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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 %
Bank of America
1
Bank of America
North Carolina
$514M 3,994,098 +494,468 +14%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$442M 3,437,942 +237,794 +7%
Morgan Stanley
3
Morgan Stanley
New York
$408M 3,171,827 +67,567 +2%
TF
4
TIAA FSB
Florida
$314M 2,444,680 -1,912 -0.1%
Wells Fargo
5
Wells Fargo
California
$252M 1,963,379 +36,704 +2%
Goldman Sachs
6
Goldman Sachs
New York
$210M 1,635,993 +10,500 +0.6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$154M 1,200,345 +30,118 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$150M 1,163,312 +82,516 +8%
SV
9
Starboard Value
New York
$125M 975,777 -800,000 -45%
TAIM
10
TD Ameritrade Investment Management
Nebraska
$125M 968,848 +7,388 +0.8%
UBS Group
11
UBS Group
Switzerland
$125M 968,792 +5,170 +0.5%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$117M 907,173 +3,348 +0.4%
Betterment LLC
13
Betterment LLC
New York
$107M 829,332 +21,906 +3%
JRP
14
Jasper Ridge Partners
California
$93.4M 726,092 -366,209 -34%
Victory Capital Management
15
Victory Capital Management
Texas
$89.6M 696,869 -64,046 -8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$88.5M 688,133 +197,377 +40%
Northern Trust
17
Northern Trust
Illinois
$85M 661,083 -3,625 -0.5%
DADC
18
D.A. Davidson & Co
Montana
$77.3M 600,798 +21,157 +4%
SF
19
Synovus Financial
Georgia
$72.5M 564,185 +750 +0.1%
ECM
20
ETrade Capital Management
Virginia
$66.4M 516,182 -16,810 -3%
SGAM
21
Stephens Group Asset Management
Arkansas
$64M 498,052 -607,408 -55%
LPL Financial
22
LPL Financial
California
$63.2M 491,289 +12,461 +3%
B
23
Bailard
California
$61.4M 477,623 +444,119 +1,326%
SI
24
Stephens Inc
Arkansas
$60.5M 470,776 -23,242 -5%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$60.2M 468,362 +54,103 +13%
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