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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 %
AAS
451
Annex Advisory Services
Wisconsin
$291K -$4.41K -41 -1%
CIR
452
Clear Investment Research
Georgia
$291K -$2.8K -26 -1%
DY
453
Dowling & Yahnke
California
$286K +$50.3K +408 +21%
HA
454
Heartland Advisors
Wisconsin
$283K +$283K +2,630 New
GCM
455
Gator Capital Management
Florida
$282K – – –
OSAM
456
O'Shaughnessy Asset Management
Connecticut
$282K +$282K +2,620 New
BOTW
457
Bank of the West
California
$279K +$65.2K +607 +30%
JFG
458
JMG Financial Group
Illinois
$278K -$2.58K -24 -0.9%
IWM
459
IHT Wealth Management
Illinois
$278K +$29.9K +278 +12%
SHGA
460
Sand Hill Global Advisors
California
$278K +$49.7K +462 +22%
QCM
461
Quest Capital Management
Texas
$277K +$277K +2,580 New
SAM
462
Sawgrass Asset Management
Florida
$276K – – –
PFC
463
Phocas Financial Corp
California
$275K -$340K – –
EPA
464
Element Pointe Advisors
Florida
$275K +$275K +2,561 New
CL
465
CPWM LLC
Washington
$273K +$273K +2,540 New
1IA
466
1834 Investment Advisors
Wisconsin
$272K – – –
DJSG
467
D.J. St. Germain
Massachusetts
$267K – – –
RCA
468
Rex Capital Advisors
Rhode Island
$260K -$4.51K -42 -2%
FC
469
Ferris Capital
Massachusetts
$260K – – –
IWP
470
Icon Wealth Partners
Texas
$259K -$61.2K -570 -19%
SS
471
Simplicity Solutions
Minnesota
$254K +$254K +2,366 New
DW
472
Domani Wealth
Pennsylvania
$251K – – –
MWA
473
Martel Wealth Advisors
Washington
$250K +$250K +2,329 New
FB
474
Fulton Bank
Pennsylvania
$250K +$60.2K +560 +32%
PA
475
Pinnacle Associates
New York
$248K -$112K -1,038 -31%
17 18
19
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