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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 %
ECM
551
Evergreen Capital Management
Washington
$236K +$236K +1,837 New
CAG
552
Crestwood Advisors Group
Massachusetts
$232K -$4.88K -38 -2%
NEGWA
553
New England Guild Wealth Advisors
Connecticut
$226K +$226K +1,759 New
CTC
554
Central Trust Company
Missouri
$225K +$61.2K +476 +37%
CA
555
Cornerstone Advisory
Maryland
$223K -$10.3K -80 -4%
PGFC
556
Peapack-Gladstone Financial Corp
New Jersey
$223K – – –
MWA
557
Martel Wealth Advisors
Washington
$221K -$6.94K -54 -3%
IC
558
Innealta Capital
Texas
$220K -$5.67K -44 -3%
JFG
559
JMG Financial Group
Illinois
$220K – – –
PA
560
Pinnacle Associates
New York
$219K – – –
AWA
561
Arete Wealth Advisors
Illinois
$218K -$71.3K -554 -25%
TPCW
562
TD Private Client Wealth
New York
$218K +$218K +1,694 New
GVAG
563
Great Valley Advisor Group
Delaware
$216K +$216K +1,682 New
CWAG
564
Compton Wealth Advisory Group
Virginia
$214K -$24.6K -191 -10%
GT
565
Glenview Trust
Kentucky
$213K +$213K +1,655 New
IWC
566
Integrated Wealth Concepts
Massachusetts
$212K +$212K +1,649 New
VCM
567
Versant Capital Management
Arizona
$211K -$42.2K -329 -17%
PFGIA
568
Patriot Financial Group Insurance Agency
Massachusetts
$211K +$3.98K +31 +2%
LWP
569
Legacy Wealth Planning
Nevada
$211K +$211K +1,643 New
DCM
570
Donaldson Capital Management
Indiana
$208K +$208K +1,619 New
DW
571
Domani Wealth
Pennsylvania
$206K -$56.9K -442 -22%
RPG
572
Resource Planning Group
Georgia
$206K +$206K +1,604 New
TCOV
573
Trust Company of Vermont
Vermont
$202K – – –
OC
574
Oakworth Capital
Alabama
$198K – – –
MSA
575
Mason Street Advisors
Wisconsin
$193K – – –
21 22
23
24 25