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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 %
EBIM
276
Eagle Boston Investment Management
Massachusetts
$1.16M -$1.25M -10,412 -52%
RCAMU
277
Rothschild & Co Asset Management US
Connecticut
$1.15M -$1.43M -11,941 -55%
DMC
278
Drexel Morgan & Co
Pennsylvania
$1.15M -$47.4K -395 -4%
RIA
279
RPG Investment Advisory
California
$1.15M +$25.9K +216 +2%
APP
280
Avantax Planning Partners
Iowa
$1.15M -$1.92K -16 -0.2%
First Trust Advisors
281
First Trust Advisors
Illinois
$1.13M -$257K -2,146 -19%
AT
282
Arden Trust
Delaware
$1.12M -$208K -1,731 -16%
NNP
283
Nachman Norwood & Parrott
South Carolina
$1.1M -$8.99K -75 -0.8%
WTB
284
Washington Trust Bank
Washington
$1.07M +$1.8K +15 +0.2%
BOS
285
Bingham Osborn & Scarborough
California
$1.04M +$205K +1,714 +25%
MLL
286
Moody Lynn & Lieberson
Massachusetts
$1.03M – – –
RTS
287
Round Table Services
New Jersey
$1.01M +$2.28K +19 +0.2%
LIC
288
Lodestar Investment Counsel
Illinois
$1.01M +$120 +1 +0%
EAM
289
Eukles Asset Management
Ohio
$993K -$29.5K -246 -3%
DWM
290
Dakota Wealth Management
Florida
$990K -$39K -326 -4%
AIA
291
Alera Investment Advisors
Illinois
$973K -$252K -2,098 -21%
Verition Fund Management
292
Verition Fund Management
Connecticut
$970K +$970K +8,093 New
SDWMA
293
Schneider Downs Wealth Management Advisors
Pennsylvania
$969K -$356K -2,971 -27%
PAI
294
Pittenger & Anderson Inc
Nebraska
$952K – – –
SCM
295
Smith Capital Management
Arkansas
$947K +$191K +1,595 +25%
PWM
296
Paulson Wealth Management
Illinois
$928K -$378K -3,155 -29%
PMAM
297
Picton Mahoney Asset Management
Ontario, Canada
$924K – – –
MAFM
298
Mid Atlantic Financial Management
Pennsylvania
$915K +$56.9K +474 +7%
BIA
299
Bigelow Investment Advisors
Maine
$906K -$20.6K -172 -2%
AW
300
ACG Wealth
Georgia
$904K +$47.7K +398 +6%
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