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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 %
MA
651
MCF Advisors
Kentucky
$45K 348 – –
CL
652
Cabana LLC
Arkansas
$45K 351 +351 New
IA
653
IndexIQ Advisors
New York
$43K 336 -56 -14%
MMG
654
Monetary Management Group
Missouri
$43K 335 -50 -13%
QCG
655
Quadrant Capital Group
Ohio
$42K 327 -500 -60%
PB
656
Pinnacle Bancorp
Nebraska
$41K 321 – –
BA
657
Ballast Advisors
Minnesota
$40K 311 +311 New
IWA
658
Intercontinental Wealth Advisors
Texas
$39K 305 -815 -73%
BC
659
Barnett & Company
Tennessee
$39K 301 – –
TCWM
660
Total Clarity Wealth Management
Illinois
$39K 300 +300 New
KPW
661
Kore Private Wealth
New York
$39K 301 +301 New
PMFA
662
Plante Moran Financial Advisors
Michigan
$38K 298 -4,122 -93%
PCTC
663
Perkins Coie Trust Company
Washington
$38K 295 – –
TT
664
TI-Trust
Illinois
$38K 299 +299 New
TC
665
Trust Company
Kansas
$37K 286 – –
CFD
666
Creative Financial Designs
Indiana
$34K 268 -81 -23%
FWC
667
First Washington Corp
Washington
$34K 263 – –
GEA
668
Glen Eagle Advisors
New Jersey
$32.5K 253 +253 New
CCM
669
Cribstone Capital Management
Maine
$32K 250 – –
CA
670
Crewe Advisors
Utah
$31K 242 – –
IWP
671
IAG Wealth Partners
Wisconsin
$31K 235 +235 New
IRAG
672
Investment Research & Advisory Group
Georgia
$31K 239 +239 New
AIP
673
Ameritas Investment Partners
Nebraska
$30K 234 -146 -38%
NSIM
674
North Star Investment Management
Illinois
$30K 231 – –
First Manhattan
675
First Manhattan
New York
$28K 225 -30 -12%
25 26
27
28 29