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iShares Russell 2000 Value ETF
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Overview Fund Activity

650 hedge funds and large institutions have $6.01B invested in iShares Russell 2000 Value ETF in 2019 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 199 increasing their positions, 241 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-3
Holders Change %
-0.46%
% of All Funds
14.28%
Holding in Top 10
39
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.36%
% of All Funds
0.86%
New
48
Increased
199
Reduced
241
Closed
45
Calls
$130M
Puts
$21.2M
Net Calls
+$109M
Net Calls Change
+$63.8M

Top Buyers

1
JRP
Jasper Ridge Partners
California
$130M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$49.5M
3
Goldman Sachs
Goldman Sachs
New York
$194M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$383M
5
BlackRock
BlackRock
New York
$51.6M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.46M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$58.6M
3
Jane Street
Jane Street
New York
$776K
4
Franklin Resources
Franklin Resources
California
$19.3M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CBN
326
Cadence Bank NA
Texas
$700K -$78.7K -659 -10%
CS
327
Comerica Securities
Michigan
$697K +$358 +3 +0.1%
FFA
328
First Foundation Advisors
California
$697K +$5.38K +45 +0.8%
HCM
329
Howland Capital Management
Massachusetts
$691K – – –
CWM
330
Connecticut Wealth Management
Connecticut
$691K +$23.4K +196 +4%
PCMC
331
Paragon Capital Management (Colorado)
Colorado
$685K – – –
Cerity Partners
332
Cerity Partners
New York
$684K +$408K +3,417 +148%
IWM
333
IHT Wealth Management
Illinois
$676K -$243K -2,030 -26%
CWM
334
CCG Wealth Management
California
$668K +$22.7K +190 +4%
NHC
335
Nicholas Hoffman & Company
Georgia
$662K – – –
FP
336
Factorial Partners
New York
$657K +$657K +5,500 New
TNB
337
TCF National Bank
South Dakota
$653K +$653K +5,469 New
AFC
338
AFT Forsyth & Company
Florida
$650K – – –
TFO
339
Tarbox Family Office
California
$645K +$14.3K +120 +2%
GCM
340
Gables Capital Management
Florida
$639K +$639K +5,350 New
PWM
341
Paulson Wealth Management
Illinois
$636K -$239K -2,000 -27%
AIC
342
Archer Investment Corporation
Indiana
$633K – – –
CCMLC
343
Cardinal Capital Management LLC (Connecticut)
Connecticut
$628K +$628K +5,255 New
KFA
344
Kelleher Financial Advisors
New York
$627K -$4.89K -41 -0.8%
Fiera Capital (Canada)
345
Fiera Capital (Canada)
Quebec, Canada
$621K +$72.6K +608 +13%
AI
346
Atria Investments
North Carolina
$619K +$619K +5,181 New
VanEck Associates
347
VanEck Associates
New York
$617K +$74K +620 +14%
FBFS
348
First Business Financial Services
Wisconsin
$615K +$62.4K +523 +11%
BPA
349
Beacon Pointe Advisors
California
$601K +$179K +1,501 +42%
AP
350
Appleton Partners
Massachusetts
$598K -$5.98K -50 -1%
12 13
14
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