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

Top Sellers

1
M&T Bank
M&T Bank
New York
$0
2
SV
Starboard Value
New York
$125M
3
SGAM
Stephens Group Asset Management
Arkansas
$64M
4
JRP
Jasper Ridge Partners
California
$93.4M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
576
Rockefeller Capital Management
New York
$191K +$90.8K +706 +91%
LWANC
577
Laurel Wealth Advisors (North Carolina)
North Carolina
$184K -$26.9K -210 -13%
S
578
SignatureFD
Georgia
$180K -$27.1K -210 -13%
PA
579
Procyon Advisors
Connecticut
$180K +$180K +1,400 New
CFGS
580
Concourse Financial Group Securities
Alabama
$177K +$148K +1,151 +512%
FWM
581
Filbrandt Wealth Management
Wisconsin
$162K +$162K +1,261 New
WPA
582
West Paces Advisors
Georgia
$160K +$86.1K +670 +117%
AF
583
Allworth Financial
California
$158K – – –
RE
584
RBC Europe
United Kingdom
$158K – – –
Deutsche Bank
585
Deutsche Bank
Germany
$156K -$25.7K -200 -14%
SMFS
586
Squar Milner Financial Services
California
$155K +$155K +1,206 New
MF
587
Manchester Financial
California
$154K +$154K +1,200 New
CWM
588
Cranbrook Wealth Management
Michigan
$151K – – –
CAC
589
Certified Advisory Corp
Florida
$151K +$129 +1 +0.1%
TL
590
TrueWealth LLC
Georgia
$144K +$771 +6 +0.5%
AAP
591
Arax Advisory Partners
Colorado
$144K +$1.41K +11 +1%
TWA
592
TCI Wealth Advisors
Arizona
$143K +$257 +2 +0.2%
Lazard Asset Management
593
Lazard Asset Management
New York
$141K – – –
LWA
594
LWS Wealth Advisors
New Jersey
$139K +$139K +1,082 New
CAL
595
Capital Advisors Ltd
Ohio
$136K -$5.65K -44 -4%
SBSB
596
Sullivan, Bruyette, Speros & Blaney
Virginia
$135K – – –
FDCDDQ
597
Federation des caisses Desjardins du Quebec
Quebec, Canada
$135K -$7.12M -55,408 -98%
APWM
598
Atlas Private Wealth Management
New York
$134K +$134K +1,038 New
EK
599
Evensky & Katz
Florida
$133K -$205K -1,599 -61%
GKIM
600
GW&K Investment Management
Massachusetts
$133K +$133K +1,032 New
22 23
24
25 26