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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
+$160M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$74.9M
3
Victory Capital Management
Victory Capital Management
Texas
+$53.6M
4
AG
Advisor Group
Arizona
+$49.9M
5
NIMC
NWQ Investment Management Company
California
+$39.4M

Top Sellers

1
JG
Jefferies Group
New York
-$48.8M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$42.7M
3
LCM
Landscape Capital Management
New Jersey
-$28.9M
4
Wells Fargo
Wells Fargo
California
-$26.3M
5
VNIM
Vaughan Nelson Investment Management
Texas
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
301
Clearstead Advisors
Ohio
$730K – – –
CDIA
302
Capital Directions Investment Advisors
Georgia
$729K -$2.64K -20 -0.4%
KFA
303
Kelleher Financial Advisors
New York
$712K -$25K -190 -3%
SPC
304
Sigma Planning Corp
Michigan
$700K +$103K +781 +17%
FUBT
305
First United Bank & Trust
Maryland
$699K -$15.8K -120 -2%
TFO
306
Tarbox Family Office
California
$697K – – –
EAM
307
Evanson Asset Management
California
$695K -$753K -5,704 -52%
HNB
308
Huntington National Bank
Ohio
$693K -$721K – –
SFFS
309
Stonehage Fleming Financial Services
Jersey
$677K – – –
CS
310
Cannell & Spears
New York
$676K +$73.2K +555 +12%
CB
311
Chemical Bank
Michigan
$673K -$1.19K -9 -0.2%
OCG
312
Opus Capital Group
Ohio
$672K +$22.4K +170 +3%
TW
313
Transform Wealth
Colorado
$671K +$50.5K +383 +8%
CWM
314
Cahaba Wealth Management
Georgia
$668K -$126K -935 -16%
Fiera Capital (Canada)
315
Fiera Capital (Canada)
Quebec, Canada
$665K +$665K +5,041 New
PFS
316
Prospera Financial Services
Texas
$658K +$3.35K +25 +0.5%
VCM
317
Vigilant Capital Management
Maine
$657K – – –
TFA
318
Transamerica Financial Advisors
Florida
$657K +$657K +4,974 New
AI
319
Accredited Investors
Minnesota
$651K -$31.8K -241 -5%
RCAG
320
Rehmann Capital Advisory Group
Michigan
$645K +$17K +129 +3%
HCC
321
Hirtle Callaghan & Co
Pennsylvania
$643K – – –
GC
322
Garde Capital
Washington
$640K -$7.39K -56 -1%
LWAC
323
Laurel Wealth Advisors (California)
California
$624K – – –
AFC
324
AFT Forsyth & Company
Florida
$611K – – –
JWA
325
JFS Wealth Advisors
Pennsylvania
$610K +$47.9K +363 +9%
11 12
13
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