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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 %
CAM
351
Cubic Asset Management
Massachusetts
$596K -$1.67K -14 -0.3%
DWM
352
Darwin Wealth Management
Florida
$585K -$50.8K -426 -8%
MWP
353
MYCIO Wealth Partners
Pennsylvania
$583K +$34.7K +290 +6%
HCC
354
Hirtle Callaghan & Co
Pennsylvania
$582K – – –
SMC
355
Smith, Moore & Co
Missouri
$581K -$15.5K -130 -3%
PMAM
356
Picton Mahoney Asset Management
Ontario, Canada
$573K -$119K -1,000 -17%
CAM
357
Cresset Asset Management
Illinois
$566K +$80.6K +675 +17%
CWM
358
Confluence Wealth Management
Oregon
$544K – – –
FCA
359
FinTrust Capital Advisors
South Carolina
$544K +$16.7K +140 +3%
TP
360
Tranquility Partners
Tennessee
$544K +$217K +1,822 +67%
LFS
361
Lutz Financial Services
Nebraska
$542K – – –
WA
362
Winfield Associates
Ohio
$540K -$26.3K -220 -5%
GC
363
Garde Capital
Washington
$538K +$4.3K +36 +0.8%
SIM
364
Sonora Investment Management
Arizona
$538K +$61.4K +415 +13%
Renaissance Technologies
365
Renaissance Technologies
New York
$537K +$537K +4,500 New
SC
366
Savant Capital
Illinois
$531K +$40.9K +343 +8%
PMFA
367
Plante Moran Financial Advisors
Michigan
$528K – – –
FPS
368
Fieldpoint Private Securities
Connecticut
$527K -$95K -796 -15%
PP
369
Patten & Patten
Tennessee
$524K -$8.95K -75 -2%
AAS
370
Avantax Advisory Services
Texas
$523K +$35.2K +294 +7%
HF
371
HRT Financial
New York
$517K -$3.33M -27,951 -87%
Carson Wealth (CWM LLC)
372
Carson Wealth (CWM LLC)
Nebraska
$515K – – –
CFS
373
Cannon Financial Strategists
Georgia
$512K – – –
RCM
374
RNC Capital Management
California
$511K – – –
UBS AM
375
UBS AM
Illinois
$511K -$15.4K -129 -3%
13 14
15
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