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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 %
FBFS
326
First Business Financial Services
Wisconsin
$607K -$98.9K -750 -14%
EC
327
Estate Counselors
Wisconsin
$599K -$10.6K -80 -2%
LFS
328
Lutz Financial Services
Nebraska
$599K – – –
SCM
329
SOL Capital Management
Maryland
$594K +$10.5K +80 +2%
PMFA
330
Plante Moran Financial Advisors
Michigan
$583K – – –
CANC
331
Culbertson A N & Co
Virginia
$577K – – –
UBS AM
332
UBS AM
Illinois
$575K +$3.69K +28 +0.6%
GRP
333
Global Retirement Partners
California
$571K -$16.9K -128 -3%
Cetera Investment Advisers
334
Cetera Investment Advisers
Illinois
$567K -$9.49K -72 -2%
DC
335
Davenport & Co
Virginia
$561K -$857K -6,490 -60%
DG
336
Delek Group
Israel
$554K +$554K +4,200 New
SC
337
Savant Capital
Illinois
$553K +$20.8K +158 +4%
MWP
338
MYCIO Wealth Partners
Pennsylvania
$552K +$12.1K +92 +2%
MC
339
Mathes Company
New York
$547K +$85.7K +650 +19%
BFPW
340
BOK Financial Private Wealth
Colorado
$544K -$28.6K -217 -5%
DWM
341
Dynasty Wealth Management
Florida
$543K -$274K -2,075 -34%
RFM
342
Royal Fund Management
Florida
$543K -$24.5K -186 -4%
AMCA
343
Arthur M. Cohen & Associates
Illinois
$541K – – –
RhumbLine Advisers
344
RhumbLine Advisers
Massachusetts
$533K +$55.7K +422 +12%
WC
345
Whitnell & Co
Illinois
$529K – – –
SKK
346
Shepherd Kaplan Krochuk
Massachusetts
$528K – – –
JFGIW
347
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$527K -$79.8K -605 -13%
QCG
348
Quadrant Capital Group
Ohio
$517K – – –
VWA
349
V Wealth Advisors
Kansas
$513K -$3.65K -27 -0.7%
TI
350
Truepoint Inc
Ohio
$511K +$449K +3,402 +721%
12 13
14
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