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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 %
AIM
451
Allen Investment Management
New York
$425K – – –
SPC
452
Sigma Planning Corp
Michigan
$422K -$22.3K -173 -5%
APW
453
Austin Private Wealth
Texas
$416K +$416K +3,233 New
MAM
454
Madison Asset Management
Wisconsin
$413K +$413K +3,211 New
NFC
455
Northeast Financial Consultants
Connecticut
$410K – – –
CI
456
Cambiar Investors
Colorado
$409K +$409K +3,183 New
CW
457
CreativeOne Wealth
Kansas
$407K +$407K +3,163 New
Bessemer Group
458
Bessemer Group
New Jersey
$404K – – –
MMHP
459
Murphy Middleton Hinkle & Parker
Georgia
$402K -$27.4K -213 -6%
CCG
460
Chatham Capital Group
Georgia
$399K -$77.2K -600 -16%
TW
461
Towerpoint Wealth
California
$395K -$12.8K -100 -3%
OBGC
462
O'Brien Greene & Co
Pennsylvania
$395K +$12.8K +100 +3%
SIA
463
Starfire Investment Advisers
Michigan
$394K +$3.21K +25 +0.8%
WI
464
Wedgewood Investors
Pennsylvania
$393K – – –
OSAM
465
O'Shaughnessy Asset Management
Connecticut
$392K +$392K +3,050 New
SYBT
466
Stock Yards Bank & Trust
Kentucky
$387K +$37.7K +293 +11%
KMWM
467
Keudell/Morrison Wealth Management
Oregon
$386K – – –
FLPIM
468
F.L. Putnam Investment Management
Massachusetts
$385K +$138K +1,071 +56%
CBU
469
CIBC Bank USA
Illinois
$383K – – –
MPM
470
Meritage Portfolio Management
Kansas
$380K +$69.5K +540 +22%
RG
471
Rikoon Group
New Mexico
$377K -$48.7K -378 -11%
TGAM
472
TBH Global Asset Management
Tennessee
$373K +$373K +2,901 New
JIP
473
Jaffetilchin Investment Partners
Florida
$369K +$369K +2,871 New
MFGP
474
Marshall Financial Group (Pennsylvania)
Pennsylvania
$364K – – –
APG
475
Abacus Planning Group
South Carolina
$364K – – –
17 18
19
20 21