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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
$514M
2
B
Bailard
California
$61.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$49.7M
4
Truist Financial
Truist Financial
North Carolina
$52.4M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$442M

Top Sellers

1
M&T Bank
M&T Bank
New York
$0
2
SV
Starboard Value
New York
$125M
3
SGAM
Stephens Group Asset Management
Arkansas
$64M
4
JRP
Jasper Ridge Partners
California
$93.4M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
426
Advisornet Financial
Minnesota
$481K +$901 +7 +0.2%
RG
427
Retirement Group
California
$477K +$477K +3,709 New
TP
428
Tranquility Partners
Tennessee
$475K -$111K -865 -19%
MAP
429
Managed Asset Portfolios
Michigan
$474K -$57.9K -450 -11%
JWA
430
JFS Wealth Advisors
Pennsylvania
$466K -$2.96K -23 -0.6%
WA
431
Winfield Associates
Ohio
$465K -$116K -905 -20%
NWM
432
Northwest Wealth Management
Iowa
$465K -$12.9K -100 -3%
PMG
433
Private Management Group
California
$464K – – –
DJSG
434
D.J. St. Germain
Massachusetts
$464K +$9.39K +73 +2%
PAS
435
Professional Advisory Services
Florida
$463K – – –
DY
436
Dowling & Yahnke
California
$460K +$7.72K +60 +2%
YWP
437
YorkBridge Wealth Partners
New York
$458K – – –
IFWM
438
Institute for Wealth Management
Colorado
$455K +$455K +3,539 New
PA
439
PFG Advisors
Arizona
$453K -$127 -1 -0%
NWP
440
Northstar Wealth Partners
Connecticut
$453K – – –
AA
441
Alesco Advisors
New York
$452K – – –
AIC
442
Ameritas Investment Company
Nebraska
$449K +$62.2K +483 +16%
C
443
Certuity
Florida
$442K +$442K +3,437 New
OAM
444
Oppenheimer Asset Management
New York
$442K +$442K +3,438 New
MFW
445
Mosaic Family Wealth
Missouri
$441K +$514 +4 +0.1%
Cetera Investment Advisers
446
Cetera Investment Advisers
Illinois
$440K -$5.77K -45 -1%
ACA
447
Atlas Capital Advisors
Wyoming
$438K – – –
EAM
448
Evanson Asset Management
California
$437K -$30.5K -237 -7%
Cerity Partners
449
Cerity Partners
New York
$428K -$308K -2,398 -42%
OCG
450
Opus Capital Group
Ohio
$427K -$5.01K -39 -1%
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