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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 %
FWM
551
Focused Wealth Management
New York
$134K -$23.8K -199 -15%
TWA
552
TCI Wealth Advisors
Arizona
$133K +$120 +1 +0.1%
TL
553
TrueWealth LLC
Georgia
$133K +$239 +2 +0.2%
Lazard Asset Management
554
Lazard Asset Management
New York
$131K – – –
WCM
555
Wealthcare Capital Management
Virginia
$130K +$481 +4 +0.4%
NCM
556
Next Capital Management
New York
$128K +$128K +1,066 New
Barclays
557
Barclays
United Kingdom
$125K +$14.4K +120 +13%
MCM
558
Manchester Capital Management
Vermont
$120K -$48.7K -405 -29%
FA
559
Fortis Advisors
Pennsylvania
$111K +$111K +924 New
CTC
560
Central Trust Company
Missouri
$107K – – –
BWA
561
BDO Wealth Advisors
Florida
$97K – – –
BBNA
562
Bremer Bank National Association
Minnesota
$95K +$95K +767 New
CFD
563
Creative Financial Designs
Indiana
$93K +$9.76K +81 +12%
RBC
564
Roble Belko & Company
Pennsylvania
$91K +$9.46K +79 +12%
GAM
565
Gemmer Asset Management
California
$89K +$361 +3 +0.4%
NFG
566
Next Financial Group
Texas
$89K +$47K +393 +112%
NFH
567
NEXT Financial Holdings
Texas
$89K +$89K +744 New
AIM
568
Anchor Investment Management
South Carolina
$88.7K – – –
Loomis, Sayles & Company
569
Loomis, Sayles & Company
Massachusetts
$84K – – –
MDCM
570
Morgan Dempsey Capital Management
Wisconsin
$84K – – –
TFGT
571
TS Financial Group (TSFG)
Illinois
$80K +$80K +665 New
QAM
572
QCI Asset Management
New York
$77K – – –
BBHC
573
Brown Brothers Harriman & Co
New York
$76K -$33K -275 -30%
CAL
574
Capital Analysts LLC
Pennsylvania
$75K +$5.73K +48 +8%
TFS
575
TrustCore Financial Services
Tennessee
$71K +$71K +594 New
21 22
23
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