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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 %
SPC
351
Sigma Planning Corp
Michigan
$614K -$10.7K -89 -2%
WAM
352
Wolverine Asset Management
Illinois
$611K +$581K +4,849 +1,932%
AP
353
Appleton Partners
Massachusetts
$606K -$42K -350 -6%
CWM
354
CCG Wealth Management
California
$602K +$150K +1,255 +33%
AIC
355
Archer Investment Corporation
Indiana
$600K +$588K +4,900 +4,900%
SMC
356
Smith, Moore & Co
Missouri
$596K -$50.8K -403 -8%
Fiera Capital (Canada)
357
Fiera Capital (Canada)
Quebec, Canada
$592K – – –
Cerity Partners
358
Cerity Partners
New York
$588K – – –
HCC
359
Hirtle Callaghan & Co
Pennsylvania
$585K – – –
MWP
360
MYCIO Wealth Partners
Pennsylvania
$584K +$839 +7 +0.1%
Renaissance Technologies
361
Renaissance Technologies
New York
$576K +$576K +4,800 New
PP
362
Patten & Patten
Tennessee
$574K -$3K -25 -0.5%
LFS
363
Lutz Financial Services
Nebraska
$574K – – –
CCG
364
Chatham Capital Group
Georgia
$570K – – –
FCA
365
FinTrust Capital Advisors
South Carolina
$557K -$27.9K -233 -5%
AFC
366
AFT Forsyth & Company
Florida
$556K – – –
FBFS
367
First Business Financial Services
Wisconsin
$555K -$110K -915 -17%
GC
368
Garde Capital
Washington
$546K – – –
TA
369
Tiedemann Advisors
New York
$537K +$240 +2 +0%
Squarepoint
370
Squarepoint
New York
$533K +$533K +4,442 New
Cetera Investment Advisers
371
Cetera Investment Advisers
Illinois
$526K -$22.7K -189 -4%
SYBT
372
Stock Yards Bank & Trust
Kentucky
$526K -$15.6K -130 -3%
MPW
373
MA Private Wealth
California
$520K -$178K -1,483 -25%
Carson Wealth (CWM LLC)
374
Carson Wealth (CWM LLC)
Nebraska
$515K +$274K +1,652 +114%
CFS
375
Cannon Financial Strategists
Georgia
$513K +$513K +4,279 New
13 14
15
16 17