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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.

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 Market Value Shares Shares
Change 		Shares
Change %
WHG
601
Westwood Holdings Group
Texas
$130K 1,008 +833 +476%
BW
602
Bison Wealth
Georgia
$126K 983 +983 New
TFGT
603
TS Financial Group (TSFG)
Illinois
$123K 955 – –
AWA
604
Arkadios Wealth Advisors
Georgia
$120K 950 +950 New
FA
605
Fortis Advisors
Pennsylvania
$120K 937 +9 +1%
Barclays
606
Barclays
United Kingdom
$119K 923 -6,864 -88%
SAM
607
S.A. Mason
Michigan
$115K 891 +891 New
WCM
608
Wealthcare Capital Management
Virginia
$113K 878 +16 +2%
CAL
609
Capital Analysts LLC
Pennsylvania
$107K 834 +373 +81%
MCWS
610
McKinley Carter Wealth Services
West Virginia
$103K 804 +804 New
RBC
611
Roble Belko & Company
Pennsylvania
$98K 760 – –
FWM
612
Focused Wealth Management
New York
$97K 754 -71 -9%
BCM
613
Bourgeon Capital Management
Connecticut
$97K 757 – –
GAM
614
Gemmer Asset Management
California
$97K 752 +8 +1%
BWA
615
BDO Wealth Advisors
Florida
$92K 713 – –
Loomis, Sayles & Company
616
Loomis, Sayles & Company
Massachusetts
$90K 700 – –
MDCM
617
Morgan Dempsey Capital Management
Wisconsin
$90K 700 – –
RIA
618
Realta Investment Advisors
Delaware
$86K 691 +453 +190%
AA
619
Advisory Alpha
Michigan
$85.2K 668 +650 +3,611%
PO
620
Private Ocean
California
$85K 659 +318 +93%
AIM
621
Anchor Investment Management
South Carolina
$84.9K 660 -80 -11%
AIM
622
Axiom Investment Management
New York
$84K 650 +4 +0.6%
QAM
623
QCI Asset Management
New York
$83K 645 – –
SWM
624
Sugarloaf Wealth Management
Georgia
$82K 634 +634 New
AWM
625
Atticus Wealth Management
Florida
$82K 641 +641 New
23 24
25
26 27