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iShares Russell 2000 Value ETF
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Overview Fund Activity

664 hedge funds and large institutions have $4.75B invested in iShares Russell 2000 Value ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 212 increasing their positions, 272 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
-74
Holders Change %
-10.03%
% of All Funds
14.67%
Holding in Top 10
28
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-33.33%
% of All Funds
0.62%
New
66
Increased
212
Reduced
272
Closed
129
Calls
$6.78M
Puts
$4.65M
Net Calls
+$2.14M
Net Calls Change
-$4.19M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$484M
2
Betterment LLC
Betterment LLC
New York
$169M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$363M
4
M&T Bank
M&T Bank
New York
$75.6M
5
Victory Capital Management
Victory Capital Management
Texas
$102M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$275M
2
B
Bailard
California
$4.08M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$6.98M
4
Citigroup
Citigroup
New York
$2.92M
5
SCM
Shapiro Capital Management
Georgia
$9.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCS
351
Vaughan & Co Securities
New Jersey
$426K – – –
KFA
352
Kelleher Financial Advisors
New York
$426K – – –
FCM
353
Firestone Capital Management
Florida
$426K – – –
NNP
354
Nachman Norwood & Parrott
South Carolina
$425K -$232K -2,828 -35%
CWM
355
Cornerstone Wealth Management
Missouri
$421K -$61.3K -748 -13%
AI
356
Accredited Investors
Minnesota
$420K -$348K -4,248 -45%
CIBC World Market
357
CIBC World Market
Ontario, Canada
$418K -$181K -2,212 -30%
GC
358
Garde Capital
Washington
$416K +$47.9K +584 +13%
TNB
359
TCF National Bank
South Dakota
$412K -$12.3K -150 -3%
OCG
360
Opus Capital Group
Ohio
$411K +$139K +1,694 +51%
SFM
361
Systematic Financial Management
New Jersey
$408K -$398K -4,858 -49%
CAM
362
Cubic Asset Management
Massachusetts
$407K -$1.23K -15 -0.3%
BIA
363
Bigelow Investment Advisors
Maine
$405K -$228K -2,772 -36%
PCMC
364
Paragon Capital Management (Colorado)
Colorado
$405K -$67.6K -825 -14%
SMC
365
Smith, Moore & Co
Missouri
$405K +$2.71K +33 +0.7%
AWM
366
Aprio Wealth Management
Georgia
$403K +$20.8K +254 +5%
OR
367
Olympiad Research
Connecticut
$402K +$402K +4,902 New
HCC
368
Hirtle Callaghan & Co
Pennsylvania
$400K – – –
FAIM
369
Financial Advocates Investment Management
Washington
$399K +$55K +670 +16%
GCM
370
Gables Capital Management
Florida
$398K -$40.9K -499 -9%
AIC
371
Ameritas Investment Company
Nebraska
$398K +$112K +1,366 +39%
Jane Street
372
Jane Street
New York
$396K -$6.46M -78,656 -94%
SIM
373
Sonora Investment Management
Arizona
$396K – – –
PMAM
374
Picton Mahoney Asset Management
Ontario, Canada
$393K -$2.3M -28,100 -85%
RCAG
375
Rehmann Capital Advisory Group
Michigan
$391K +$391K +4,771 New
13 14
15
16 17