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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 %
PMFA
326
Plante Moran Financial Advisors
Michigan
$728K -$816K -6,800 -53%
RJT
327
Raymond James Trust
Florida
$708K +$56.5K +471 +9%
GRP
328
Global Retirement Partners
California
$705K +$37.1K +310 +6%
TW
329
Transform Wealth
Colorado
$704K -$360 -3 -0.1%
DWM
330
Darwin Wealth Management
Florida
$699K -$46.7K -390 -6%
HCM
331
Howland Capital Management
Massachusetts
$698K – – –
FFA
332
First Foundation Advisors
California
$698K +$3.96K +33 +0.6%
CAM
333
Cubic Asset Management
Massachusetts
$690K -$185K -1,542 -21%
PCMC
334
Paragon Capital Management (Colorado)
Colorado
$686K +$1.44K +12 +0.2%
LWAC
335
Laurel Wealth Advisors (California)
California
$681K +$7.67K +64 +1%
FA
336
FCG Advisors
New Jersey
$674K +$480 +4 +0.1%
SFA
337
Sequoia Financial Advisors
Ohio
$670K +$670K +5,587 New
CBN
338
Cadence Bank NA
Texas
$665K -$18.6K -155 -3%
NHC
339
Nicholas Hoffman & Company
Georgia
$665K – – –
RCAG
340
Rehmann Capital Advisory Group
Michigan
$664K +$664K +5,541 New
FAM
341
Formidable Asset Management
Ohio
$643K +$643K +4,696 New
CA
342
Clearstead Advisors
Ohio
$639K +$839 +7 +0.1%
CWM
343
Confluence Wealth Management
Oregon
$638K -$53.4K -445 -8%
CB
344
Chemical Bank
Michigan
$635K +$18.7K +156 +3%
TFO
345
Tarbox Family Office
California
$633K – – –
ACP
346
Arcus Capital Partners
Georgia
$633K +$2.76K +23 +0.4%
BDF
347
Balasa Dinverno & Foltz
$627K -$12.8M -106,926 -95%
FPS
348
Fieldpoint Private Securities
Connecticut
$625K +$50.4K +420 +9%
American Century Companies
349
American Century Companies
Missouri
$622K +$622K +5,185 New
CIBC World Market
350
CIBC World Market
Ontario, Canada
$620K +$29.8K +249 +5%
12 13
14
15 16