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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 %
WIC
176
Whitegate Investment Counselors
New Hampshire
$3.18M -$30K -250 -0.9%
FCI
177
Financial Counselors Inc
Kansas
$3.15M -$240 -2 -0%
Creative Planning
178
Creative Planning
Kansas
$3.1M +$2.76K +23 +0.1%
APA
179
American Portfolios Advisors
New York
$3.09M +$508K +4,234 +20%
ST
180
Smithfield Trust
Pennsylvania
$3.08M -$3.36K -28 -0.1%
UWPG
181
Ullmann Wealth Partners Group
Florida
$3M -$241K -2,007 -7%
Mercer Global Advisors
182
Mercer Global Advisors
Colorado
$3M +$3M +24,991 New
PCM
183
Pointe Capital Management
Michigan
$2.96M +$438K +3,655 +17%
State Street
184
State Street
Massachusetts
$2.8M +$687K +5,730 +33%
LNC
185
Lincoln National Corp
Pennsylvania
$2.75M +$1.67M +13,925 +155%
BCM
186
Brookstone Capital Management
Illinois
$2.75M +$258K +2,151 +10%
PHAM
187
Palisades Hudson Asset Management
Florida
$2.71M +$4.56K +38 +0.2%
SFG
188
StrategIQ Financial Group
Indiana
$2.69M -$211K -1,756 -7%
BSW
189
Buckingham Strategic Wealth
Missouri
$2.68M +$71.6K +597 +3%
GLLW
190
Graves Light Lenhart Wealth
Virginia
$2.63M +$213K +1,775 +9%
WB
191
WesBanco Bank
West Virginia
$2.6M +$834K +6,952 +47%
Comerica Bank
192
Comerica Bank
Texas
$2.58M -$6.87M -55,580 -73%
FAAS
193
First Allied Advisory Services
California
$2.47M -$73.7K -616 -3%
HB
194
Homrich & Berg
Georgia
$2.45M -$29K -242 -1%
Neuberger Berman Group
195
Neuberger Berman Group
New York
$2.42M -$14M -116,517 -85%
AFA
196
American Financial Advisors
Georgia
$2.42M -$48K -400 -2%
I
197
IberiaBank
Louisiana
$2.39M -$186K -1,552 -7%
PPA
198
Parametric Portfolio Associates
Washington
$2.31M +$88.7K +740 +4%
HR
199
Hardy Reed
Mississippi
$2.28M – – –
MAS
200
Managed Account Services
Florida
$2.26M -$4.45K -36 -0.2%
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