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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 %
FMII
676
Farmers & Merchants Investments Inc
Nebraska
$28K 220 – –
CFA
677
Carroll Financial Associates
North Carolina
$28K 221 +40 +22%
GWS
678
Glassman Wealth Services
Virginia
$28K 215 +210 +4,200%
HWA
679
HCR Wealth Advisors
California
$28K 216 +216 New
CB
680
Community Bank
New York
$27K 209 – –
LFA
681
Lighthouse Financial Advisors
Maryland
$27K 211 +211 New
IFAM
682
Institutional & Family Asset Management
Colorado
$26K 200 – –
LDFR
683
Lehman & Derafelo Financial Resources
Pennsylvania
$25K 195 – –
TFS
684
TrustCore Financial Services
Tennessee
$25K 198 – –
SSB
685
Sandy Spring Bank
Maryland
$23K 185 -28 -13%
OPS
686
Orion Portfolio Solutions
Nebraska
$23K 179 +179 New
TA
687
TFG Advisers
Michigan
$22K 173 +173 New
TWP
688
TFO Wealth Partners
Ohio
$22K 174 +174 New
LGWM
689
Litman Gregory Wealth Management
California
$21K 162 – –
CIAS
690
Capital Investment Advisory Services
North Carolina
$21K 165 – –
AIM
691
Arcadia Investment Management
Michigan
$21K 165 +165 New
CHA
692
Carmichael Hill & Associates
Maryland
$20K 153 +153 New
CAAS
693
Capital Asset Advisory Services
Michigan
$20K 162 +162 New
HDIM
694
Hanson & Doremus Investment Management
Vermont
$19K 151 – –
RCIM
695
Red Cedar Investment Management
Michigan
$18K 141 – –
ACA
696
Aptus Capital Advisors
Alabama
$18K 145 – –
AIA
697
Armor Investment Advisors
North Carolina
$17K 130 – –
HGWM
698
Harvest Group Wealth Management
Massachusetts
$17K 134 +1 +0.8%
BIP
699
Brandes Investment Partners
California
$17K 129 +129 New
LPWM
700
Lake Point Wealth Management
Texas
$15K 115 +115 New
26 27
28
29 30