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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
+$190M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$59.3M
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
+$29.5M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$132M
2
SV
Starboard Value
New York
-$91.7M
3
Betterment LLC
Betterment LLC
New York
-$84.3M
4
Wells Fargo
Wells Fargo
California
-$62M
5
Victory Capital Management
Victory Capital Management
Texas
-$61.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
201
StrategIQ Financial Group
Indiana
$1.8M -$187K -1,914 -9%
SBH
202
Segall Bryant & Hamill
Illinois
$1.8M -$306K -3,143 -15%
Principal Financial Group
203
Principal Financial Group
Iowa
$1.79M -$23M -236,416 -93%
UAS
204
United Asset Strategies
New York
$1.77M +$28K +287 +2%
CHC
205
City Holding Co
West Virginia
$1.76M +$17.5K +180 +1%
PWS
206
Peloton Wealth Strategists
Indiana
$1.74M +$224K +2,303 +15%
WCA
207
Windsor Creek Advisors
Vermont
$1.74M +$1.74M +17,850 New
GMA
208
Goldstein Munger & Associates
California
$1.73M +$1.56K +16 +0.1%
MWM
209
Maltin Wealth Management
New Jersey
$1.72M -$64.3K -660 -4%
ZB
210
Zions Bancorporation
Utah
$1.71M -$105K -1,072 -6%
Janney Montgomery Scott
211
Janney Montgomery Scott
Pennsylvania
$1.7M -$1.09M -11,170 -39%
AFA
212
American Financial Advisors
Georgia
$1.69M -$41.5K -419 -2%
PA
213
Parallel Advisors
California
$1.68M -$487 -5 -0%
APA
214
American Portfolios Advisors
New York
$1.66M -$1.54M -15,774 -48%
AWM
215
Argent Wealth Management
Massachusetts
$1.64M -$1.57M -14,656 -49%
PV
216
Private Vista
Illinois
$1.62M -$367K -3,777 -18%
C
217
Certuity
Florida
$1.61M +$1.37M +14,017 +567%
CL
218
CPWM LLC
Washington
$1.6M +$18.3K +188 +1%
SG Americas Securities
219
SG Americas Securities
New York
$1.6M +$133K +1,360 +9%
ST
220
Smithfield Trust
Pennsylvania
$1.59M -$453K -4,648 -22%
MA
221
MYDA Advisors
New York
$1.56M +$1.56M +16,000 New
AMG
222
Asset Management Group
Connecticut
$1.55M +$15.8K +162 +1%
FPIS
223
Financial Planning & Information Services
Wisconsin
$1.51M +$33.5K +344 +2%
AAS
224
Avantax Advisory Services
Texas
$1.5M -$3.51M -35,896 -70%
WA
225
Wealth Architects
California
$1.5M – – –
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9
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