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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 %
PFA
451
Paradigm Financial Advisors
Missouri
$248K -$21.9K -166 -8%
SFA
452
Sequoia Financial Advisors
Ohio
$245K +$7K +53 +3%
Verition Fund Management
453
Verition Fund Management
Connecticut
$244K +$244K +1,853 New
Cerity Partners
454
Cerity Partners
New York
$241K – – –
WTFG
455
Wells Trecaso Financial Group
Ohio
$239K – – –
SIAS
456
Shine Investment Advisory Services
Colorado
$239K +$5.41K +41 +2%
DT
457
Diversified Trust
Tennessee
$238K – – –
CCT
458
Country Club Trust
Missouri
$237K -$2.11K -16 -0.9%
TCOV
459
Trust Company of Vermont
Vermont
$236K +$158K +1,200 +204%
MWM
460
Meridian Wealth Management
Kentucky
$235K – – –
AFP
461
Ausdal Financial Partners
Iowa
$234K -$8.69K -66 -4%
CA
462
Cornerstone Advisory
Maryland
$233K – – –
MWM
463
Mission Wealth Management
California
$232K – – –
KCM
464
Kanawha Capital Management
Virginia
$230K +$230K +1,740 New
AC
465
AFAM Capital
Texas
$229K -$3.96K -30 -2%
OC
466
Oakworth Capital
Alabama
$228K – – –
Lido Advisors
467
Lido Advisors
California
$223K +$223K +1,693 New
CAPTRUST Financial Advisors
468
CAPTRUST Financial Advisors
North Carolina
$221K +$65.6K +497 +42%
NFC
469
Northeast Financial Consultants
Connecticut
$220K – – –
AIM
470
Arcadia Investment Management
Michigan
$218K – – –
W
471
Wealthfront
California
$218K +$218K +1,655 New
RJT
472
Raymond James Trust
Florida
$217K +$217K +1,645 New
DCM
473
Donaldson Capital Management
Indiana
$214K +$214K +1,623 New
SFM
474
Signature Financial Management
Virginia
$214K +$214K +1,625 New
GT
475
Greenleaf Trust
Michigan
$212K +$212K +1,609 New
17 18
19
20 21