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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 %
VWA
376
V Wealth Advisors
Kansas
$500K +$5.38K +45 +1%
AIS
377
American Investment Services
Massachusetts
$499K +$9.91K +83 +2%
WC
378
Whitnell & Co
Illinois
$495K – – –
MAP
379
Managed Asset Portfolios
Michigan
$494K +$128K +1,075 +35%
EC
380
Estate Counselors
Wisconsin
$484K – – –
PIMG
381
Patriot Investment Management Group
Tennessee
$480K – – –
TK
382
TIAA Kaspick
Massachusetts
$477K – – –
CANC
383
Culbertson A N & Co
Virginia
$476K -$16K -134 -3%
GPA
384
Guidance Point Advisors
Massachusetts
$465K +$2.15K +18 +0.5%
TI
385
Truepoint Inc
Ohio
$463K – – –
TAM
386
Tocqueville Asset Management
New York
$459K – – –
ACP
387
Arcus Capital Partners
Georgia
$450K -$38.7K -324 -8%
LW
388
Linscomb Wealth
Texas
$450K – – –
FMBTD
389
First Midwest Bank Trust Division
Illinois
$448K +$448K +3,750 New
AF
390
Advisornet Financial
Minnesota
$446K +$1.2K +10 +0.3%
CWM
391
Cahaba Wealth Management
Georgia
$446K +$1.79K +15 +0.4%
NWM
392
Northwest Wealth Management
Iowa
$444K -$9.32K -78 -2%
CCG
393
Chatham Capital Group
Georgia
$442K -$35.8K -300 -8%
WAP
394
Wealthcare Advisory Partners
Pennsylvania
$438K +$31.3K +262 +8%
JWA
395
JFS Wealth Advisors
Pennsylvania
$436K – – –
EAM
396
Evanson Asset Management
California
$434K +$29.6K +248 +7%
PMG
397
Private Management Group
California
$431K – – –
PAS
398
Professional Advisory Services
Florida
$430K – – –
TA
399
Trellis Advisors
Washington
$429K -$45.2K -378 -10%
YWP
400
YorkBridge Wealth Partners
New York
$425K – – –
14 15
16
17 18