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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 %
RCM
376
RNC Capital Management
California
$513K -$138K -1,150 -21%
UBS AM
377
UBS AM
Illinois
$508K – – –
WC
378
Whitnell & Co
Illinois
$497K – – –
PIMG
379
Patriot Investment Management Group
Tennessee
$495K +$495K +4,133 New
CANC
380
Culbertson A N & Co
Virginia
$494K -$30.8K -257 -6%
SC
381
Savant Capital
Illinois
$492K -$22.5K -188 -4%
AIS
382
American Investment Services
Massachusetts
$491K +$491K +4,098 New
EB
383
Eastern Bank
Massachusetts
$488K -$24.8M -206,851 -98%
CAM
384
Cresset Asset Management
Illinois
$488K +$480K +4,000 +6,061%
VWA
385
V Wealth Advisors
Kansas
$487K +$3.6K +29 +0.7%
TA
386
Trellis Advisors
Washington
$486K -$14.8K -123 -3%
TK
387
TIAA Kaspick
Massachusetts
$479K – – –
CWM
388
Cahaba Wealth Management
Georgia
$473K -$11.9K -99 -2%
SIM
389
Sonora Investment Management
Arizona
$466K +$33.3K +222 +8%
TI
390
Truepoint Inc
Ohio
$464K – – –
FNT
391
First National Trust
Pennsylvania
$464K +$67.1K +560 +17%
GPA
392
Guidance Point Advisors
Massachusetts
$462K +$4.07K +34 +0.9%
NWM
393
Northwest Wealth Management
Iowa
$455K +$719 +6 +0.2%
JWA
394
JFS Wealth Advisors
Pennsylvania
$454K – – –
LW
395
Linscomb Wealth
Texas
$452K – – –
DLHL
396
Donald L. Hagan LLC
Florida
$452K – – –
AF
397
Advisornet Financial
Minnesota
$452K +$21.8K +182 +5%
MFG
398
Magnus Financial Group
New York
$442K +$74K +617 +20%
DJSG
399
D.J. St. Germain
Massachusetts
$437K +$139K +1,160 +47%
PMG
400
Private Management Group
California
$433K – – –
14 15
16
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