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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 %
KWM
526
Kingsview Wealth Management
Oregon
$217K +$217K +1,810 New
CCMLC
527
Cardinal Capital Management LLC (Connecticut)
Connecticut
$216K -$15.8M -131,516 -99%
TCOV
528
Trust Company of Vermont
Vermont
$214K – – –
WCM
529
Weatherstone Capital Management
Colorado
$212K -$13.7K -114 -6%
BRWM
530
B. Riley Wealth Management
Tennessee
$210K +$210K +1,752 New
PGFC
531
Peapack-Gladstone Financial Corp
New Jersey
$208K +$208K +1,737 New
PA
532
Pinnacle Associates
New York
$204K -$72.2K -602 -26%
JFGLC
533
Johnson Financial Group LLC (Colorado)
Colorado
$204K +$204K +1,702 New
MWM
534
Meridian Wealth Management
Kentucky
$203K +$203K +1,695 New
TC
535
Telemus Capital
Michigan
$202K +$202K +1,681 New
LWANC
536
Laurel Wealth Advisors (North Carolina)
North Carolina
$197K – – –
OC
537
Oakworth Capital
Alabama
$194K – – –
PFGIA
538
Patriot Financial Group Insurance Agency
Massachusetts
$188K +$8.62K +72 +5%
MSA
539
Mason Street Advisors
Wisconsin
$180K – – –
LA
540
Legacy Advisors
Pennsylvania
$167K +$167K +1,394 New
AF
541
Allworth Financial
California
$156K +$5.41K +45 +4%
KC
542
Knuff & Co
California
$156K +$132K +1,099 +550%
RE
543
RBC Europe
United Kingdom
$147K – – –
CAL
544
Capital Advisors Ltd
Ohio
$146K – – –
APSP
545
Asset Planning Services (Pennsylvania)
Pennsylvania
$144K -$14.2K -119 -9%
CWM
546
Cranbrook Wealth Management
Michigan
$141K – – –
CAC
547
Certified Advisory Corp
Florida
$141K +$120 +1 +0.1%
Deutsche Bank
548
Deutsche Bank
Germany
$137K +$94.4K +801 +222%
CFGS
549
Concourse Financial Group Securities
Alabama
$136K -$119 -1 -0.1%
PCG
550
Private Capital Group
Connecticut
$135K -$140K -1,162 -51%
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