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iShares Russell 2000 Value ETF
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Overview Fund Activity

650 hedge funds and large institutions have $6.01B invested in iShares Russell 2000 Value ETF in 2019 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 199 increasing their positions, 241 reducing their positions, and 45 closing their positions.

Holders
650
Holders Change
-3
Holders Change %
-0.46%
% of All Funds
14.28%
Holding in Top 10
39
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.36%
% of All Funds
0.86%
New
48
Increased
199
Reduced
241
Closed
45
Calls
$130M
Puts
$21.2M
Net Calls
+$109M
Net Calls Change
+$63.8M

Top Buyers

1
JRP
1
Jasper Ridge Partners
California
$130M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$49.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$194M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$383M
5
BlackRock
5
BlackRock
New York
$51.6M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.46M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$58.6M
3
Jane Street
3
Jane Street
New York
$776K
4
Franklin Resources
4
Franklin Resources
California
$19.3M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KWM
451
Kingsview Wealth Management
Oregon
$290K 2,428 +107 +5%
SHGA
452
Sand Hill Global Advisors
California
$289K 2,418 – –
FC
453
Ferris Capital
Massachusetts
$289K 2,421 – –
SF
454
Summit Financial
New Jersey
$288K 2,477 -3,567 -59%
MPM
455
Meritage Portfolio Management
Kansas
$288K 2,413 +2,413 New
OMC
456
Old Mission Capital
Illinois
$287K 2,400 -19,400 -89%
1IA
457
1834 Investment Advisors
Wisconsin
$286K 2,390 -20 -0.8%
FB
458
Fulton Bank
Pennsylvania
$283K 2,373 – –
QIM
459
Quantitative Investment Management
Virginia
$283K 2,377 +2,377 New
Lido Advisors
460
Lido Advisors
California
$275K 2,303 +87 +4%
HR
461
Howe & Rusling
New York
$275K 2,305 +170 +8%
QCM
462
Quest Capital Management
Texas
$273K 2,289 -23 -1%
CFA
463
Capstone Financial Advisors
Illinois
$272K 2,278 -43 -2%
WTFG
464
Wells Trecaso Financial Group
Ohio
$270K 2,259 – –
FANJ
465
Financial Architects (New Jersey)
New Jersey
$268K 2,243 – –
AWA
466
Arete Wealth Advisors
Illinois
$268K 2,247 +127 +6%
MA
467
MONECO Advisors
Connecticut
$264K 2,208 -50 -2%
SFM
468
Signet Financial Management
New Jersey
$264K 2,110 -47 -2%
TH
469
TCTC Holdings
Texas
$264K 2,212 – –
MFS
470
McNamara Financial Services
Massachusetts
$263K 2,186 +9 +0.4%
PAM
471
Palisade Asset Management
Minnesota
$256K 2,141 – –
BFM
472
Broadview Financial Management
Wisconsin
$254K 2,130 +9 +0.4%
Luther King Capital Management (LKCM)
473
Luther King Capital Management (LKCM)
Texas
– – – –
PL
474
Plancorp LLC
Missouri
$253K 2,121 +45 +2%
GSWM
475
Golden State Wealth Management
California
$252K 2,112 +1 +0%
17 18
19
20 21