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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
1
Bank of America
North Carolina
$512M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$83.8M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$58.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$119M
5
CL
5
Cabana LLC
Arkansas
$44.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$167M
2
CWM
2
Cornerstone Wealth Management
Missouri
$755K
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
Franklin Resources
4
Franklin Resources
California
$66.3M
5
B
5
Bailard
California
$3.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$48.9M +$6.39M +59,375 +15%
ECM
27
ETrade Capital Management
Virginia
$48.4M +$803K +7,469 +2%
LPL Financial
28
LPL Financial
California
$48M +$129K +1,199 +0.3%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$44.7M +$34.1M +317,308 +323%
CL
30
Cabana LLC
Arkansas
$44.3M +$44.3M +411,734 New
BlackRock
31
BlackRock
New York
$43.4M -$4.81M -44,694 -10%
CB
32
Commerce Bank
Missouri
$43.3M +$7.73M +71,891 +22%
MGIA
33
Moneta Group Investment Advisors
Missouri
$39.7M -$3.39M -31,561 -8%
GLI
34
Guardian Life Insurance
New York
$38M – – –
SB
35
Suntrust Banks
Georgia
$37.8M +$8.8M +81,799 +30%
SAM
36
Silvercrest Asset Management
New York
$36.8M +$33.1M +307,908 +896%
SEI Investments
37
SEI Investments
Pennsylvania
$34.1M +$25.8M +234,270 +312%
Citigroup
38
Citigroup
New York
$31.8M -$20.2M -187,473 -39%
Brown Advisory
39
Brown Advisory
Maryland
$30.7M +$22.3M +207,013 +262%
FT
40
Fiduciary Trust
Massachusetts
$29.6M -$1.52M -14,155 -5%
JA
41
JOYN Advisors
Georgia
$29.4M -$3.02M -28,092 -9%
BWM
42
Baystate Wealth Management
Massachusetts
$29.4M +$536K +4,544 +2%
HCM
43
Highfields Capital Management
Massachusetts
$28.7M +$28.7M +267,100 New
Calamos Advisors
44
Calamos Advisors
Illinois
$27.1M -$79.6K -740 -0.3%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$25.6M +$2.3M +21,383 +10%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$25.1M +$4.85M +45,102 +24%
TSW
47
Thompson Siegel & Walmsley
Virginia
$24.2M -$814K -7,573 -3%
EB
48
Eastern Bank
Massachusetts
$22.7M +$50.8K +472 +0.2%
HighTower Advisors
49
HighTower Advisors
Illinois
$22.5M +$7.24M +67,376 +48%
Ameriprise
50
Ameriprise
Minnesota
$22.4M +$3.99M +37,384 +22%
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