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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 %
PAS
401
Professional Advisory Services
Florida
$431K – – –
ACA
402
Atlas Capital Advisors
Wyoming
$430K +$7.07K +59 +2%
RWG
403
Regal Wealth Group
California
$429K -$5.03K -42 -1%
FAIM
404
Financial Advocates Investment Management
Washington
$429K +$429K +3,583 New
YWP
405
YorkBridge Wealth Partners
New York
$427K +$408K +3,400 +2,112%
NWP
406
Northstar Wealth Partners
Connecticut
$424K -$12K -100 -3%
AA
407
Alesco Advisors
New York
$421K – – –
RFM
408
Royal Fund Management
Florida
$416K -$36.4K -304 -8%
MAM
409
Meeder Asset Management
Ohio
$415K -$26.2K -218 -6%
WAP
410
Wealthcare Advisory Partners
Pennsylvania
$414K +$25.9K +216 +7%
MMHP
411
Murphy Middleton Hinkle & Parker
Georgia
$412K +$360 +3 +0.1%
MFW
412
Mosaic Family Wealth
Missouri
$410K -$12.8K -107 -3%
EC
413
Estate Counselors
Wisconsin
$402K -$107K -890 -21%
EAM
414
Evanson Asset Management
California
$400K +$480 +4 +0.1%
Millennium Management
415
Millennium Management
New York
$399K -$2.5M -20,829 -86%
OCG
416
Opus Capital Group
Ohio
$398K – – –
AIM
417
Allen Investment Management
New York
$396K – – –
OBGC
418
O'Brien Greene & Co
Pennsylvania
$393K – – –
DY
419
Dowling & Yahnke
California
$392K +$114K +952 +41%
TW
420
Towerpoint Wealth
California
$386K – – –
CBFP
421
Cedar Brook Financial Partners
Ohio
$386K +$1.32K +11 +0.3%
MIH
422
Madison Investment Holdings
Wisconsin
$385K – – –
BPA
423
Beacon Pointe Advisors
California
$385K +$2.4K +20 +0.6%
NFC
424
Northeast Financial Consultants
Connecticut
$378K +$378K +3,154 New
AAS
425
Avantax Advisory Services
Texas
$376K +$152K +1,268 +68%
15 16
17
18 19