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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 %
VCM
451
Vigilant Capital Management
Maine
$312K -$286K -2,383 -48%
EARNEST Partners
452
EARNEST Partners
Georgia
$310K -$3.04M -25,334 -91%
CFA
453
Capstone Financial Advisors
Illinois
$309K -$180K -1,502 -37%
QCM
454
Quest Capital Management
Texas
$309K +$359 +3 +0.1%
SAM
455
Sawgrass Asset Management
Florida
$308K – – –
PFC
456
Phocas Financial Corp
California
$307K -$275K – –
1IA
457
1834 Investment Advisors
Wisconsin
$304K – – –
BAM
458
Baldrige Asset Management
Pennsylvania
$303K +$303K +2,528 New
Lido Advisors
459
Lido Advisors
California
$299K +$299K +2,496 New
Susquehanna International Group
460
Susquehanna International Group
Pennsylvania
$298K +$298K +2,488 New
IWM
461
IHT Wealth Management
Illinois
$296K -$13.7K -114 -4%
MHS
462
M Holdings Securities
Oregon
$296K +$31.4K +262 +12%
CFG
463
Citizens Financial Group
Rhode Island
$295K +$148K +1,231 +100%
SHGA
464
Sand Hill Global Advisors
California
$290K -$20K -167 -6%
FC
465
Ferris Capital
Massachusetts
$290K – – –
RIA
466
Realta Investment Advisors
Delaware
$289K +$289K +2,417 New
IWA
467
Intercontinental Wealth Advisors
Texas
$283K +$42.5K +354 +18%
SG
468
StoneX Group
New York
$282K +$40.8K +340 +17%
AIC
469
Ameritas Investment Company
Nebraska
$281K +$281K +2,347 New
IWP
470
Icon Wealth Partners
Texas
$279K -$10.8K -90 -4%
FB
471
Fulton Bank
Pennsylvania
$279K – – –
MWA
472
Martel Wealth Advisors
Washington
$279K -$360 -3 -0.1%
SFM
473
Signet Financial Management
New Jersey
$277K -$3.72K -30 -1%
DW
474
Domani Wealth
Pennsylvania
$277K -$3.24K -27 -1%
WTFG
475
Wells Trecaso Financial Group
Ohio
$271K +$271K +2,259 New
17 18
19
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