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iShares Russell 2000 Value ETF
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Overview Fund Activity

619 hedge funds and large institutions have $6.89B invested in iShares Russell 2000 Value ETF in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 212 increasing their positions, 197 reducing their positions, and 40 closing their positions.

Holders
619
Holders Change
+17
Holders Change %
+2.82%
% of All Funds
14.17%
Holding in Top 10
46
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.13%
% of All Funds
1.05%
New
61
Increased
212
Reduced
197
Closed
40
Calls
$14.4M
Puts
$53.2M
Net Calls
-$38.8M
Net Calls Change
-$25.8M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$424M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$67M
3
B
3
Bailard
California
$63.6M
4
Citigroup
4
Citigroup
New York
$64.2M
5
Wells Fargo
5
Wells Fargo
California
$230M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$90.8M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
AG
3
Advisor Group
Arizona
$6.71M
4
NIMC
4
NWQ Investment Management Company
California
$0
5
QIM
5
Quantitative Investment Management
Virginia
$2.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
26
Bailard
California
$63.6M +$57.6M +433,303 +963%
BlackRock
27
BlackRock
New York
$59.6M +$3.49M +26,255 +6%
LPL Financial
28
LPL Financial
California
$59.2M +$2.72M +20,453 +5%
ECM
29
ETrade Capital Management
Virginia
$58.8M -$1.72M -12,944 -3%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$56.8M +$13.3M +100,180 +31%
MGIA
31
Moneta Group Investment Advisors
Missouri
$53.3M -$3.02M -22,682 -5%
US Bancorp
32
US Bancorp
Minnesota
$52.6M +$2.04M +15,316 +4%
GLI
33
Guardian Life Insurance
New York
$47M – – –
CB
34
Commerce Bank
Missouri
$44M +$1.35M +10,179 +3%
JA
35
JOYN Advisors
Georgia
$40.2M +$500K +3,756 +1%
FT
36
Fiduciary Trust
Massachusetts
$38.5M -$695K -5,222 -2%
SB
37
Suntrust Banks
Georgia
$35.9M +$203K +1,525 +0.6%
Calamos Advisors
38
Calamos Advisors
Illinois
$33.7M – – –
BWM
39
Baystate Wealth Management
Massachusetts
$31.2M +$577K +4,536 +2%
TSW
40
Thompson Siegel & Walmsley
Virginia
$31M +$1.98M +14,889 +7%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$28.8M -$2M -15,019 -6%
EB
42
Eastern Bank
Massachusetts
$28M -$51.9K -390 -0.2%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$27.4M +$1.3M +9,892 +5%
RJA
44
Raymond James & Associates
Florida
$26.9M +$3.31M +24,872 +14%
ZF
45
Zhang Financial
Michigan
$25.3M -$652K -4,964 -3%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$25M +$2.17M +16,310 +9%
UB
47
UMB Bank
Missouri
$23.9M +$5.53M +41,612 +30%
ANTB
48
AMG National Trust Bank
Colorado
$23M +$318K +2,394 +1%
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$22.3M +$5.35M +40,253 +32%
SCM
50
Shapiro Capital Management
Georgia
$20.9M +$6.9M +51,901 +49%
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