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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 %
GRP
351
Global Retirement Partners
California
$599K +$139K +1,293 +30%
FBFS
352
First Business Financial Services
Wisconsin
$596K +$101K +940 +20%
NHC
353
Nicholas Hoffman & Company
Georgia
$596K +$596K +5,543 New
RJT
354
Raymond James Trust
Florida
$584K – – –
RCM
355
RNC Capital Management
California
$584K +$584K +5,428 New
AP
356
Appleton Partners
Massachusetts
$581K +$4.3K +40 +0.7%
KFA
357
Kelleher Financial Advisors
New York
$577K +$11.8K +110 +2%
CA
358
Clearstead Advisors
Ohio
$573K +$1.61K +15 +0.3%
TFO
359
Tarbox Family Office
California
$568K – – –
ACP
360
Arcus Capital Partners
Georgia
$565K -$567K -5,274 -50%
SPC
361
Sigma Planning Corp
Michigan
$560K -$38.5K -358 -6%
CB
362
Chemical Bank
Michigan
$553K +$4.31K +40 +0.8%
SMC
363
Smith, Moore & Co
Missouri
$552K -$123K -1,144 -18%
RhumbLine Advisers
364
RhumbLine Advisers
Massachusetts
$543K +$149K +1,388 +38%
VCM
365
Vigilant Capital Management
Maine
$536K – – –
Fiera Capital (Canada)
366
Fiera Capital (Canada)
Quebec, Canada
$532K -$10.8K -100 -2%
CIBC World Market
367
CIBC World Market
Ontario, Canada
$529K -$456K -4,242 -46%
Cerity Partners
368
Cerity Partners
New York
$527K +$324K +3,017 +160%
FCA
369
FinTrust Capital Advisors
South Carolina
$525K +$525K +4,879 New
HCC
370
Hirtle Callaghan & Co
Pennsylvania
$524K – – –
MWP
371
MYCIO Wealth Partners
Pennsylvania
$523K +$72.5K +674 +16%
PP
372
Patten & Patten
Tennessee
$517K +$94K +875 +22%
LFS
373
Lutz Financial Services
Nebraska
$515K +$26.8K +249 +5%
FPS
374
Fieldpoint Private Securities
Connecticut
$515K +$199K +1,850 +63%
GKIM
375
GW&K Investment Management
Massachusetts
$515K +$515K +4,791 New
13 14
15
16 17