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iShares Russell 2000 Value ETF
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Overview Fund Activity

619 hedge funds and large institutions have $6.89B invested in iShares Russell 2000 Value ETF in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 212 increasing their positions, 197 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
619
Holders Change
+17
Holders Change %
+2.82%
% of All Funds
14.17%
Holding in Top 10
46
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.13%
% of All Funds
1.05%
New
61
Increased
212
Reduced
197
Closed
40
Calls
$14.4M
Puts
$53.2M
Net Calls
-$38.8M
Net Calls Change
-$25.8M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$93.2M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$67M
3
B
Bailard
California
+$57.6M
4
Citigroup
Citigroup
New York
+$55.5M
5
Wells Fargo
Wells Fargo
California
+$32.4M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$93.8M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$74.9M
3
AG
Advisor Group
Arizona
-$49.3M
4
NIMC
NWQ Investment Management Company
California
-$40.1M
5
QIM
Quantitative Investment Management
Virginia
-$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
251
Channing Capital Management
Illinois
$1.2M +$1.2M +9,000 New
BA
252
Boston Advisors
Massachusetts
$1.19M -$2K -15 -0.2%
WTB
253
Washington Trust Bank
Washington
$1.18M -$73.8K -555 -6%
FP
254
Factorial Partners
New York
$1.17M +$333K +2,500 +40%
AIA
255
Avalon Investment & Advisory
Texas
$1.17M +$72.6K +546 +7%
DWM
256
Dakota Wealth Management
Florida
$1.15M -$31.8K -239 -3%
MLL
257
Moody Lynn & Lieberson
Massachusetts
$1.15M -$77.1K -580 -6%
VFA
258
Valeo Financial Advisors
Indiana
$1.14M -$13.3K -110 -1%
EWM
259
Evercore Wealth Management
New York
$1.13M – – –
HCMT
260
Highland Capital Management (Tennessee)
Tennessee
$1.11M +$2K +15 +0.2%
FFA
261
First Foundation Advisors
California
$1.09M -$395K -2,968 -27%
CAN
262
Cetera Advisor Networks
California
$1.08M -$27.1M -203,210 -96%
FNBT
263
FineMark National Bank & Trust
Florida
$1.07M -$95.8K -720 -8%
JIR
264
James Investment Research
Ohio
$1.07M +$636K +4,780 +148%
PAI
265
Pittenger & Anderson Inc
Nebraska
$1.06M – – –
BCM
266
Bridgeway Capital Management
Texas
$1.05M +$1.05M +7,900 New
BIA
267
Bigelow Investment Advisors
Maine
$1.05M -$26.5K -199 -2%
CCG
268
Chatham Capital Group
Georgia
$1.03M – – –
PMAM
269
Picton Mahoney Asset Management
Ontario, Canada
$1.02M – – –
CIM
270
Confluence Investment Management
Missouri
$1M +$1M +7,529 New
I2I
271
Insight 2811 Inc
Illinois
$989K -$37.8K -284 -4%
MAM
272
Marquette Asset Management
Minnesota
$973K -$14K -105 -1%
LNC
273
Lincoln National Corp
Pennsylvania
$957K -$529K -3,972 -36%
OC
274
Oppenheimer & Co
New York
$956K -$92.3K -694 -9%
AW
275
ACG Wealth
Georgia
$948K +$209K +1,569 +28%
9 10
11
12 13