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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 %
WWM
701
Willingdon Wealth Management
North Carolina
$13K 100 -30 -23%
BWM
702
BerganKDV Wealth Management
Minnesota
$13K 102 – –
EI
703
Ellevest Inc
New York
$13K 101 – –
RMC
704
Resources Management Corp
Connecticut
$13K 100 – –
MPCG
705
Matrix Private Capital Group
New York
$13K 100 +100 New
VCP
706
Verus Capital Partners
Arizona
$13K 100 +100 New
HWM
707
HighMark Wealth Management
Minnesota
$13K 105 +105 New
CBT
708
Central Bank & Trust
Kentucky
$11K 85 – –
HCM
709
Highlander Capital Management
New Jersey
$11K 85 – –
TI
710
tru Independence
Oregon
$11K 132 +132 New
SFA
711
Stewardship Financial Advisors
Georgia
$10K 74 -100 -57%
1NWS
712
1 North Wealth Services
Maryland
$10K 78 – –
ARMC
713
American Research & Management Company
Massachusetts
$10K 80 – –
SFPG
714
Stonebridge Financial Planning Group
Florida
$10K 80 +80 New
BWA
715
Burt Wealth Advisors
Maryland
$9K 72 – –
LWA
716
Lenox Wealth Advisors
New York
$9K 67 +29 +76%
SIC
717
Samalin Investment Counsel
New York
$9K 70 +70 New
WQ
718
Wealth Quarterback
New Jersey
$8.77K 68 +68 New
BCI
719
Brinker Capital Investments
Pennsylvania
$8K 61 – –
HI
720
Hudock Inc
Pennsylvania
$8K 63 +63 New
FRA
721
Front Row Advisors
California
$7K 55 – –
CAGAS
722
Capital Advisory Group Advisory Services
Minnesota
$7K 55 – –
NG
723
NWK Group
California
$7K 54 +54 New
PWMG
724
Prestige Wealth Management Group
New Jersey
$6K 46 – –
HI
725
Human Investing
Oregon
$6K 45 +45 New
27 28
29
30 31