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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 %
FMT
276
First Mercantile Trust
Tennessee
$1.17M -$17.2K -160 -1%
AI
277
Accredited Investors
Minnesota
$1.17M +$644K +5,990 +123%
CCT
278
Country Club Trust
Missouri
$1.13M +$937K +8,720 +484%
DWM
279
Dakota Wealth Management
Florida
$1.13M -$5.39K -41 -0.5%
IA
280
IFP Advisors
Florida
$1.12M -$299K -2,792 -21%
NSCM
281
New South Capital Management
Tennessee
$1.1M -$13.7M -127,728 -93%
AIA
282
Alera Investment Advisors
Illinois
$1.1M +$1.1M +10,210 New
SPL
283
Smart Portfolios LLC
Washington
$1.09M -$13.2K -123 -1%
BAAM
284
Baker Avenue Asset Management
California
$1.09M -$857K -7,970 -44%
QCM
285
Quadrant Capital Management
New Jersey
$1.09M -$286K -2,655 -21%
VanEck Associates
286
VanEck Associates
New York
$1.08M -$145K -1,346 -12%
HCA
287
Harbour Capital Advisors
Virginia
$1.08M +$1.08M +10,020 New
DMC
288
Drexel Morgan & Co
Pennsylvania
$1.07M +$78.8K +733 +8%
APP
289
Avantax Planning Partners
Iowa
$1.03M +$394K +3,665 +62%
FNBOO
290
First National Bank of Omaha
Nebraska
$1.02M -$5.38K -50 -0.5%
RIA
291
RPG Investment Advisory
California
$1.01M -$33.3K -310 -3%
VFA
292
Valeo Financial Advisors
Indiana
$1M -$10.6K -99 -1%
NNP
293
Nachman Norwood & Parrott
South Carolina
$995K +$995K +9,256 New
Allianz Asset Management
294
Allianz Asset Management
Germany
$990K +$502K +4,667 +103%
EWM
295
Evercore Wealth Management
New York
$980K +$67.8K +630 +7%
LNC
296
Lincoln National Corp
Pennsylvania
$966K +$193K +1,797 +25%
WTB
297
Washington Trust Bank
Washington
$956K +$5.91K +55 +0.6%
TYCC
298
Texas Yale Capital Corp
Florida
$944K +$604K +5,620 +178%
MLL
299
Moody Lynn & Lieberson
Massachusetts
$927K – – –
EAM
300
Eukles Asset Management
Ohio
$917K +$917K +8,529 New
10 11
12
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