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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 %
BMCM
351
Bryn Mawr Capital Management
Pennsylvania
$507K – – –
CIC
352
Carnegie Investment Counsel
Ohio
$505K -$272K -2,242 -35%
RFM
353
Royal Fund Management
Florida
$504K -$43.7K -329 -8%
NWM
354
Northwest Wealth Management
Iowa
$504K -$3.32K -25 -0.7%
LW
355
Linscomb Wealth
Texas
$501K – – –
DLHL
356
Donald L. Hagan LLC
Florida
$501K +$9.97K +75 +2%
MMHP
357
Murphy Middleton Hinkle & Parker
Georgia
$493K +$399 +3 +0.1%
RhumbLine Advisers
358
RhumbLine Advisers
Massachusetts
$486K -$50.8K -382 -9%
NWP
359
Northstar Wealth Partners
Connecticut
$486K -$13.3K -100 -3%
RWG
360
Regal Wealth Group
California
$481K +$1.06K +8 +0.2%
PMG
361
Private Management Group
California
$480K +$480K +3,610 New
PAS
362
Professional Advisory Services
Florida
$479K – – –
HSA
363
HBK Sorce Advisory
Pennsylvania
$478K -$5.72K -43 -1%
AWA
364
Arete Wealth Advisors
Illinois
$477K +$194K +1,457 +68%
DPI
365
Diversified Portfolios Inc
Michigan
$474K – – –
AA
366
Alesco Advisors
New York
$467K – – –
TW
367
Towerpoint Wealth
California
$466K – – –
BOS
368
Bingham Osborn & Scarborough
California
$461K -$5.33K -40 -1%
PA
369
Pinnacle Associates
New York
$444K +$129K +968 +41%
EAM
370
Evanson Asset Management
California
$442K -$259K -1,945 -37%
WIM
371
Westside Investment Management
California
$440K +$349K +2,319 +382%
AIM
372
Allen Investment Management
New York
$439K – – –
Bessemer Group
373
Bessemer Group
New Jersey
$434K – – –
MFW
374
Mosaic Family Wealth
Missouri
$431K -$5.62K -46 -1%
PHAM
375
Palisades Hudson Asset Management
Florida
$428K +$1.99K +15 +0.5%
13 14
15
16 17