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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 %
FHA
576
Flagship Harbor Advisors
Massachusetts
$69K +$1.56K +13 +2%
SPL
577
Smart Portfolios LLC
Washington
$68K -$1.14M -9,556 -94%
LC
578
Lindbrook Capital
California
$67K – – –
LIA
579
LS Investment Advisors
Michigan
$66K – – –
WPW
580
Winthrop Partners - WNY
New York
$60.7K – – –
SWM
581
SeaCrest Wealth Management
New York
$58K -$28K -235 -33%
CB
582
CNB Bank
Pennsylvania
$57K – – –
PCM
583
Princeton Capital Management
New Jersey
$54K – – –
IBOK
584
Independence Bank of Kentucky
Kentucky
$54K – – –
TIM
585
Tortoise Investment Management
New York
$53K – – –
APC
586
Aspire Private Capital
North Carolina
$53K – – –
ADL
587
Asset Dedication LLC
California
$51K +$2.16K +18 +4%
WCG
588
Weaver Consulting Group
California
$51K +$51K +430 New
MG
589
MilWealth Group
Wisconsin
$50K – – –
BFC
590
Bedel Financial Consulting
Indiana
$50K – – –
MFIMFI
591
Mesirow Financial Investment Management - Fixed Income
Illinois
$50K +$50K +415 New
RWA
592
Ropes Wealth Advisors
Massachusetts
$49K – – –
MMG
593
Monetary Management Group
Missouri
$46K – – –
ASN
594
Advisory Services Network
Georgia
$46K +$6.73K +56 +17%
FNB
595
Farmers National Bank
Kentucky
$42K +$42K +349 New
PO
596
Private Ocean
California
$41K +$121 +1 +0.3%
BMM
597
Buffington Mohr McNeal
Idaho
$41K +$41K +340 New
Simplex Trading
598
Simplex Trading
Illinois
$41K +$41K +345 New
QCG
599
Quadrant Capital Group
Ohio
$39K -$430K -3,602 -92%
BFEC
600
Benjamin F. Edwards & Company
Missouri
$38K -$119 -1 -0.3%
22 23
24
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