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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 %
PI
151
Parkside Investments
Illinois
$4.45M -$22.8K -190 -0.5%
B
152
Bailard
California
$4.4M -$1.32K -11 -0%
SAM
153
Silvercrest Asset Management
New York
$4.39M -$36.7M -305,678 -89%
WWM
154
Windsor Wealth Management
Indiana
$4.38M -$87.6K -731 -2%
GIA
155
GHP Investment Advisors
Colorado
$4.32M -$4.92K -41 -0.1%
EWA
156
Exencial Wealth Advisors
Oklahoma
$4.29M +$410K +3,422 +11%
CG
157
Corundum Group
Colorado
$4.21M – – –
Mackenzie Financial
158
Mackenzie Financial
Ontario, Canada
$4.16M +$4.16M +34,704 New
JIC
159
Johnson Investment Counsel
Ohio
$4.14M +$180K +1,500 +5%
IP
160
Investment Partners
Ohio
$4.03M +$131K +1,090 +3%
MIAS
161
Mason Investment Advisory Services
Virginia
$4.01M +$4.01M +33,438 New
PAG
162
Private Advisor Group
New Jersey
$3.79M -$809K -6,744 -18%
UB
163
UMB Bank
Missouri
$3.72M -$143K -1,191 -4%
Voloridge Investment Management
164
Voloridge Investment Management
Florida
$3.64M +$3.64M +30,314 New
CEP
165
Chicago Equity Partners
Illinois
$3.62M +$3.62M +30,200 New
RWA
166
Redhawk Wealth Advisors
Minnesota
$3.58M -$49K -409 -1%
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$3.58M +$437K +3,646 +14%
GH
168
GAM Holding
Switzerland
$3.53M -$480K -4,000 -12%
OFG
169
Oxford Financial Group
Indiana
$3.43M -$20.6M -171,662 -86%
LSPW
170
Lake Street Private Wealth
Illinois
$3.42M +$3.42M +28,502 New
BCWM
171
Bartlett & Co Wealth Management
Ohio
$3.29M +$196K +1,637 +6%
BC
172
Bartlett & Co
Ohio
$3.29M +$196K +1,637 +6%
MCM
173
MV Capital Management
Maryland
$3.23M -$113K -943 -3%
SBH
174
Segall Bryant & Hamill
Illinois
$3.23M -$254K -2,116 -7%
CA
175
Cetera Advisors
Colorado
$3.2M -$29.5K -246 -0.9%
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