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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.

New
Increased
Maintained
Reduced
Closed
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
Morgan Stanley
New York
$764M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$472M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
$45.8M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41M
5
SF
Synovus Financial
Georgia
$82.2M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$101M
2
SV
Starboard Value
New York
$48M
3
Betterment LLC
Betterment LLC
New York
$116M
4
Wells Fargo
Wells Fargo
California
$160M
5
Victory Capital Management
Victory Capital Management
Texas
$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
176
Comerica Bank
Texas
$2.49M -$600K -6,013 -19%
SW
177
SVB Wealth
Massachusetts
$2.49M +$726K +7,452 +41%
RC
178
Rinet Company
Massachusetts
$2.47M +$832K +8,534 +51%
CA
179
Cetera Advisors
Colorado
$2.43M -$248K -2,541 -9%
LSPW
180
Lake Street Private Wealth
Illinois
$2.39M -$473K -4,858 -17%
RhumbLine Advisers
181
RhumbLine Advisers
Massachusetts
$2.36M +$683K +7,010 +41%
AB
182
Atlas Brown
Kentucky
$2.36M +$336K +3,456 +17%
TD Asset Management
183
TD Asset Management
Ontario, Canada
$2.33M +$63.4K +651 +3%
BMCM
184
Bryn Mawr Capital Management
Pennsylvania
$2.22M -$57.4K -589 -3%
SPIA
185
Steward Partners Investment Advisory
New York
$2.17M +$140K +1,433 +7%
TSS
186
Two Sigma Securities
New York
$2.16M -$14.6M -150,177 -87%
EWM
187
Empirical Wealth Management
Washington
$2.06M +$402K +4,124 +24%
IP
188
Investment Partners
Ohio
$2.04M -$10.6K -109 -0.5%
EVM
189
Eaton Vance Management
Massachusetts
$2.02M -$2.07M -21,234 -51%
FCI
190
Financial Counselors Inc
Kansas
$2.02M +$167K +1,712 +9%
SQA
191
Simon Quick Advisors
New Jersey
$1.99M -$1.09M -11,184 -35%
HB
192
Homrich & Berg
Georgia
$1.99M +$144K +1,476 +8%
TYCC
193
Texas Yale Capital Corp
Florida
$1.98M +$22.6K +232 +1%
OFS
194
Oldfather Financial Services
Nebraska
$1.97M -$87.9K -874 -4%
FP
195
Factorial Partners
New York
$1.93M +$156K +1,600 +9%
Allianz Asset Management
196
Allianz Asset Management
Germany
$1.92M +$1.92M +19,661 New
FAAS
197
First Allied Advisory Services
California
$1.92M -$24.8K -254 -1%
ACA
198
Affinity Capital Advisors
California
$1.9M -$29.2K -300 -2%
Creative Planning
199
Creative Planning
Kansas
$1.86M -$389K -3,990 -17%
SWM
200
Southern Wealth Management
Texas
$1.81M +$812K +8,333 +81%
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