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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 %
DPI
301
Diversified Portfolios Inc
Michigan
$895K +$2.28K +19 +0.3%
BPWA
302
Beacon Pointe Wealth Advisors
California
$894K -$7.18K -60 -0.8%
TF
303
Trek Financial
Arizona
$892K -$4.8K -40 -0.5%
I2I
304
Insight 2811 Inc
Illinois
$890K +$40.5K +338 +5%
HCMT
305
Highland Capital Management (Tennessee)
Tennessee
$887K – – –
PFM
306
Parsec Financial Management
North Carolina
$878K +$63K +525 +8%
MAM
307
Marquette Asset Management
Minnesota
$877K – – –
CS
308
Cannell & Spears
New York
$869K – – –
SF
309
Summit Financial
New Jersey
$850K -$16.2K -135 -2%
SCM
310
Stordahl Capital Management
Colorado
$840K -$2.84K -23 -0.3%
DIS
311
Diversified Investment Strategies
Louisiana
$836K -$107K -895 -11%
TF
312
Tompkins Financial
New York
$834K – – –
BIA
313
BHK Investment Advisors
Alabama
$821K -$58.3K -486 -7%
HNB
314
Huntington National Bank
Ohio
$820K -$756K – –
NL
315
NWAM LLC
Washington
$815K -$18.7K -156 -2%
SCM
316
SOL Capital Management
Maryland
$815K +$52.2K +435 +7%
FNBT
317
FineMark National Bank & Trust
Florida
$814K -$143K -1,192 -15%
HFS
318
HL Financial Services
Kentucky
$814K -$3.6K -30 -0.4%
OC
319
Oppenheimer & Co
New York
$810K -$17.9K -149 -2%
BTS
320
BB&T Securities
Virginia
$796K -$13.5M -112,672 -94%
BA
321
Boston Advisors
Massachusetts
$793K -$19.7K -164 -2%
CAN
322
Cetera Advisor Networks
California
$788K -$1.28M -10,654 -62%
WPSG
323
Wealth & Pension Services Group
Georgia
$776K -$52.2K -435 -6%
WA
324
Winfield Associates
Ohio
$762K -$565K -4,715 -43%
AAM
325
Autus Asset Management
Arizona
$759K -$88.6K -739 -10%
11 12
13
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