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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 %
TFO
301
Tarbox Family Office
California
$702K – – –
KFA
302
Kelleher Financial Advisors
New York
$699K -$19.7K -148 -3%
EWA
303
EP Wealth Advisors
California
$698K +$187K +1,402 +36%
SFFS
304
Stonehage Fleming Financial Services
Jersey
$682K – – –
FNT
305
First National Trust
Pennsylvania
$680K -$574K -4,320 -46%
CB
306
Chemical Bank
Michigan
$678K – – –
RCAG
307
Rehmann Capital Advisory Group
Michigan
$675K +$25K +188 +4%
OCG
308
Opus Capital Group
Ohio
$674K -$3.59K -27 -0.5%
GC
309
Guggenheim Capital
Illinois
$672K +$364K +2,736 +118%
Fiera Capital (Canada)
310
Fiera Capital (Canada)
Quebec, Canada
$671K – – –
CAM
311
Cubic Asset Management
Massachusetts
$664K -$77.7K -584 -10%
VCM
312
Vigilant Capital Management
Maine
$663K – – –
HCC
313
Hirtle Callaghan & Co
Pennsylvania
$651K – – –
AI
314
Accredited Investors
Minnesota
$648K -$7.98K -60 -1%
Cetera Investment Advisers
315
Cetera Investment Advisers
Illinois
$643K +$67.6K +505 +12%
FUBT
316
First United Bank & Trust
Maryland
$637K -$67.8K -510 -10%
LWAC
317
Laurel Wealth Advisors (California)
California
$636K +$7.18K +54 +1%
DWM
318
Dynasty Wealth Management
Florida
$627K +$79.8K +600 +15%
AFC
319
AFT Forsyth & Company
Florida
$616K – – –
CBU
320
CIBC Bank USA
Illinois
$614K -$214K -1,610 -26%
FBFS
321
First Business Financial Services
Wisconsin
$612K – – –
LFS
322
Lutz Financial Services
Nebraska
$604K – – –
Allianz Asset Management
323
Allianz Asset Management
Germany
$604K +$228K +1,716 +61%
SCM
324
SOL Capital Management
Maryland
$599K – – –
TA
325
Tiedemann Advisors
New York
$598K +$113K +846 +23%
11 12
13
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