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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 %
PFM
276
Parsec Financial Management
North Carolina
$946K +$30.1K +228 +3%
SCM
277
Stordahl Capital Management
Colorado
$940K -$8.18K -62 -0.9%
AAM
278
Autus Asset Management
Arizona
$938K -$107K -812 -10%
TF
279
Tompkins Financial
New York
$918K – – –
NL
280
NWAM LLC
Washington
$909K -$7.12K -54 -0.8%
HFS
281
HL Financial Services
Kentucky
$897K -$11.3K -86 -1%
BIA
282
BHK Investment Advisors
Alabama
$872K +$210K +1,589 +32%
CIC
283
Carnegie Investment Counsel
Ohio
$864K +$62.8K +466 +8%
FP
284
Factorial Partners
New York
$831K -$1.02M -7,700 -55%
CBU
285
CIBC Bank USA
Illinois
$821K -$240K -1,820 -23%
SE
286
Summit Equities
New Jersey
$797K +$1.06K +8 +0.1%
SG Americas Securities
287
SG Americas Securities
New York
$793K -$6.19M -46,927 -89%
APP
288
Avantax Planning Partners
Iowa
$778K -$132 -1 -0%
ACA
289
Anchor Capital Advisors
Massachusetts
$772K +$772K +5,851 New
CBN
290
Cadence Bank NA
Texas
$768K -$122K -922 -14%
HCM
291
Howland Capital Management
Massachusetts
$768K – – –
LIC
292
Lodestar Investment Counsel
Illinois
$768K +$138K +1,045 +22%
SMC
293
Smith, Moore & Co
Missouri
$759K +$22.3K +169 +3%
AP
294
Appleton Partners
Massachusetts
$752K -$16.5K -125 -2%
AF
295
Advisornet Financial
Minnesota
$744K +$589K +4,464 +380%
FHA
296
First Horizon Advisors
Tennessee
$743K +$54.9K +417 +8%
CAM
297
Cubic Asset Management
Massachusetts
$735K -$154K -1,171 -17%
FWP
298
FAS Wealth Partners
Kansas
$734K – – –
AW
299
ACG Wealth
Georgia
$733K +$277K +2,101 +61%
CAN
300
Claraphi Advisory Network
United States
$730K -$165K -1,253 -18%
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