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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 %
AI
376
Atria Investments
North Carolina
$428K +$116K +872 +37%
SFM
377
Systematic Financial Management
New Jersey
$428K +$266K +2,003 +165%
FA
378
FCG Advisors
New Jersey
$427K -$33.7K -254 -7%
MIH
379
Madison Investment Holdings
Wisconsin
$427K – – –
CIC
380
Chilton Investment Company
Connecticut
$422K +$422K +3,173 New
TYCC
381
Texas Yale Capital Corp
Florida
$421K – – –
WAP
382
Wealthcare Advisory Partners
Pennsylvania
$415K -$15.6K -117 -4%
BAM
383
Berkshire Asset Management
Pennsylvania
$412K -$4.25K -32 -1%
EK
384
Evensky & Katz
Florida
$411K -$3.06K -23 -0.7%
WI
385
Wedgewood Investors
Pennsylvania
$407K – – –
CWM
386
Connecticut Wealth Management
Connecticut
$405K +$1.58K +12 +0.4%
RG
387
Rikoon Group
New Mexico
$402K +$20.4K +153 +5%
BF
388
Blankinship & Foster
California
$401K +$1.33K +10 +0.3%
IWP
389
Icon Wealth Partners
Texas
$397K -$70K -526 -15%
FPS
390
Fieldpoint Private Securities
Connecticut
$391K -$1.06K -8 -0.3%
PFS
391
Prospera Financial Services
Texas
$390K -$253K -1,931 -39%
3AM
392
3D Asset Management
Connecticut
$389K +$799 +6 +0.2%
CWS
393
Cypress Wealth Services
California
$382K – – –
CWM
394
Confluence Wealth Management
Oregon
$381K -$9.44K -71 -2%
G
395
GenTrust
Florida
$377K +$377K +2,816 New
TDC
396
Thompson Davis & Co
Virginia
$372K -$89.1K -670 -19%
AAS
397
Annex Advisory Services
Wisconsin
$365K -$19.5K -147 -5%
CIR
398
Clear Investment Research
Georgia
$363K -$2.05M -15,396 -85%
LA
399
Leonetti & Associates
Illinois
$362K – – –
EARNEST Partners
400
EARNEST Partners
Georgia
$361K +$66.5K +500 +23%
14 15
16
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