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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 %
PPA
651
Parametric Portfolio Associates
Washington
– -$800K -9,748 Closed
WANY
652
Wealthspire Advisors (New York)
New York
– -$775K -9,451 Closed
CM
653
Columbus Macro
Pennsylvania
– -$763K -9,304 Closed
MIAS
654
Mason Investment Advisory Services
Virginia
– -$732K -8,924 Closed
RCAMU
655
Rothschild & Co Asset Management US
Connecticut
– -$718K -8,748 Closed
SCA
656
Spearhead Capital Advisors
Florida
– -$702K -8,562 Closed
IC
657
Innealta Capital
Texas
– -$602K -6,510 Closed
SF
658
Summit Financial
New Jersey
– -$495K -6,032 Closed
SDWMA
659
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$476K -5,799 Closed
AI
660
Accredited Investors
Minnesota
– -$420K -5,124 Closed
MLL
661
Moody Lynn & Lieberson
Massachusetts
– -$413 -5,035 Closed
BIA
662
Bigelow Investment Advisors
Maine
– -$405K -4,932 Closed
FAIM
663
Financial Advocates Investment Management
Washington
– -$399K -4,860 Closed
CWM
664
Connecticut Wealth Management
Connecticut
– -$381K -4,650 Closed
CWM
665
Confluence Wealth Management
Oregon
– -$378K -4,604 Closed
AIS
666
American Investment Services
Massachusetts
– -$376K -4,586 Closed
QT
667
Quantbot Technologies
New York
– -$352K -4,298 Closed
BFPW
668
BOK Financial Private Wealth
Colorado
– -$322K -3,925 Closed
APG
669
Abacus Planning Group
South Carolina
– -$310K -3,777 Closed
WKWM
670
Walter & Keenan Wealth Management
Indiana
– -$291K -3,755 Closed
ASN
671
Advisory Services Network
Georgia
– -$307K -3,743 Closed
TP
672
Tranquility Partners
Tennessee
– -$298K -3,635 Closed
PAS
673
Professional Advisory Services
Florida
– -$295K -3,598 Closed
IFWM
674
Institute for Wealth Management
Colorado
– -$294K -3,584 Closed
WFA
675
Wellspring Financial Advisors
Ohio
– -$286K -3,487 Closed
25 26
27
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