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iShares Russell 2000 Value ETF

664 hedge funds and large institutions have $4.75B invested in iShares Russell 2000 Value ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 212 increasing their positions, 272 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
-74
Holders Change %
-10.03%
% of All Funds
14.67%
Holding in Top 10
28
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-33.33%
% of All Funds
0.62%
New
66
Increased
212
Reduced
272
Closed
129
Calls
$6.78M
Puts
$4.65M
Net Calls
+$2.14M
Net Calls Change
-$4.19M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
76
Shapiro Capital Management
Georgia
$9.41M -$26.7M -325,900 -74%
BUB
77
BBVA USA Bancshares
Texas
$9.23M +$178K +2,165 +2%
AI
78
Ariel Investments
Illinois
$9.01M -$1.61M -19,575 -15%
F
79
F3Logic
Minnesota
$8.9M +$3.3M +40,191 +59%
AA
80
AlphaMark Advisors
Kentucky
$8.84M
CP
81
Covenant Partners
Tennessee
$8.5M +$2.63M +32,046 +45%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$8.46M +$134K +1,628 +2%
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$8.39M -$763K -9,307 -8%
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$8.24M -$3.15M -38,418 -28%
GW
85
GW & Wade
Massachusetts
$7.89M +$3.52M +42,855 +80%
BPB
86
Badgley, Phelps & Bell
Washington
$7.79M -$5.41M -65,910 -41%
Calamos Advisors
87
Calamos Advisors
Illinois
$7.7M -$137K -1,675 -2%
GC
88
Guggenheim Capital
Illinois
$7.47M +$5.05M +61,528 +208%
AF
89
Alerus Financial
North Dakota
$7.33M +$539K +6,572 +8%
GT
90
Glenmede Trust
Pennsylvania
$7.25M
MML Investors Services
91
MML Investors Services
Massachusetts
$7.03M +$1.3M +15,882 +23%
Neuberger Berman Group
92
Neuberger Berman Group
New York
$6.98M -$31.4M -383,311 -82%
DSA
93
Droms Strauss Advisors
Missouri
$6.97M +$6.97M +84,985 New
BSW
94
Buckingham Strategic Wealth
Missouri
$6.85M +$2.65M +32,270 +63%
WSFS
95
Wilmington Savings Fund Society
Delaware
$6.8M -$243K -2,962 -3%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$6.71M +$3.21M +39,182 +92%
KeyBank National Association
97
KeyBank National Association
Ohio
$6.42M +$516K +6,292 +9%
MCM
98
MAI Capital Management
Ohio
$6.17M +$26.4K +322 +0.4%
A
99
AdvicePeriod
California
$6.17M +$2.34M +28,517 +61%
SWPG
100
Strategic Wealth Partners Group
Illinois
$6.1M +$1.51M +18,417 +33%