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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 %
JWA
401
JFS Wealth Advisors
Pennsylvania
$407K -$75.1K -698 -16%
RFM
402
Royal Fund Management
Florida
$406K -$1.18K -11 -0.3%
LW
403
Linscomb Wealth
Texas
$405K – – –
DLHL
404
Donald L. Hagan LLC
Florida
$405K – – –
CWM
405
CCG Wealth Management
California
$405K +$405K +3,767 New
CRM
406
Cramer Rosenthal McGlynn
Connecticut
$403K +$403K +3,750 New
MAM
407
Meeder Asset Management
Ohio
$395K +$285K +2,654 +260%
NWP
408
Northstar Wealth Partners
Connecticut
$391K -$2.15K -20 -0.5%
RWG
409
Regal Wealth Group
California
$390K +$754 +7 +0.2%
PMG
410
Private Management Group
California
$388K – – –
PAS
411
Professional Advisory Services
Florida
$387K – – –
AF
412
Advisornet Financial
Minnesota
$385K +$249K +2,321 +184%
SIM
413
Sonora Investment Management
Arizona
$382K +$268K +2,024 +234%
ACA
414
Atlas Capital Advisors
Wyoming
$380K +$321K +2,981 +543%
MFW
415
Mosaic Family Wealth
Missouri
$379K +$430 +4 +0.1%
AA
416
Alesco Advisors
New York
$378K – – –
MMHP
417
Murphy Middleton Hinkle & Parker
Georgia
$369K -$29.4K -273 -7%
Fisher Asset Management
418
Fisher Asset Management
Washington
$362K -$74.9K -697 -17%
EAM
419
Evanson Asset Management
California
$358K +$1.08K +10 +0.3%
FNT
420
First National Trust
Pennsylvania
$357K -$194K -1,801 -35%
OCG
421
Opus Capital Group
Ohio
$357K -$188K -1,747 -34%
PA
422
PFG Advisors
Arizona
$357K +$14.8K +122 +4%
AIM
423
Allen Investment Management
New York
$355K – – –
EP
424
Edgestream Partners
New Jersey
$355K +$355K +3,297 New
OBGC
425
O'Brien Greene & Co
Pennsylvania
$352K +$352K +3,275 New
15 16
17
18 19