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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 %
JIR
376
James Investment Research
Ohio
$427K +$46.1K +350 +12%
MIH
377
Madison Investment Holdings
Wisconsin
$424K – – –
PHAM
378
Palisades Hudson Asset Management
Florida
$423K – – –
TYCC
379
Texas Yale Capital Corp
Florida
$417K +$73.9K +560 +22%
BAM
380
Berkshire Asset Management
Pennsylvania
$413K – – –
EK
381
Evensky & Katz
Florida
$411K – – –
IWM
382
IHT Wealth Management
Illinois
$407K -$25K -189 -6%
CWM
383
Connecticut Wealth Management
Connecticut
$407K -$3.18K -24 -0.8%
SMFS
384
Squar Milner Financial Services
California
$405K – – –
WI
385
Wedgewood Investors
Pennsylvania
$403K – – –
PFGIA
386
Patriot Financial Group Insurance Agency
Massachusetts
$397K -$7.39K -56 -2%
BF
387
Blankinship & Foster
California
$397K – – –
PP
388
Patten & Patten
Tennessee
$395K – – –
SIA
389
Starfire Investment Advisers
Michigan
$394K – – –
FPS
390
Fieldpoint Private Securities
Connecticut
$389K – – –
CWM
391
Confluence Wealth Management
Oregon
$387K -$7.91K -60 -2%
3AM
392
3D Asset Management
Connecticut
$385K -$39.9K -302 -9%
AAS
393
Annex Advisory Services
Wisconsin
$382K -$107K -813 -22%
CWS
394
Cypress Wealth Services
California
$379K – – –
RG
395
Rikoon Group
New Mexico
$378K +$132 +1 +0%
PA
396
PFG Advisors
Arizona
$376K -$31.3K -237 -8%
Allianz Asset Management
397
Allianz Asset Management
Germany
$373K -$496K -3,758 -57%
DDPOM
398
Delta Dental Plan of Michigan
Michigan
$369K – – –
FC
399
Ferris Capital
Massachusetts
$361K – – –
NWS
400
Newport Wealth Strategies
California
$360K -$320K -2,425 -47%
14 15
16
17 18