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iShares Russell 2000 Value ETF
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Overview Fund Activity

602 hedge funds and large institutions have $6.51B invested in iShares Russell 2000 Value ETF in 2018 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 189 increasing their positions, 187 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
Holders Change
+4
Holders Change %
+0.67%
% of All Funds
13.8%
Holding in Top 10
47
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.3%
% of All Funds
1.08%
New
54
Increased
189
Reduced
187
Closed
44
Calls
$12.7M
Puts
$25.7M
Net Calls
-$13M
Net Calls Change
-$5.18M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$183M
2
CCMG
Clark Capital Management Group
Pennsylvania
$74.9M
3
Victory Capital Management
Victory Capital Management
Texas
$130M
4
AG
Advisor Group
Arizona
$55.5M
5
NIMC
NWQ Investment Management Company
California
$40.1M

Top Sellers

1
JG
Jefferies Group
New York
$0
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
3
LCM
Landscape Capital Management
New Jersey
$0
4
Wells Fargo
Wells Fargo
California
$196M
5
VNIM
Vaughan Nelson Investment Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
226
Private Advisor Group
New Jersey
$1.57M -$208K -1,573 -12%
AL
227
Aspiriant LLC
California
$1.54M -$69.1K -524 -4%
FBB
228
Fulton Breakefield Broenniman
Maryland
$1.54M +$1.54M +11,643 New
A
229
AdvicePeriod
California
$1.52M +$182K +1,383 +14%
IA
230
Independence Advisors
Pennsylvania
$1.51M -$15.7K -119 -1%
PWM
231
Paulson Wealth Management
Illinois
$1.49M -$12K -91 -0.8%
LNC
232
Lincoln National Corp
Pennsylvania
$1.47M +$133K +1,006 +10%
FFA
233
First Foundation Advisors
California
$1.47M – – –
BRWA
234
B. Riley Wealth Advisors
Florida
$1.46M +$1.46M +11,077 New
CCA
235
Cobblestone Capital Advisors
New York
$1.46M -$12.5K -95 -0.9%
GC
236
Grimes & Company
Massachusetts
$1.42M – – –
RFC
237
Regions Financial Corp
Alabama
$1.42M -$82.7K -627 -6%
IA
238
IFP Advisors
Florida
$1.41M -$174K -1,318 -11%
I
239
IberiaBank
Louisiana
$1.41M +$674K +5,111 +92%
VanEck Associates
240
VanEck Associates
New York
$1.4M +$415K +3,147 +42%
FMT
241
First Mercantile Trust
Tennessee
$1.39M -$152K -1,152 -10%
ACP
242
Arcus Capital Partners
Georgia
$1.38M +$34.7K +263 +3%
FIM
243
Freedom Investment Management
Connecticut
$1.38M -$25.9K -196 -2%
EWA
244
Exencial Wealth Advisors
Oklahoma
$1.33M -$19.8K -150 -1%
HCA
245
Harbour Capital Advisors
Virginia
$1.31M +$7.96K +60 +0.6%
DWM
246
Darwin Wealth Management
Florida
$1.31M -$59.4K -455 -4%
RIA
247
RPG Investment Advisory
California
$1.3M +$651K +4,931 +100%
Renaissance Technologies
248
Renaissance Technologies
New York
$1.29M +$1.29M +9,800 New
VFA
249
Valeo Financial Advisors
Indiana
$1.27M -$184K -1,376 -13%
SPL
250
Smart Portfolios LLC
Washington
$1.27M +$99.4K +754 +8%
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