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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 %
CCG
376
Chatham Capital Group
Georgia
$511K -$323K -3,000 -39%
BC
377
Brinker Capital
Pennsylvania
$510K +$510K +4,741 New
AFC
378
AFT Forsyth & Company
Florida
$498K – – –
Cetera Investment Advisers
379
Cetera Investment Advisers
Illinois
$492K -$25.2K -234 -5%
GC
380
Garde Capital
Washington
$490K – – –
FUBT
381
First United Bank & Trust
Maryland
$489K -$25.6K -238 -5%
SYBT
382
Stock Yards Bank & Trust
Kentucky
$486K +$304K +2,825 +166%
TA
383
Tiedemann Advisors
New York
$482K +$647 +6 +0.1%
CANC
384
Culbertson A N & Co
Virginia
$471K – – –
SC
385
Savant Capital
Illinois
$462K -$6.35K -59 -1%
EC
386
Estate Counselors
Wisconsin
$456K – – –
UBS AM
387
UBS AM
Illinois
$456K -$12.7K -118 -3%
GC
388
Guggenheim Capital
Illinois
$449K -$95.2K -884 -17%
TA
389
Trellis Advisors
Washington
$449K +$449K +4,173 New
WC
390
Whitnell & Co
Illinois
$446K +$15.1K +140 +3%
VWA
391
V Wealth Advisors
Kansas
$442K +$7.94K +70 +2%
CFA
392
Capstone Financial Advisors
Illinois
$438K +$438K +4,077 New
CWM
393
Cahaba Wealth Management
Georgia
$435K -$13.4K -125 -3%
CCM
394
Channing Capital Management
Illinois
$430K -$538K -5,000 -56%
TK
395
TIAA Kaspick
Massachusetts
$430K +$430K +3,998 New
CBU
396
CIBC Bank USA
Illinois
$428K -$68.3K -635 -14%
QCG
397
Quadrant Capital Group
Ohio
$420K – – –
TI
398
Truepoint Inc
Ohio
$417K – – –
GPA
399
Guidance Point Advisors
Massachusetts
$411K +$411K +3,826 New
NWM
400
Northwest Wealth Management
Iowa
$408K -$108 -1 -0%
14 15
16
17 18