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iShares Russell 2000 Value ETF
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Overview Fund Activity

630 hedge funds and large institutions have $5.21B invested in iShares Russell 2000 Value ETF in 2020 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 198 increasing their positions, 262 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
-34
Holders Change %
-5.12%
% of All Funds
12.95%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.53%
New
66
Increased
198
Reduced
262
Closed
96
Calls
$38.5M
Puts
$1.64B
Net Calls
-$1.6B
Net Calls Change
-$1.6B

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$764M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$472M
3
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$45.8M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41M
5
SF
5
Synovus Financial
Georgia
$82.2M

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$101M
2
SV
2
Starboard Value
New York
$48M
3
Betterment LLC
3
Betterment LLC
New York
$116M
4
Wells Fargo
4
Wells Fargo
California
$160M
5
Victory Capital Management
5
Victory Capital Management
Texas
$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
626
Sutton Wealth Advisors
Florida
$2.63K – – –
BBHC
627
Brown Brothers Harriman & Co
New York
$2K -$59.1K -591 -97%
BC
628
Belmont Capital
California
$2K – – –
ME
629
McIlrath & Eck
Washington
$2K – – –
JFA
630
JNBA Financial Advisors
Minnesota
$2K – – –
LWCFA
631
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$2K +22 New
OIA
632
Optimum Investment Advisors
Illinois
$1K – – –
Thrivent Financial for Lutherans
633
Thrivent Financial for Lutherans
Minnesota
– -$21.7M -264,572 Closed
BDF
634
Balasa Dinverno & Foltz
– -$14.1M -172,123 Closed
BCM
635
Bridgeway Capital Management
Texas
– -$12.7M -154,300 Closed
HC
636
HNP Capital
New York
– -$11.9M -143,844 Closed
American Century Companies
637
American Century Companies
Missouri
– -$4.66M -56,808 Closed
NSCM
638
New South Capital Management
Tennessee
– -$4.05M -49,365 Closed
Ohio Public Employees Retirement System (OPERS)
639
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$3.97M -48,400 Closed
CCT
640
Country Club Trust
Missouri
– -$2.14M -25,884 Closed
JFGIW
641
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$1.86M -22,675 Closed
DSC
642
Donald Smith & Co
New York
– -$1.52M -18,500 Closed
OMC
643
Old Mission Capital
Illinois
– -$1.35M -16,400 Closed
CAW
644
Cornerstone Advisors (Washington)
Washington
– -$1.17M -14,242 Closed
Millennium Management
645
Millennium Management
New York
– -$1.08M -13,117 Closed
HF
646
HRT Financial
New York
– -$965K -11,769 Closed
CIM
647
Confluence Investment Management
Missouri
– -$933K -11,379 Closed
KTA
648
Keeley-Teton Advisors
Illinois
– -$931K -11,350 Closed
WA
649
Wealth Alliance
New York
– -$861K -10,502 Closed
Natixis Advisors
650
Natixis Advisors
Massachusetts
– -$847K -10,321 Closed
24 25
26
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