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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 %
LWANC
501
Laurel Wealth Advisors (North Carolina)
North Carolina
$140K – – –
Deutsche Bank
502
Deutsche Bank
Germany
$140K +$22.3K +230 +19%
SFM
503
Systematic Financial Management
New Jersey
$138K -$348K -3,563 -72%
PA
504
Procyon Advisors
Connecticut
$136K – – –
TL
505
TrueWealth LLC
Georgia
$131K +$21.5K +220 +20%
SAM
506
S.A. Mason
Michigan
$129K +$42.2K +433 +49%
AA
507
Ancora Advisors
Ohio
$126K -$725K -7,460 -85%
RE
508
RBC Europe
United Kingdom
$119K – – –
CAC
509
Certified Advisory Corp
Florida
$118K +$194 +2 +0.2%
CWM
510
Cranbrook Wealth Management
Michigan
$115K – – –
VCM
511
Versant Capital Management
Arizona
$114K – – –
S
512
SignatureFD
Georgia
$108K -$95.8K -982 -47%
Lazard Asset Management
513
Lazard Asset Management
New York
$107K – – –
SBSB
514
Sullivan, Bruyette, Speros & Blaney
Virginia
$102K +$102K +1,051 New
AWA
515
Arkadios Wealth Advisors
Georgia
$98.4K +$7.91K +83 +9%
FDCDDQ
516
Federation des caisses Desjardins du Quebec
Quebec, Canada
$93.2K – – –
APWM
517
Atlas Private Wealth Management
New York
$91K +$7.77K +80 +9%
Barclays
518
Barclays
United Kingdom
$90K – – –
FWM
519
Filbrandt Wealth Management
Wisconsin
$88K – – –
AWM
520
Avior Wealth Management
Nebraska
$85K – – –
WT
521
Washington Trust
Rhode Island
$80K – – –
BCM
522
Bourgeon Capital Management
Connecticut
$74K – – –
RBC
523
Roble Belko & Company
Pennsylvania
$74K – – –
GAM
524
Gemmer Asset Management
California
$74K +$779 +8 +1%
EK
525
Evensky & Katz
Florida
$73K -$16.6K -170 -19%
19 20
21
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