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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 %
NWS
401
Newport Wealth Strategies
California
$358K +$27.8K +230 +8%
GCM
402
Gator Capital Management
Florida
$349K +$3.99K +30 +1%
JFG
403
JMG Financial Group
Illinois
$347K -$98.3K -740 -22%
RIM
404
Redwood Investment Management
Arizona
$347K +$347K +2,609 New
PA
405
PFG Advisors
Arizona
$343K -$4.51K -37 -1%
PWM
406
Perigon Wealth Management
California
$343K – – –
SAM
407
Sawgrass Asset Management
Florida
$342K – – –
PFC
408
Phocas Financial Corp
California
$340K -$338K – –
WI
409
WrapManager Inc
California
$339K -$18.9K -142 -5%
1IA
410
1834 Investment Advisors
Wisconsin
$336K -$5.32K -40 -2%
SIA
411
Starfire Investment Advisers
Michigan
$332K -$64.9K -489 -16%
DJSG
412
D.J. St. Germain
Massachusetts
$331K – – –
RCA
413
Rex Capital Advisors
Rhode Island
$328K – – –
CI
414
Cambiar Investors
Colorado
$325K +$325K +2,440 New
FC
415
Ferris Capital
Massachusetts
$322K -$41.5K -312 -11%
SFM
416
Signet Financial Management
New Jersey
$312K -$4.39K -33 -1%
DW
417
Domani Wealth
Pennsylvania
$311K -$5.06K -38 -2%
HCM
418
HMS Capital Management
Tennessee
$311K +$311K +2,340 New
PL
419
Plancorp LLC
Missouri
$308K +$308K +2,319 New
IWM
420
IHT Wealth Management
Illinois
$307K -$103K -775 -25%
MFS
421
McNamara Financial Services
Massachusetts
$304K -$3.19K -24 -1%
FANJ
422
Financial Architects (New Jersey)
New Jersey
$298K – – –
TH
423
TCTC Holdings
Texas
$294K – – –
FPTW
424
Franklin, Parlapiano, Turner & Welch
Texas
$294K – – –
MHS
425
M Holdings Securities
Oregon
$291K +$398 +3 +0.1%
15 16
17
18 19