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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 %
LA
401
Leonetti & Associates
Illinois
$359K +$13.2K +100 +4%
WI
402
WrapManager Inc
California
$355K – – –
DP
403
DDD Partners
Washington
$342K +$24.7K +187 +8%
GCM
404
Gator Capital Management
Florida
$342K +$58K +440 +20%
1IA
405
1834 Investment Advisors
Wisconsin
$339K – – –
SAM
406
Sawgrass Asset Management
Florida
$339K – – –
PWM
407
Perigon Wealth Management
California
$339K – – –
PFC
408
Phocas Financial Corp
California
$338K -$312K – –
DJSG
409
D.J. St. Germain
Massachusetts
$328K – – –
RCA
410
Rex Capital Advisors
Rhode Island
$325K -$195K -1,478 -37%
CAL
411
Capital Analysts LLC
Pennsylvania
$320K +$250K +1,892 +357%
SFM
412
Signet Financial Management
New Jersey
$314K +$3.96K +30 +1%
DW
413
Domani Wealth
Pennsylvania
$313K – – –
PA
414
Pinnacle Associates
New York
$313K +$313K +2,373 New
AI
415
Atria Investments
North Carolina
$309K +$309K +2,344 New
GC
416
Guggenheim Capital
Illinois
$306K -$3.02M -22,911 -91%
MFS
417
McNamara Financial Services
Massachusetts
$305K – – –
WT
418
Washington Trust
Rhode Island
$300K – – –
Deutsche Bank
419
Deutsche Bank
Germany
$298K -$6.33M -48,097 -96%
FANJ
420
Financial Architects (New Jersey)
New Jersey
$296K – – –
TH
421
TCTC Holdings
Texas
$292K – – –
FPTW
422
Franklin, Parlapiano, Turner & Welch
Texas
$292K – – –
EARNEST Partners
423
EARNEST Partners
Georgia
$292K +$225K +1,709 +338%
EGA
424
Eagle Global Advisors
Texas
$291K – – –
MHS
425
M Holdings Securities
Oregon
$289K -$11.2K -85 -4%
15 16
17
18 19