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

Top Sellers

1
M&T Bank
M&T Bank
New York
$0
2
SV
Starboard Value
New York
$125M
3
SGAM
Stephens Group Asset Management
Arkansas
$64M
4
JRP
Jasper Ridge Partners
California
$93.4M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
276
Grimes & Company
Massachusetts
$1.35M +$2.31K +18 +0.2%
WAM
277
Wealthspire Advisors (Maryland)
Maryland
$1.32M -$14.4K -112 -1%
RP
278
Rice Partnership
Hawaii
$1.31M – – –
QCM
279
Quadrant Capital Management
New Jersey
$1.3M -$3.22K -25 -0.2%
VFA
280
Valeo Financial Advisors
Indiana
$1.29M -$13.9K -108 -1%
SG Americas Securities
281
SG Americas Securities
New York
$1.29M – – –
SFM
282
Systematic Financial Management
New Jersey
$1.27M +$900K +6,995 +246%
OBWP
283
O'Brien Wealth Partners
Massachusetts
$1.26M -$75.2K -587 -6%
RFC
284
Regions Financial Corp
Alabama
$1.25M -$53.1K -413 -4%
HCA
285
Harbour Capital Advisors
Virginia
$1.25M -$9.65K -75 -0.8%
MAM
286
Marotta Asset Management
Virginia
$1.23M +$1.23M +10,011 New
BFPW
287
BOK Financial Private Wealth
Colorado
$1.23M +$1.23M +9,575 New
TW
288
Transform Wealth
Colorado
$1.22M +$234K +1,821 +24%
AL
289
Aspiriant LLC
California
$1.22M +$252K +1,961 +26%
AI
290
Accredited Investors
Minnesota
$1.21M -$11.7K -91 -1%
APP
291
Avantax Planning Partners
Iowa
$1.2M -$386 -3 -0%
DMC
292
Drexel Morgan & Co
Pennsylvania
$1.2M – – –
CM
293
Columbus Macro
Pennsylvania
$1.19M +$1.19M +9,275 New
XF
294
XML Financial
Maryland
$1.19M +$1.19M +9,240 New
MFG
295
Menard Financial Group
Texas
$1.18M +$1.18M +9,182 New
Wellington Management Group
296
Wellington Management Group
Massachusetts
$1.18M +$1.18M +9,174 New
CC
297
Cassaday & Co
Virginia
$1.16M -$100K -780 -8%
RIA
298
RPG Investment Advisory
California
$1.14M +$5.02K +39 +0.4%
EAM
299
Eukles Asset Management
Ohio
$1.14M +$31.6K +246 +3%
TYCC
300
Texas Yale Capital Corp
Florida
$1.13M – – –
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