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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.

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
1
Starboard Value
New York
$255M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$60.1M
3
FIA
3
Foundations Investment Advisors
Arizona
$44M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$21.1M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$331M

Top Sellers

1
TF
1
TIAA FSB
Florida
$73.7M
2
Bank of America
2
Bank of America
North Carolina
$404M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$5.03M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$7.42M
5
SAM
5
Silvercrest Asset Management
New York
$4.39M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$404M 3,372,669 -1,386,363 -29%
Morgan Stanley
2
Morgan Stanley
New York
$363M 3,027,231 +79,660 +3%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$331M 2,759,238 +170,861 +7%
SV
4
Starboard Value
New York
$255M 2,125,777 +1,429,777 +205%
Wells Fargo
5
Wells Fargo
California
$209M 1,745,910 -103,117 -6%
Goldman Sachs
6
Goldman Sachs
New York
$184M 1,536,054 -21,076 -1%
M&T Bank
7
M&T Bank
New York
$144M 1,197,482 +56,699 +5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$134M 1,117,335 -53,413 -5%
SGAM
9
Stephens Group Asset Management
Arkansas
$112M 938,241 +128,308 +16%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$112M 936,684 -173,763 -16%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$112M 936,175 +11,717 +1%
TAIM
12
TD Ameritrade Investment Management
Nebraska
$109M 910,124 +34,076 +4%
UBS Group
13
UBS Group
Switzerland
$104M 868,278 -9,063 -1%
Betterment LLC
14
Betterment LLC
New York
$89.3M 744,883 -9,758 -1%
Victory Capital Management
15
Victory Capital Management
Texas
$89.3M 744,441 -65,678 -8%
Northern Trust
16
Northern Trust
Illinois
$84.1M 701,042 -38,902 -5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$83.5M 696,346 +48,771 +8%
TF
18
TIAA FSB
Florida
$73.7M 614,505 -4,766,935 -89%
DADC
19
D.A. Davidson & Co
Montana
$65.7M 548,433 +22,437 +4%
SF
20
Synovus Financial
Georgia
$64.4M 536,889 +27,772 +5%
SI
21
Stephens Inc
Arkansas
$64.2M 535,056 -10,382 -2%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$60.1M 501,000 +501,000 New
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$59.1M 492,513 -2,312 -0.5%
Franklin Resources
24
Franklin Resources
California
$57.8M 482,285 -134,053 -22%
ECM
25
ETrade Capital Management
Virginia
$56.9M 474,685 +24,766 +6%
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