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iShares Russell 2000 Value ETF
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Overview Fund Activity

664 hedge funds and large institutions have $4.75B invested in iShares Russell 2000 Value ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 212 increasing their positions, 272 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
-74
Holders Change %
-10.03%
% of All Funds
14.67%
Holding in Top 10
28
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-33.33%
% of All Funds
0.62%
New
66
Increased
212
Reduced
272
Closed
129
Calls
$6.78M
Puts
$4.65M
Net Calls
+$2.14M
Net Calls Change
-$4.19M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$484M
2
Betterment LLC
Betterment LLC
New York
$169M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$363M
4
M&T Bank
M&T Bank
New York
$75.6M
5
Victory Capital Management
Victory Capital Management
Texas
$102M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$275M
2
B
Bailard
California
$4.08M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$6.98M
4
Citigroup
Citigroup
New York
$2.92M
5
SCM
Shapiro Capital Management
Georgia
$9.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
651
McIlrath & Eck
Washington
$2K – – –
BC
652
Belmont Capital
California
$2K – – –
JFA
653
JNBA Financial Advisors
Minnesota
$2K – – –
MIM
654
Macroview Investment Management
Maryland
$2K – – –
GI
655
Gradient Investments
Minnesota
$2K +$593 +8 +42%
CP
656
Corbenic Partners
Pennsylvania
$2K +$2K +19 New
VNA
657
Valley National Advisers
Pennsylvania
$2K +$2K +28 New
CICI
658
Capital Investment Counsel Inc
North Carolina
$2K +$2K +29 New
MWM
659
MBE Wealth Management
Wisconsin
$2K +$2K +35 New
FA
660
Forefront Analytics
Pennsylvania
$1.72K +$1.72K +21 New
OIA
661
Optimum Investment Advisors
Illinois
$1K – – –
BFO
662
Biltmore Family Office
North Carolina
$1K – – –
AF
663
Affiance Financial
Minnesota
$1K +$1K +9 New
NL
664
NWAM LLC
Washington
$589 +$28 +342 +5%
MLL
665
Moody Lynn & Lieberson
Massachusetts
$413 -$4.04K -49,217 -91%
GLI
666
Guardian Life Insurance
New York
– -$49.3M -383,663 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
667
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$23.8M -185,000 Closed
RPSA
668
Richard P. Slaughter Associates
Texas
– -$8.45M -65,725 Closed
CCMLC
669
Cardinal Capital Management LLC (Connecticut)
Connecticut
– -$6.56M -50,999 Closed
TCBWMS
670
Texas Capital Bank Wealth Management Services
Texas
– -$5.25M -40,804 Closed
PI
671
Parkside Investments
Illinois
– -$4.64M -36,105 Closed
CWM
672
Chicago Wealth Management
Illinois
– -$4.46M -34,715 Closed
MOACM
673
Mutual of America Capital Management
New York
– -$3.86M -30,000 Closed
MA
674
MYDA Advisors
New York
– -$3.22M -25,000 Closed
RWP
675
RWA Wealth Partners
Massachusetts
– -$1.99M -15,488 Closed
25 26
27
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