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iShares Russell 2000 Value ETF
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Overview Fund Activity

653 hedge funds and large institutions have $5.75B invested in iShares Russell 2000 Value ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 230 increasing their positions, 227 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
-20
Holders Change %
-2.97%
% of All Funds
14.2%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
0.96%
New
45
Increased
230
Reduced
227
Closed
59
Calls
$56.5M
Puts
$11.8M
Net Calls
+$44.7M
Net Calls Change
+$22.3M

Top Buyers

1
TF
1
TIAA FSB
Florida
$290M
2
Wells Fargo
2
Wells Fargo
California
$246M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$30.3M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$359M
5
Jane Street
5
Jane Street
New York
$20.5M

Top Sellers

1
CL
1
Cabana LLC
Arkansas
$0
2
FIA
2
Foundations Investment Advisors
Arizona
$0
3
SV
3
Starboard Value
New York
$214M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$30.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$157M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
376
Savant Capital
Illinois
$495K – – –
AIS
377
American Investment Services
Massachusetts
$494K – – –
ACP
378
Arcus Capital Partners
Georgia
$493K -$143K -1,188 -22%
AAS
379
Avantax Advisory Services
Texas
$491K +$114K +943 +30%
CAM
380
Cresset Asset Management
Illinois
$490K – – –
EC
381
Estate Counselors
Wisconsin
$488K +$84.3K +700 +21%
SIM
382
Sonora Investment Management
Arizona
$487K +$16.6K +110 +4%
CCG
383
Chatham Capital Group
Georgia
$482K -$90.4K -750 -16%
TK
384
TIAA Kaspick
Massachusetts
$482K – – –
TA
385
Trellis Advisors
Washington
$478K -$9.76K -81 -2%
TI
386
Truepoint Inc
Ohio
$467K – – –
GPA
387
Guidance Point Advisors
Massachusetts
$467K +$2.17K +18 +0.5%
TAM
388
Tocqueville Asset Management
New York
$463K -$4.96M -41,155 -91%
DJSG
389
D.J. St. Germain
Massachusetts
$461K +$21.6K +179 +5%
NWM
390
Northwest Wealth Management
Iowa
$457K – – –
LW
391
Linscomb Wealth
Texas
$454K – – –
DLHL
392
Donald L. Hagan LLC
Florida
$451K -$3.01K -25 -0.7%
AMCA
393
Arthur M. Cohen & Associates
Illinois
$449K +$201K +1,667 +81%
CWM
394
Cahaba Wealth Management
Georgia
$448K -$27.2K -226 -6%
AF
395
Advisornet Financial
Minnesota
$448K -$5.3K -44 -1%
JWA
396
JFS Wealth Advisors
Pennsylvania
$440K -$16.2K -134 -4%
FAIM
397
Financial Advocates Investment Management
Washington
$438K +$6.5K +54 +2%
PMG
398
Private Management Group
California
$435K – – –
PAS
399
Professional Advisory Services
Florida
$434K – – –
YWP
400
YorkBridge Wealth Partners
New York
$429K – – –
14 15
16
17 18