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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 %
QIM
126
Quantitative Investment Management
Virginia
$5.54M +$2.09M +17,400 +60%
TAM
127
Tocqueville Asset Management
New York
$5.4M -$5.12M -42,730 -49%
WSTAM
128
Wilbanks Smith & Thomas Asset Management
Virginia
$5.35M -$201K -1,673 -4%
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$5.32M -$1.19M -9,944 -18%
JPG
130
Jordan Park Group
California
$5.26M -$397K -3,310 -7%
Two Sigma Investments
131
Two Sigma Investments
New York
$5.18M +$1.45M +12,100 +39%
William Blair & Company
132
William Blair & Company
Illinois
$5.16M -$42.1K -351 -0.8%
ECG
133
Edge Capital Group
Georgia
$5.15M +$1.56K +13 +0%
BF
134
BOK Financial
Oklahoma
$5.11M -$467K -3,891 -8%
Principal Financial Group
135
Principal Financial Group
Iowa
$5.03M -$88.4M -736,936 -95%
Ohio Public Employees Retirement System (OPERS)
136
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.01M +$5.01M +41,760 New
HSA
137
HBK Sorce Advisory
Pennsylvania
$4.89M -$17K -142 -0.3%
BCIM
138
Bishop & Co Investment Management
Pennsylvania
$4.82M +$52.3K +436 +1%
A
139
AdvicePeriod
California
$4.8M +$418K +3,488 +10%
SCM
140
Sterling Capital Management
North Carolina
$4.77M +$2.66M +22,212 +127%
WTC
141
WhitTier Trust Company
Nevada
$4.68M +$240K +2,005 +5%
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$4.63M -$3.84M -32,037 -45%
RA
143
Royce & Associates
New York
$4.59M +$4.59M +38,300 New
ZB
144
Zions Bancorporation
Utah
$4.55M +$4.55M +37,966 New
OCM
145
One Capital Management
California
$4.55M -$125K -1,039 -3%
PV
146
Private Vista
Illinois
$4.53M -$281K -2,343 -6%
Impax Asset Management Group
147
Impax Asset Management Group
United Kingdom
$4.5M +$4.5M +37,500 New
SLT
148
St Louis Trust
Missouri
$4.49M -$16.3K -136 -0.4%
AllianceBernstein
149
AllianceBernstein
Tennessee
$4.49M -$1.98M -16,511 -31%
HWA
150
Heritage Wealth Advisors
Virginia
$4.48M -$94.5K -788 -2%
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