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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 %
AAM
276
Autus Asset Management
Arizona
$935K -$10.8K -81 -1%
PFM
277
Parsec Financial Management
North Carolina
$928K -$25.4K -191 -3%
HNB
278
Huntington National Bank
Ohio
$925K -$693K – –
TF
279
Tompkins Financial
New York
$925K – – –
NL
280
NWAM LLC
Washington
$917K – – –
HFS
281
HL Financial Services
Kentucky
$907K +$2.4K +18 +0.3%
BIA
282
BHK Investment Advisors
Alabama
$902K +$22.2K +167 +3%
FTS
283
Fifth Third Securities
Ohio
$874K +$874K +6,576 New
ACA
284
Anchor Capital Advisors
Massachusetts
$861K +$83.1K +625 +11%
SCM
285
Stordahl Capital Management
Colorado
$856K -$20.3K -165 -2%
SMC
286
Smith, Moore & Co
Missouri
$835K +$69.5K +522 +9%
SE
287
Summit Equities
New Jersey
$803K – – –
APP
288
Avantax Planning Partners
Iowa
$785K – – –
HCM
289
Howland Capital Management
Massachusetts
$774K – – –
LIC
290
Lodestar Investment Counsel
Illinois
$774K +$133 +1 +0%
CBN
291
Cadence Bank NA
Texas
$767K -$7.58K -57 -1%
FHA
292
First Horizon Advisors
Tennessee
$749K -$797 -6 -0.1%
FWP
293
FAS Wealth Partners
Kansas
$743K +$2.66K +20 +0.4%
SPC
294
Sigma Planning Corp
Michigan
$740K +$34.2K +257 +5%
CDIA
295
Capital Directions Investment Advisors
Georgia
$735K – – –
RJT
296
Raymond James Trust
Florida
$722K +$503K +3,788 +230%
TW
297
Transform Wealth
Colorado
$719K +$42.3K +318 +6%
AP
298
Appleton Partners
Massachusetts
$713K -$44.5K -335 -6%
CA
299
Clearstead Advisors
Ohio
$706K -$30.3K -228 -4%
CS
300
Cannell & Spears
New York
$706K +$24.6K +185 +4%
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