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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 %
BCM
676
BlueCrest Capital Management
Jersey
– -$284K -3,467 Closed
PA
677
Paracle Advisors
Washington
– -$279K -3,404 Closed
MAM
678
Madison Asset Management
Wisconsin
– -$263K -3,211 Closed
NFC
679
Northeast Financial Consultants
Connecticut
– -$262K -3,191 Closed
CCG
680
Chatham Capital Group
Georgia
– -$254K -3,100 Closed
EP
681
Edgestream Partners
New Jersey
– -$227K -2,763 Closed
CM
682
Cornerstone Management
Georgia
– -$220K -2,684 Closed
FFA
683
First Foundation Advisors
California
– -$217K -2,641 Closed
PFA
684
Paradigm Financial Advisors
Missouri
– -$213K -2,601 Closed
IWM
685
IHT Wealth Management
Illinois
– -$211K -2,577 Closed
ACP
686
Arcus Capital Partners
Georgia
– -$207K -2,518 Closed
FLPIM
687
F.L. Putnam Investment Management
Massachusetts
– -$202K -2,464 Closed
NFG
688
Next Financial Group
Texas
– -$190K -2,309 Closed
CBT
689
Capital Bank & Trust
California
– -$161K -1,960 Closed
EWM
690
EPG Wealth Management
Georgia
– -$151K -1,840 Closed
RFM
691
Royal Fund Management
Florida
– -$149K -1,821 Closed
SMFS
692
Squar Milner Financial Services
California
– -$98K -1,206 Closed
KFI
693
Key Financial Inc
Pennsylvania
– -$97K -1,182 Closed
AT
694
Arden Trust
Delaware
– -$88K -1,070 Closed
WCM
695
Wealthcare Capital Management
Virginia
– -$82K -1,000 Closed
Simplex Trading
696
Simplex Trading
Illinois
– -$67K -823 Closed
IA
697
IndexIQ Advisors
New York
– -$66K -803 Closed
QAM
698
QCI Asset Management
New York
– -$53K -645 Closed
LC
699
Lindbrook Capital
California
– -$47K -567 Closed
KTC
700
Kistler-Tiffany Companies
Pennsylvania
– -$59K -456 Closed
26 27
28
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