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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 %
CWM
326
Cornerstone Wealth Management
Missouri
$755K -$80.8M -750,431 -99%
BOS
327
Bingham Osborn & Scarborough
California
$750K +$378K +3,514 +101%
TF
328
Tompkins Financial
New York
$748K – – –
NL
329
NWAM LLC
Washington
$748K +$6.46K +60 +0.9%
WPSG
330
Wealth & Pension Services Group
Georgia
$743K -$265K -2,459 -26%
OC
331
Oppenheimer & Co
New York
$742K -$30.4K -283 -4%
SCM
332
Stordahl Capital Management
Colorado
$734K -$15.1K -140 -2%
HFS
333
HL Financial Services
Kentucky
$733K – – –
PFM
334
Parsec Financial Management
North Carolina
$731K -$19.8K -184 -3%
BA
335
Boston Advisors
Massachusetts
$729K -$231K -2,151 -24%
SCM
336
SOL Capital Management
Maryland
$684K +$200K +1,855 +41%
SCM
337
Smith Capital Management
Arkansas
$678K +$678K +6,305 New
CM
338
Cornerstone Management
Georgia
$677K -$2.02M -18,763 -75%
DWM
339
Darwin Wealth Management
Florida
$672K -$384K -3,553 -36%
FP
340
Factorial Partners
New York
$667K -$280K -2,600 -30%
TW
341
Transform Wealth
Colorado
$632K +$50.7K +471 +9%
AI
342
Atria Investments
North Carolina
$630K +$284K +2,638 +82%
HCM
343
Howland Capital Management
Massachusetts
$626K – – –
MPW
344
MA Private Wealth
California
$626K +$626K +5,824 New
FFA
345
First Foundation Advisors
California
$623K -$257K -2,387 -29%
CWM
346
Confluence Wealth Management
Oregon
$620K +$312K +2,900 +101%
PCMC
347
Paragon Capital Management (Colorado)
Colorado
$614K +$614K +5,710 New
CBN
348
Cadence Bank NA
Texas
$613K -$6.66K -62 -1%
FA
349
FCG Advisors
New Jersey
$604K +$258K +2,400 +75%
LWAC
350
Laurel Wealth Advisors (California)
California
$603K +$89.2K +831 +17%
12 13
14
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