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iShares Russell 2000 Value ETF

653 hedge funds and large institutions have $5.75B invested in iShares Russell 2000 Value ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 230 increasing their positions, 227 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
-20
Holders Change %
-2.97%
% of All Funds
14.2%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
0.96%
New
45
Increased
230
Reduced
227
Closed
59
Calls
$56.5M
Puts
$11.8M
Net Calls
+$44.7M
Net Calls Change
+$22.3M
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
326
Raymond James Trust
Florida
$711K
CS
327
Comerica Securities
Michigan
$703K +$703K +5,837 New
PMAM
328
Picton Mahoney Asset Management
Ontario, Canada
$699K -$229K -1,900 -25%
FFA
329
First Foundation Advisors
California
$698K -$3.98K -33 -0.6%
HCM
330
Howland Capital Management
Massachusetts
$698K -$3.86K -32 -0.5%
LWAC
331
Laurel Wealth Advisors (California)
California
$698K +$13.3K +110 +2%
PCMC
332
Paragon Capital Management (Colorado)
Colorado
$691K +$1.69K +14 +0.2%
EWA
333
EP Wealth Advisors
California
$683K -$1.2M -9,935 -64%
SFA
334
Sequoia Financial Advisors
Ohio
$673K
CWM
335
Connecticut Wealth Management
Connecticut
$673K +$298K +2,473 +79%
CIBC World Market
336
CIBC World Market
Ontario, Canada
$670K +$47.1K +391 +8%
NHC
337
Nicholas Hoffman & Company
Georgia
$668K
AFC
338
AFT Forsyth & Company
Florida
$656K +$97.8K +812 +18%
CWM
339
CCG Wealth Management
California
$652K +$46.4K +385 +8%
PA
340
Parallel Advisors
California
$646K +$276K +2,294 +75%
DWM
341
Darwin Wealth Management
Florida
$642K -$60.9K -505 -9%
AIC
342
Archer Investment Corporation
Indiana
$639K +$36.2K +300 +6%
CB
343
Chemical Bank
Michigan
$638K
KFA
344
Kelleher Financial Advisors
New York
$638K +$638K +5,300 New
TFO
345
Tarbox Family Office
California
$636K
FPS
346
Fieldpoint Private Securities
Connecticut
$628K
AP
347
Appleton Partners
Massachusetts
$609K
CAM
348
Cubic Asset Management
Massachusetts
$603K -$89.5K -743 -13%
SMC
349
Smith, Moore & Co
Missouri
$602K +$32.4K +269 +6%
HCC
350
Hirtle Callaghan & Co
Pennsylvania
$588K