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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
FIMS
201
FBL Investment Management Services
Iowa
$2.7M – – –
SFG
202
StrategIQ Financial Group
Indiana
$2.69M -$37K -288 -1%
ACA
203
Affinity Capital Advisors
California
$2.68M +$2.68M +20,868 New
CL
204
CPWM LLC
Washington
$2.66M +$314K +2,446 +13%
FMBTD
205
First Midwest Bank Trust Division
Illinois
$2.66M +$2.17M +16,900 +451%
HB
206
Homrich & Berg
Georgia
$2.65M +$1.8K +14 +0.1%
PA
207
Parallel Advisors
California
$2.65M +$328K +2,549 +14%
UWPG
208
Ullmann Wealth Partners Group
Florida
$2.62M -$228K -1,775 -8%
FP
209
Factorial Partners
New York
$2.59M +$1.89M +15,000 +273%
AB
210
Atlas Brown
Kentucky
$2.55M +$626K +4,872 +33%
UCFA
211
United Capital Financial Advisors
Texas
$2.45M +$498K +3,874 +26%
HR
212
Hardy Reed
Mississippi
$2.45M – – –
MCM
213
MV Capital Management
Maryland
$2.43M – – –
WSTAM
214
Wilbanks Smith & Thomas Asset Management
Virginia
$2.41M -$311K -2,420 -11%
SWM
215
Southern Wealth Management
Texas
$2.4M +$2.4M +18,688 New
EWA
216
EP Wealth Advisors
California
$2.39M +$1.16M +9,034 +94%
HIA
217
Harbor Investment Advisory
Maryland
$2.34M +$2.34M +18,229 New
ZB
218
Zions Bancorporation
Utah
$2.33M -$1.29M -10,044 -36%
FAAS
219
First Allied Advisory Services
California
$2.3M -$185K -1,436 -7%
GMA
220
Goldstein Munger & Associates
California
$2.28M +$3.86K +30 +0.2%
FHA
221
First Horizon Advisors
Tennessee
$2.28M +$5.78K +45 +0.3%
BNP Paribas Financial Markets
222
BNP Paribas Financial Markets
France
$2.28M -$31.1M -241,800 -93%
LSA
223
L & S Advisors
California
$2.27M -$45.9K -357 -2%
VanEck Associates
224
VanEck Associates
New York
$2.23M +$1.57M +12,200 +236%
PA
225
Paracle Advisors
Washington
$2.2M +$16.3K +127 +0.7%
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