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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 %
WAP
426
Wealthcare Advisory Partners
Pennsylvania
$348K +$12.5K +116 +4%
TW
427
Towerpoint Wealth
California
$346K -$30.6K -285 -8%
MIH
428
Madison Investment Holdings
Wisconsin
$345K – – –
CBFP
429
Cedar Brook Financial Partners
Ohio
$345K +$345K +3,211 New
BPA
430
Beacon Pointe Advisors
California
$344K +$344K +3,190 New
MAP
431
Managed Asset Portfolios
Michigan
$341K +$341K +3,171 New
CWM
432
Connecticut Wealth Management
Connecticut
$334K +$2.58K +24 +0.8%
BAM
433
Berkshire Asset Management
Pennsylvania
$333K – – –
MFG
434
Magnus Financial Group
New York
$330K +$330K +3,066 New
WI
435
Wedgewood Investors
Pennsylvania
$329K – – –
PA
436
Parallel Advisors
California
$329K +$172K +1,604 +110%
RG
437
Rikoon Group
New Mexico
$327K +$2.04K +19 +0.6%
PSUF
438
People's United Financial
Connecticut
$325K -$109K -1,014 -25%
SIA
439
Starfire Investment Advisers
Michigan
$325K +$56K +521 +21%
CWS
440
Cypress Wealth Services
California
$318K +$9.45K +88 +3%
BF
441
Blankinship & Foster
California
$313K -$11.2K -104 -3%
3AM
442
3D Asset Management
Connecticut
$311K -$3.66K -34 -1%
TWP
443
Total Wealth Planning
Ohio
$308K +$308K +2,862 New
EK
444
Evensky & Katz
Florida
$305K -$27.6K -257 -8%
MFS
445
McNamara Financial Services
Massachusetts
$304K – – –
APG
446
Abacus Planning Group
South Carolina
$304K +$304K +2,829 New
MFGP
447
Marshall Financial Group (Pennsylvania)
Pennsylvania
$304K +$304K +2,830 New
G
448
GenTrust
Florida
$302K – – –
LA
449
Leonetti & Associates
Illinois
$293K – – –
MAU
450
MRA Associates USA
Arizona
$292K +$292K +2,717 New
16 17
18
19 20