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iShares Russell 2000 Value ETF
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Overview Fund Activity

738 hedge funds and large institutions have $6.49B invested in iShares Russell 2000 Value ETF in 2019 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 235 increasing their positions, 230 reducing their positions, and 37 closing their positions.

Holders
738
Holders Change
+88
Holders Change %
+13.54%
% of All Funds
14.57%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.83%
New
134
Increased
235
Reduced
230
Closed
37
Calls
$17.3M
Puts
$11M
Net Calls
+$6.33M
Net Calls Change
-$102M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$514M
2
B
2
Bailard
California
$61.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$49.7M
4
Truist Financial
4
Truist Financial
North Carolina
$52.4M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$442M

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$0
2
SV
2
Starboard Value
New York
$125M
3
SGAM
3
Stephens Group Asset Management
Arkansas
$64M
4
JRP
4
Jasper Ridge Partners
California
$93.4M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$26.4M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
176
Guggenheim Capital
Illinois
$3.8M 29,563 +10,464 +55%
WWM
177
Windsor Wealth Management
Indiana
$3.74M 29,099 -7,417 -20%
Creative Planning
178
Creative Planning
Kansas
$3.7M 28,748 +2,261 +9%
TFA
179
Tobias Financial Advisors
Florida
$3.68M 28,655 +28,655 New
Mercer Global Advisors
180
Mercer Global Advisors
Colorado
$3.68M 28,633 -130 -0.5%
LSPW
181
Lake Street Private Wealth
Illinois
$3.67M 28,550 +175 +0.6%
UB
182
UMB Bank
Missouri
$3.6M 28,031 -582 -2%
SBH
183
Segall Bryant & Hamill
Illinois
$3.6M 27,885 -158,577 -85%
IA
184
Independence Advisors
Pennsylvania
$3.44M 26,737 +15,450 +137%
WIC
185
Whitegate Investment Counselors
New Hampshire
$3.41M 26,523 -35 -0.1%
WB
186
WesBanco Bank
West Virginia
$3.39M 26,388 +326 +1%
LNC
187
Lincoln National Corp
Pennsylvania
$3.33M 25,858 +118 +0.5%
CA
188
Cetera Advisors
Colorado
$3.3M 25,610 -257 -1%
Prudential Financial
189
Prudential Financial
New Jersey
$3.3M 25,644 -13,465 -34%
PLU
190
Performa Ltd (US)
South Carolina
$3.28M 25,539 +4,315 +20%
MA
191
MYDA Advisors
New York
$3.22M 25,000 -129,000 -84%
HFG
192
Heron Financial Group
New York
$3.15M 25,097 +25,097 New
MIAS
193
Mason Investment Advisory Services
Virginia
$3.12M 24,245 – –
SW
194
SVB Wealth
Massachusetts
$3.1M 24,074 -4,144 -15%
ST
195
Smithfield Trust
Pennsylvania
$3.09M 24,010 – –
APA
196
American Portfolios Advisors
New York
$3.06M 23,822 +334 +1%
PV
197
Private Vista
Illinois
$3.04M 23,620 -9,025 -28%
HF
198
HRT Financial
New York
$2.99M 23,226 +18,891 +436%
PHAM
199
Palisades Hudson Asset Management
Florida
$2.84M 22,083 +37 +0.2%
FCI
200
Financial Counselors Inc
Kansas
$2.8M 21,739 -2,885 -12%
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