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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 %
BAS
301
Brown Advisory Securities
Maryland
$1.12M +$203K +1,578 +22%
Qube Research & Technologies (QRT)
302
Qube Research & Technologies (QRT)
United Kingdom
$1.11M +$1.11M +8,658 New
WTB
303
Washington Trust Bank
Washington
$1.11M – – –
First Trust Advisors
304
First Trust Advisors
Illinois
$1.1M +$17.9K +139 +2%
KWM
305
Keebeck Wealth Management
Illinois
$1.09M +$1.09M +8,500 New
I2I
306
Insight 2811 Inc
Illinois
$1.09M +$41.4K +322 +4%
SDWMA
307
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.07M +$135K +1,053 +14%
BPA
308
Beacon Pointe Advisors
California
$1.06M +$410K +3,182 +63%
NNP
309
Nachman Norwood & Parrott
South Carolina
$1.03M – – –
BOS
310
Bingham Osborn & Scarborough
California
$1.03M +$257 +2 +0%
PAI
311
Pittenger & Anderson Inc
Nebraska
$1.01M – – –
AIA
312
Alera Investment Advisors
Illinois
$997K -$257 -2 -0%
BAAM
313
Baker Avenue Asset Management
California
$994K -$116K -900 -10%
BIA
314
Bigelow Investment Advisors
Maine
$991K +$6.56K +51 +0.7%
RTS
315
Round Table Services
New Jersey
$985K +$2.96K +23 +0.3%
DPI
316
Diversified Portfolios Inc
Michigan
$966K – – –
SCM
317
Smith Capital Management
Arkansas
$958K +$13.5K +105 +1%
BPWA
318
Beacon Pointe Wealth Advisors
California
$955K -$3.98K -31 -0.4%
SCM
319
SOL Capital Management
Maryland
$948K +$69.4K +540 +8%
SF
320
Summit Financial
New Jersey
$946K +$628K +4,882 +197%
DWM
321
Dakota Wealth Management
Florida
$946K -$4.63K -36 -0.5%
CIBC World Market
322
CIBC World Market
Ontario, Canada
$940K +$94K +731 +11%
IAA
323
Independent Advisor Alliance
North Carolina
$935K +$935K +7,270 New
HCMT
324
Highland Capital Management (Tennessee)
Tennessee
$934K -$16.1K -125 -2%
CS
325
Cannell & Spears
New York
$932K – – –
11 12
13
14 15