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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
1
Bank of America
North Carolina
$514M
2
B
2
Bailard
California
$61.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$49.7M
4
Truist Financial
4
Truist Financial
North Carolina
$52.4M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$442M

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$0
2
SV
2
Starboard Value
New York
$125M
3
SGAM
3
Stephens Group Asset Management
Arkansas
$64M
4
JRP
4
Jasper Ridge Partners
California
$93.4M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
526
Paradigm Financial Advisors
Missouri
$268K +$2.31K +18 +0.9%
WI
527
WrapManager Inc
California
$267K -$2.06K -16 -0.8%
BIC
528
Beach Investment Counsel
Pennsylvania
$267K – – –
FFBTD
529
First Financial Bank - Trust Division
Ohio
$265K +$265K +2,058 New
FFN
530
Focus Financial Network
Minnesota
$263K +$2.06K +16 +0.8%
AG
531
Appleton Group
Wisconsin
$261K -$792K -6,153 -75%
RIM
532
Regent Investment Management
Kentucky
$259K -$789K -6,130 -75%
DT
533
Diversified Trust
Tennessee
$258K – – –
SS
534
Simplicity Solutions
Minnesota
$258K +$258K +2,010 New
IA
535
IFP Advisors
Florida
$257K -$72.8K -567 -22%
DLHL
536
Donald L. Hagan LLC
Florida
$257K -$6.79K -53 -3%
MFT
537
Moisand Fitzgerald Tamayo
Florida
$257K – – –
CT
538
Cambridge Trust
Massachusetts
$255K +$14.1K +110 +6%
MWM
539
Mission Wealth Management
California
$253K +$10.2K +79 +4%
FNT
540
First National Trust
Pennsylvania
$252K -$134K -1,041 -35%
WWM
541
Western Wealth Management
Colorado
$251K +$251K +1,949 New
SIMM
542
Stillwater Investment Management (Minnesota)
Minnesota
$250K +$2.71K +21 +1%
SHGA
543
Sand Hill Global Advisors
California
$249K -$61.8K -481 -20%
FUBT
544
First United Bank & Trust
Maryland
$249K -$5.78K -45 -2%
AAS
545
Annex Advisory Services
Wisconsin
$249K – – –
WF
546
Welch & Forbes
Massachusetts
$248K – – –
IWP
547
Icon Wealth Partners
Texas
$246K – – –
NWS
548
Newport Wealth Strategies
California
$245K +$25.5K +200 +12%
SIAS
549
Shine Investment Advisory Services
Colorado
$243K +$7.47K +58 +3%
IA
550
IFG Advisory
Georgia
$239K -$1.8K -14 -0.7%
20 21
22
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