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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 %
CWM
426
Connecticut Wealth Management
Connecticut
$373K +$1.32K +11 +0.4%
RG
427
Rikoon Group
New Mexico
$371K +$6.59K +55 +2%
PSUF
428
People's United Financial
Connecticut
$370K +$7.55K +63 +2%
PA
429
Parallel Advisors
California
$368K – – –
WI
430
Wedgewood Investors
Pennsylvania
$367K – – –
CBU
431
CIBC Bank USA
Illinois
$366K -$111K -929 -23%
SIA
432
Starfire Investment Advisers
Michigan
$363K +$1.2K +10 +0.3%
KMWM
433
Keudell/Morrison Wealth Management
Oregon
$360K +$360K +3,000 New
MAP
434
Managed Asset Portfolios
Michigan
$356K -$24K -200 -6%
AI
435
Atria Investments
North Carolina
$355K -$347K -2,893 -49%
BF
436
Blankinship & Foster
California
$350K +$1.08K +9 +0.3%
CWS
437
Cypress Wealth Services
California
$349K -$6.12K -51 -2%
TWP
438
Total Wealth Planning
Ohio
$343K – – –
FUBT
439
First United Bank & Trust
Maryland
$341K -$204K -1,706 -37%
EK
440
Evensky & Katz
Florida
$341K +$1.68K +14 +0.5%
MFGP
441
Marshall Financial Group (Pennsylvania)
Pennsylvania
$339K – – –
APG
442
Abacus Planning Group
South Carolina
$339K – – –
G
443
GenTrust
Florida
$338K – – –
3AM
444
3D Asset Management
Connecticut
$336K -$10.1K -84 -3%
IA
445
IFP Advisors
Florida
$329K -$926K -7,749 -74%
CWM
446
Cornerstone Wealth Management
Missouri
$329K -$1.08K -23 -0.3%
MAU
447
MRA Associates USA
Arizona
$326K +$120 +1 +0%
CIR
448
Clear Investment Research
Georgia
$322K -$2.4K -20 -0.7%
CM
449
Cornerstone Management
Georgia
$317K -$438K -3,651 -58%
PA
450
PFG Advisors
Arizona
$314K -$51.4K -413 -14%
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