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iShares Russell 2000 Value ETF
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Overview Fund Activity

738 hedge funds and large institutions have $6.49B invested in iShares Russell 2000 Value ETF in 2019 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 235 increasing their positions, 230 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
+88
Holders Change %
+13.54%
% of All Funds
14.57%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.83%
New
134
Increased
235
Reduced
230
Closed
37
Calls
$17.3M
Puts
$11M
Net Calls
+$6.33M
Net Calls Change
-$102M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$63.6M
2
B
Bailard
California
+$57.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$46M
4
Truist Financial
Truist Financial
North Carolina
+$44.8M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$30.6M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$134M
2
SV
Starboard Value
New York
-$103M
3
SGAM
Stephens Group Asset Management
Arkansas
-$78.1M
4
JRP
Jasper Ridge Partners
California
-$47.1M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBFS
376
First Business Financial Services
Wisconsin
$649K -$13.5K -105 -2%
QT
377
Quantbot Technologies
New York
$640K +$640K +4,978 New
CAM
378
Cubic Asset Management
Massachusetts
$639K -$2.7K -21 -0.4%
AP
379
Appleton Partners
Massachusetts
$635K -$7.97K -62 -1%
SMC
380
Smith, Moore & Co
Missouri
$630K +$4.11K +32 +0.7%
HCC
381
Hirtle Callaghan & Co
Pennsylvania
$627K – – –
SFA
382
Sequoia Financial Advisors
Ohio
$620K -$172K -1,338 -22%
AWM
383
Aprio Wealth Management
Georgia
$600K +$600K +4,663 New
Federated Hermes
384
Federated Hermes
Pennsylvania
$592K -$5.58M -43,395 -90%
DWM
385
Darwin Wealth Management
Florida
$589K -$41.4K -322 -7%
CWM
386
Confluence Wealth Management
Oregon
$584K -$1.93K -15 -0.3%
LFS
387
Lutz Financial Services
Nebraska
$584K – – –
SC
388
Savant Capital
Illinois
$584K +$11.7K +91 +2%
WAP
389
Wealthcare Advisory Partners
Pennsylvania
$577K +$105K +816 +22%
SIM
390
Sonora Investment Management
Arizona
$576K -$17K -104 -3%
GC
391
Garde Capital
Washington
$576K -$2.96K -23 -0.5%
TNA
392
True North Advisors
Texas
$572K +$572K +4,450 New
FPS
393
Fieldpoint Private Securities
Connecticut
$568K – – –
FCA
394
FinTrust Capital Advisors
South Carolina
$567K -$19.6K -152 -3%
AI
395
Atria Investments
North Carolina
$565K -$101K -789 -15%
CWM
396
CCG Wealth Management
California
$564K -$156K -1,214 -22%
TCB
397
Texas Capital Bancshares
Texas
$563K -$204K -1,587 -27%
FTI
398
Fiduciary Trust International
Massachusetts
$555K +$332K +2,584 +149%
TAM
399
Townsend Asset Management
North Carolina
$555K +$555K +4,320 New
LW
400
Linscomb Wealth
Texas
$553K +$68.4K +532 +14%
14 15
16
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