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iShares Russell 2000 Value ETF
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Overview Fund Activity

666 hedge funds and large institutions have $5.83B invested in iShares Russell 2000 Value ETF in 2018 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 229 increasing their positions, 180 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+47
Holders Change %
+7.59%
% of All Funds
14.86%
Holding in Top 10
45
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.17%
% of All Funds
1%
New
131
Increased
229
Reduced
180
Closed
78
Calls
$11.4M
Puts
$8.02M
Net Calls
+$3.36M
Net Calls Change
+$42.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$148M
2
Principal Financial Group
Principal Financial Group
Iowa
+$75.9M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$54.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$46M
5
CL
Cabana LLC
Arkansas
+$44.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$83M
2
CWM
Cornerstone Wealth Management
Missouri
-$80.8M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$67M
4
Franklin Resources
Franklin Resources
California
-$66M
5
B
Bailard
California
-$47.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Street
226
State Street
Massachusetts
$1.9M +$1.9M +17,624 New
GMA
227
Goldstein Munger & Associates
California
$1.89M -$184K -1,715 -9%
SCM
228
Sterling Capital Management
North Carolina
$1.89M -$10.7M -99,541 -85%
TVWM
229
Tower View Wealth Management
Wisconsin
$1.89M -$231K -2,148 -11%
CAN
230
Cetera Advisor Networks
California
$1.85M +$977K +9,107 +113%
BAS
231
Brown Advisory Securities
Maryland
$1.77M +$630K +5,815 +55%
BMCM
232
Bryn Mawr Capital Management
Pennsylvania
$1.75M +$1.34M +12,477 +328%
AL
233
Aspiriant LLC
California
$1.74M +$486K +4,519 +39%
SPIA
234
Steward Partners Investment Advisory
New York
$1.73M -$894K -8,318 -34%
COI
235
Connable Office Inc
Michigan
$1.68M +$1.68M +15,588 New
GWA
236
Guidant Wealth Advisors
Illinois
$1.67M +$1.67M +15,558 New
CG
237
Colony Group
Massachusetts
$1.66M +$1.66M +15,426 New
LFG
238
LifePlan Financial Group
Ohio
$1.65M +$49K +456 +3%
WCF
239
West Coast Financial
California
$1.61M +$33.3K +310 +2%
UAS
240
United Asset Strategies
New York
$1.6M +$217K +2,013 +16%
WB
241
WesBanco Bank
West Virginia
$1.59M +$121K +1,122 +8%
AB
242
Atlas Brown
Kentucky
$1.58M -$12.6K -117 -0.8%
HCM
243
Hollencrest Capital Management
California
$1.58M +$1.58M +14,649 New
TCB
244
Texas Capital Bancshares
Texas
$1.57M +$17.2K +160 +1%
FWP
245
FAS Wealth Partners
Kansas
$1.53M +$927K +8,620 +154%
CCT
246
Chemung Canal Trust
New York
$1.52M -$272K -2,527 -15%
LSA
247
L & S Advisors
California
$1.52M +$1.34M +12,488 +775%
OBWP
248
O'Brien Wealth Partners
Massachusetts
$1.44M -$192K -1,660 -12%
IA
249
Independence Advisors
Pennsylvania
$1.43M +$209K +1,946 +17%
TVAMP
250
Tennessee Valley Asset Management Partners
Tennessee
$1.43M +$1.43M +13,264 New
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