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iShares Russell 2000 Value ETF
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Overview Fund Activity

630 hedge funds and large institutions have $5.21B invested in iShares Russell 2000 Value ETF in 2020 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 198 increasing their positions, 262 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
-34
Holders Change %
-5.12%
% of All Funds
12.95%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.53%
New
66
Increased
198
Reduced
262
Closed
96
Calls
$38.5M
Puts
$1.64B
Net Calls
-$1.6B
Net Calls Change
-$1.6B

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$764M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$472M
3
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$45.8M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41M
5
SF
5
Synovus Financial
Georgia
$82.2M

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$101M
2
SV
2
Starboard Value
New York
$48M
3
Betterment LLC
3
Betterment LLC
New York
$116M
4
Wells Fargo
4
Wells Fargo
California
$160M
5
Victory Capital Management
5
Victory Capital Management
Texas
$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
451
L & S Advisors
California
$271K -$31.3K -321 -10%
WF
452
Welch & Forbes
Massachusetts
$270K -$4.87K -50 -2%
SMC
453
Smith, Moore & Co
Missouri
$268K -$174K -1,939 -39%
APW
454
Austin Private Wealth
Texas
$264K -$8K -82 -3%
DLHL
455
Donald L. Hagan LLC
Florida
$264K +$264K +2,706 New
IMOV
456
Investment Management of Virginia
Virginia
$263K -$195K -2,000 -43%
MWP
457
MYCIO Wealth Partners
Pennsylvania
$258K +$1.85K +19 +0.7%
WG
458
Watchman Group
Texas
$256K – – –
SS
459
Simplicity Solutions
Minnesota
$256K +$256K +2,630 New
CIR
460
Clear Investment Research
Georgia
$254K +$22.9K +235 +10%
AW
461
ACG Wealth
Georgia
$253K +$253K +2,599 New
PA
462
Parkside Advisors
California
$251K -$316K -3,233 -56%
CWM
463
CCG Wealth Management
California
$251K -$70.5K -724 -22%
DY
464
Dowling & Yahnke
California
$245K +$245K +2,518 New
BCM
465
Beddow Capital Management
Wyoming
$242K +$242K +2,487 New
OBWP
466
O'Brien Wealth Partners
Massachusetts
$241K -$554K -6,051 -70%
M
467
MOTCO
Texas
$241K – – –
FFBTD
468
First Financial Bank - Trust Division
Ohio
$240K +$240K +2,465 New
CFS
469
Cannon Financial Strategists
Georgia
$239K -$202K -2,071 -46%
FC
470
Ferris Capital
Massachusetts
$236K +$236K +2,421 New
CS
471
Capital Square
Tennessee
$235K – – –
PFC
472
Phocas Financial Corp
California
$231K – – –
SCM
473
Smith Capital Management
Arkansas
$229K -$495K -5,093 -68%
HR
474
Howe & Rusling
New York
$228K +$3.8K +39 +2%
Lido Advisors
475
Lido Advisors
California
$224K +$224K +2,302 New
17 18
19
20 21