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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 %
CWS
476
Cypress Wealth Services
California
$363K – – –
G
477
GenTrust
Florida
$362K – – –
TWP
478
Total Wealth Planning
Ohio
$359K +$129 +1 +0%
ASN
479
Advisory Services Network
Georgia
$357K +$305K +2,373 +584%
SAM
480
Sawgrass Asset Management
Florida
$347K +$16.7K +130 +5%
CM
481
Cornerstone Management
Georgia
$345K – – –
3AM
482
3D Asset Management
Connecticut
$345K +$2.44K +19 +0.7%
RFM
483
Royal Fund Management
Florida
$344K -$11.6K -90 -3%
EWM
484
Empirical Wealth Management
Washington
$344K +$87.3K +679 +34%
MBT
485
Montecito Bank & Trust
California
$344K +$344K +2,674 New
VCM
486
Vigilant Capital Management
Maine
$334K – – –
PFC
487
Phocas Financial Corp
California
$329K -$305K – –
BF
488
Blankinship & Foster
California
$325K +$2.31K +18 +0.7%
ACP
489
Arcus Capital Partners
Georgia
$323K -$162K -1,261 -33%
CHJWM
490
Carlton Hofferkamp & Jenks Wealth Management
Texas
$321K +$321K +2,583 New
AR
491
Advisory Research
Illinois
$320K +$320K +2,485 New
BAM
492
Baldrige Asset Management
Pennsylvania
$319K -$5.78K -45 -2%
1IA
493
1834 Investment Advisors
Wisconsin
$313K +$5.53K +43 +2%
RCAMU
494
Rothschild & Co Asset Management US
Connecticut
$312K +$56.5K +439 +22%
FC
495
Ferris Capital
Massachusetts
$311K – – –
CS
496
Capital Square
Tennessee
$310K +$310K +2,414 New
DTC
497
Davidson Trust Company
Washington
$309K +$309K +2,417 New
CIR
498
Clear Investment Research
Georgia
$305K -$44.4K -345 -13%
FB
499
Fulton Bank
Pennsylvania
$305K -$515 -4 -0.2%
Lido Advisors
500
Lido Advisors
California
$302K +$5.41K +42 +2%
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