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iShares Russell 2000 Value ETF
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Overview Fund Activity

673 hedge funds and large institutions have $5.67B invested in iShares Russell 2000 Value ETF in 2019 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 196 increasing their positions, 257 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
+7
Holders Change %
+1.05%
% of All Funds
14.59%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
1%
New
80
Increased
196
Reduced
257
Closed
63
Calls
$33.2M
Puts
$10.9M
Net Calls
+$22.4M
Net Calls Change
+$19M

Top Buyers

1
SV
Starboard Value
New York
$255M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$60.1M
3
FIA
Foundations Investment Advisors
Arizona
$44M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$21.1M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$331M

Top Sellers

1
TF
TIAA FSB
Florida
$73.7M
2
Bank of America
Bank of America
North Carolina
$404M
3
Principal Financial Group
Principal Financial Group
Iowa
$5.03M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$7.42M
5
SAM
Silvercrest Asset Management
New York
$4.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
701
Edgestream Partners
New Jersey
– -$355K -3,297 Closed
HA
702
Heartland Advisors
Wisconsin
– -$283K -2,630 Closed
OSAM
703
O'Shaughnessy Asset Management
Connecticut
– -$282K -2,620 Closed
BOTW
704
Bank of the West
California
– -$279K -2,599 Closed
EPA
705
Element Pointe Advisors
Florida
– -$275K -2,561 Closed
SS
706
Simplicity Solutions
Minnesota
– -$254K -2,366 Closed
CGA
707
Crescent Grove Advisors
Illinois
– -$246K -2,286 Closed
Walleye Trading
708
Walleye Trading
New York
– -$231K -2,150 Closed
EGA
709
Eagle Global Advisors
Texas
– -$215K -2,001 Closed
KCM
710
Kanawha Capital Management
Virginia
– -$209K -1,940 Closed
FCBT
711
First Citizens Bank & Trust
North Carolina
– -$204K -1,896 Closed
CT
712
Clearstead Trust
Maine
– -$108K -1,000 Closed
VC
713
Vestor Capital
Illinois
– -$98K -914 Closed
Chevy Chase Trust
714
Chevy Chase Trust
Maryland
– -$92K -862 Closed
KCM
715
Karp Capital Management
California
– -$90K -835 Closed
RWA
716
River Wealth Advisors
Pennsylvania
– -$71K -663 Closed
PC
717
Pecaut & Co
Iowa
– -$59K -545 Closed
MOS
718
MGO One Seven
Ohio
– -$49K -462 Closed
EWA
719
ERTS Wealth Advisors
Michigan
– -$41K -385 Closed
LNB
720
Ledyard National Bank
– -$39K -361 Closed
JCM
721
Jacobi Capital Management
Pennsylvania
– -$28K -256 Closed
WANY
722
Wealthspire Advisors (New York)
New York
– -$17K -158 Closed
CAW
723
Cornerstone Advisors (Washington)
Washington
– -$16K -150 Closed
SFSG
724
Stearns Financial Services Group
North Carolina
– -$16K -149 Closed
BOPW
725
Brandywine Oak Private Wealth
Pennsylvania
– -$15K -148 Closed
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