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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 %
CFS
401
Cannon Financial Strategists
Georgia
$550K -$1.03K -8 -0.2%
RCM
402
RNC Capital Management
California
$550K – – –
UBS AM
403
UBS AM
Illinois
$550K – – –
MG
404
Mather Group
Illinois
$547K +$547K +4,253 New
CAM
405
Cresset Asset Management
Illinois
$545K -$64.3K -500 -11%
FAIM
406
Financial Advocates Investment Management
Washington
$539K +$92.7K +721 +21%
AIS
407
American Investment Services
Massachusetts
$538K – – –
WC
408
Whitnell & Co
Illinois
$533K – – –
PIMG
409
Patriot Investment Management Group
Tennessee
$531K – – –
TA
410
Trellis Advisors
Washington
$530K +$68.2K +530 +15%
EC
411
Estate Counselors
Wisconsin
$521K – – –
TC
412
Towle & Co
Colorado
$517K +$517K +4,020 New
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$515K – – –
CANC
414
Culbertson A N & Co
Virginia
$507K -$5.53K -43 -1%
TK
415
TIAA Kaspick
Massachusetts
$505K -$9K -70 -2%
PP
416
Patten & Patten
Tennessee
$500K -$64.3K -500 -11%
GPA
417
Guidance Point Advisors
Massachusetts
$500K -$900 -7 -0.2%
VWA
418
V Wealth Advisors
Kansas
$500K – – –
TI
419
Truepoint Inc
Ohio
$499K +$772 +6 +0.2%
TAM
420
Tocqueville Asset Management
New York
$494K – – –
Luther King Capital Management (LKCM)
421
Luther King Capital Management (LKCM)
Texas
$491K -$253K – –
IWM
422
IHT Wealth Management
Illinois
$483K -$244K -1,899 -34%
CWM
423
Cahaba Wealth Management
Georgia
$483K +$2.57K +20 +0.5%
AMCA
424
Arthur M. Cohen & Associates
Illinois
$482K -$348K -2,702 -42%
CTA
425
Chesley Taft & Associates
Illinois
$482K +$482K +3,747 New
15 16
17
18 19