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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 %
EWA
351
EP Wealth Advisors
California
$507K +$123K +936 +32%
NWM
352
Northwest Wealth Management
Iowa
$503K -$9.62K -73 -2%
BMCM
353
Bryn Mawr Capital Management
Pennsylvania
$502K -$1.32K -10 -0.3%
LW
354
Linscomb Wealth
Texas
$497K -$55.1K -418 -10%
NWP
355
Northstar Wealth Partners
Connecticut
$495K – – –
MMHP
356
Murphy Middleton Hinkle & Parker
Georgia
$488K +$26.4K +200 +6%
DLHL
357
Donald L. Hagan LLC
Florida
$487K – – –
HSA
358
HBK Sorce Advisory
Pennsylvania
$479K – – –
TA
359
Tiedemann Advisors
New York
$479K +$479K +3,621 New
RWG
360
Regal Wealth Group
California
$476K -$22.3K -169 -4%
PAS
361
Professional Advisory Services
Florida
$475K – – –
MFW
362
Mosaic Family Wealth
Missouri
$471K – – –
DPI
363
Diversified Portfolios Inc
Michigan
$470K – – –
AA
364
Alesco Advisors
New York
$464K – – –
IWP
365
Icon Wealth Partners
Texas
$463K -$120K -907 -21%
TW
366
Towerpoint Wealth
California
$462K -$33.6K -255 -7%
BOS
367
Bingham Osborn & Scarborough
California
$462K -$10.7K -81 -2%
Barclays
368
Barclays
United Kingdom
$460K +$280K +2,120 +156%
FA
369
FCG Advisors
New Jersey
$458K -$150K -1,134 -25%
TDC
370
Thompson Davis & Co
Virginia
$457K -$42.8K -325 -9%
Fisher Asset Management
371
Fisher Asset Management
Washington
$448K -$16K -121 -3%
JFG
372
JMG Financial Group
Illinois
$442K – – –
AIM
373
Allen Investment Management
New York
$436K – – –
Bessemer Group
374
Bessemer Group
New Jersey
$431K -$1.41M -10,673 -77%
WAP
375
Wealthcare Advisory Partners
Pennsylvania
$427K +$36.5K +277 +9%
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