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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.

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 %
CDIA
76
Capital Directions Investment Advisors
Georgia
$9.25M -$2.22M -22,819 -19%
GW
77
GW & Wade
Massachusetts
$9.16M -$208K -2,133 -2%
Calamos Advisors
78
Calamos Advisors
Illinois
$9.15M – – –
SCM
79
Shapiro Capital Management
Georgia
$8.97M -$2.21M -22,700 -20%
AA
80
AlphaMark Advisors
Kentucky
$8.57M -$1.94M -19,900 -18%
MGIA
81
Moneta Group Investment Advisors
Missouri
$8.43M -$15.4M -157,924 -65%
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$8.18M -$1.79M -18,369 -18%
CP
83
Covenant Partners
Tennessee
$8.12M -$1.98M -20,275 -20%
MML Investors Services
84
MML Investors Services
Massachusetts
$7.99M -$355K -3,643 -4%
FAM
85
Flaharty Asset Management
Florida
$7.93M +$732K +7,513 +10%
Baird Financial Group
86
Baird Financial Group
Wisconsin
$7.9M +$663K +6,806 +9%
CWM
87
Concentric Wealth Management
California
$7.69M +$1.2M +12,282 +18%
IFA
88
Interactive Financial Advisors
Illinois
$7.53M +$444K +4,558 +6%
MWM
89
Modera Wealth Management
New Jersey
$7.31M -$4.1M -42,039 -36%
JPMPWA
90
J.P. Morgan Private Wealth Advisors
California
$7.14M -$2.65M -27,190 -27%
Squarepoint
91
Squarepoint
New York
$7.09M +$7.09M +72,762 New
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$7.07M +$2.32M +23,805 +49%
KeyBank National Association
93
KeyBank National Association
Ohio
$6.93M -$701K -7,192 -9%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$6.8M -$20.4M -208,990 -75%
JPG
95
Jordan Park Group
California
$6.77M -$388K -3,979 -5%
LFWA
96
LBJ Family Wealth Advisors
Texas
$6.76M +$27.8K +285 +0.4%
GSWM
97
Golden State Wealth Management
California
$6.65M +$6.24M +34,721 +1,542%
MCM
98
MAI Capital Management
Ohio
$6.61M -$722K -7,407 -10%
GC
99
Guggenheim Capital
Illinois
$6.59M -$2.29M -23,458 -26%
BSW
100
Buckingham Strategic Wealth
Missouri
$6.57M -$1.57M -16,120 -19%
2 3
4
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