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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 %
SYBT
426
Stock Yards Bank & Trust
Kentucky
$286K -$27K -205 -9%
FTI
427
Fiduciary Trust International
Massachusetts
$283K – – –
PAM
428
Palisade Asset Management
Minnesota
$282K – – –
SCM
429
Sterneck Capital Management
Missouri
$281K -$29.6K -224 -10%
AWA
430
Arete Wealth Advisors
Illinois
$281K +$12K +91 +4%
SHGA
431
Sand Hill Global Advisors
California
$280K +$280K +2,123 New
WPC
432
Waters Parkerson & Co
Louisiana
$277K – – –
BIC
433
Beach Investment Counsel
Pennsylvania
$274K – – –
VCM
434
Versant Capital Management
Arizona
$273K – – –
MFT
435
Moisand Fitzgerald Tamayo
Florida
$269K -$16.9K -128 -6%
TFCP
436
Twin Focus Capital Partners
Massachusetts
$266K -$93.1K -705 -26%
PGFC
437
Peapack-Gladstone Financial Corp
New Jersey
$265K – – –
IP
438
Intellectus Partners
California
$265K – – –
PSUF
439
People's United Financial
Connecticut
$263K -$98.5K -746 -27%
DIS
440
Diversified Investment Strategies
Louisiana
$263K – – –
MBT
441
Montecito Bank & Trust
California
$261K – – –
WF
442
WealthTrust Fairport
Ohio
$260K – – –
SG
443
StoneX Group
New York
$253K -$9.24K -70 -4%
WF
444
Welch & Forbes
Massachusetts
$253K +$253K +1,923 New
DY
445
Dowling & Yahnke
California
$252K – – –
FCH
446
Freestone Capital Holdings
Washington
$252K – – –
MWAC
447
Mariner Wealth Advisors (Cincinnati)
Ohio
$252K +$9.88K +75 +4%
WCM
448
Weatherstone Capital Management
Colorado
$251K -$16K -121 -6%
BC
449
Brinker Capital
Pennsylvania
$250K -$96K -728 -28%
CI
450
Conning Inc
Connecticut
$249K -$3.95M -29,919 -94%
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