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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 %
CHC
251
City Holding Co
West Virginia
$1.42M -$45.2K -420 -3%
RC
252
Roundview Capital
New Jersey
$1.41M +$11.8K +110 +0.8%
CCP
253
Corient Capital Partners
California
$1.4M +$46.6K +433 +3%
PFP
254
Pinnacle Financial Partners
Tennessee
$1.39M -$32.4K -301 -2%
PMFA
255
Plante Moran Financial Advisors
Michigan
$1.38M +$909K +8,450 +191%
SWM
256
Shakespeare Wealth Management
Wisconsin
$1.35M +$1.35M +12,566 New
LC
257
Lubar & Co
Wisconsin
$1.34M – – –
LB
258
Legacy Bridge
Iowa
$1.34M +$1.34M +12,475 New
SWP
259
Stratos Wealth Partners
Ohio
$1.32M -$85.7K -797 -6%
CW
260
Cobiz Wealth
Colorado
$1.3M -$88.6K -824 -6%
NCMW
261
Northern Capital Management (Wisconsin)
Wisconsin
$1.29M -$116K -1,083 -8%
RC
262
Rinet Company
Massachusetts
$1.27M +$1.27M +11,841 New
GWM
263
Geneos Wealth Management
Colorado
$1.27M -$83.2K -778 -6%
PWM
264
Paulson Wealth Management
Illinois
$1.27M -$43.5K -374 -3%
KTA
265
Keeley-Teton Advisors
Illinois
$1.25M +$1.25M +11,582 New
First Trust Advisors
266
First Trust Advisors
Illinois
$1.25M -$40.6K -378 -3%
FBB
267
Fulton Breakefield Broenniman
Maryland
$1.23M -$13.6K -126 -1%
MFW
268
Meristem Family Wealth
Minnesota
$1.23M – – –
AT
269
Arden Trust
Delaware
$1.19M -$88.2K -820 -7%
WA
270
Winfield Associates
Ohio
$1.19M -$613K -5,700 -34%
SDWMA
271
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.19M +$1.19M +11,051 New
GC
272
Grimes & Company
Massachusetts
$1.19M +$28.4K +264 +2%
WAM
273
Wealthspire Advisors (Maryland)
Maryland
$1.19M -$162K -1,504 -12%
RFC
274
Regions Financial Corp
Alabama
$1.19M -$16.2K -151 -1%
CCA
275
Cobblestone Capital Advisors
New York
$1.18M – – –
9 10
11
12 13