M -$16.6K -170 -2%
TPCW
259
TD Private Client Wealth
New York
$1.05M +$884K +9,066 +526%
GC
260
Grimes & Company
Massachusetts
$1.03M +$9.17K +94 +0.9%
CAN
261
Cetera Advisor Networks
California
$1.03M +$158K +1,624 +18%
MFW
262
Meristem Family Wealth
Minnesota
$1.03M – – –
MAS
263
Managed Account Services
Florida
$998K -$250K -2,523 -20%
BPA
264
Beacon Pointe Advisors
California
$987K -$394K -4,041 -29%
First Trust Advisors
265
First Trust Advisors
Illinois
$980K +$215K +2,210 +28%
WDL
266
Well Done LLC
Michigan
$970K -$194K -1,988 -17%
Rockefeller Capital Management
267
Rockefeller Capital Management
New York
$960K -$410K -4,204 -30%
QIM
268
Quantitative Investment Management
Virginia
$960K +$960K +9,859 New
BGIM
269
Brandywine Global Investment Management
Pennsylvania
$955K -$61.9K -635 -6%
UCFA
270
United Capital Financial Advisors
Texas
$939K -$665K -6,822 -41%
DMC
271
Drexel Morgan & Co
Pennsylvania
$923K – – –
WAP
272
Wealthcare Advisory Partners
Pennsylvania
$918K +$184K +1,890 +25%
WCF
273
West Coast Financial
California
$917K -$65.1K -668 -7%
EWA
274
Exencial Wealth Advisors
Oklahoma
$910K -$134K -1,373 -13%
PA
275
Pinnacle Associates
New York
$907K +$346K +3,553 +62%
9 10
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