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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 %
FANJ
476
Financial Architects (New Jersey)
New Jersey
$269K – – –
HWA
477
HCR Wealth Advisors
California
$266K +$266K +1,791 New
TH
478
TCTC Holdings
Texas
$265K – – –
Bessemer Group
479
Bessemer Group
New Jersey
$264K – – –
FTI
480
Fiduciary Trust International
Massachusetts
$262K +$50.6K +415 +24%
MA
481
MONECO Advisors
Connecticut
$259K +$840 +7 +0.3%
PAM
482
Palisade Asset Management
Minnesota
$257K – – –
SPIA
483
Steward Partners Investment Advisory
New York
$256K -$1.67M -13,937 -87%
HR
484
Howe & Rusling
New York
$256K – – –
GSWM
485
Golden State Wealth Management
California
$255K +$255K +2,127 New
Luther King Capital Management (LKCM)
486
Luther King Capital Management (LKCM)
Texas
$254K – – –
BAM
487
Berkshire Asset Management
Pennsylvania
$252K -$120K -1,000 -32%
WPC
488
Waters Parkerson & Co
Louisiana
$252K – – –
WI
489
WrapManager Inc
California
$251K -$720 -6 -0.3%
DCM
490
Dimension Capital Management
Florida
$251K – – –
AWA
491
Arete Wealth Advisors
Illinois
$250K +$3.6K +30 +1%
JFG
492
JMG Financial Group
Illinois
$249K -$61.9K -515 -20%
BIC
493
Beach Investment Counsel
Pennsylvania
$249K – – –
AMCA
494
Arthur M. Cohen & Associates
Illinois
$249K – – –
PL
495
Plancorp LLC
Missouri
$249K +$20.3K +169 +9%
PFA
496
Paradigm Financial Advisors
Missouri
$246K +$1.08K +9 +0.4%
IC
497
Innealta Capital
Texas
$245K -$3.05M -25,351 -93%
Fisher Asset Management
498
Fisher Asset Management
Washington
$243K -$161K -1,341 -40%
FFN
499
Focus Financial Network
Minnesota
$242K +$242K +2,018 New
DT
500
Diversified Trust
Tennessee
$241K -$19.5K -162 -7%
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