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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 %
PIM
476
Penobscot Investment Management
Massachusetts
$211K -$32.4K -245 -13%
TL
477
TrueWealth LLC
Georgia
$200K +$127K +964 +175%
NC
478
Northpointe Capital
Michigan
$198K -$11.5K -87 -5%
VIA
479
Vantage Investment Advisors
Pennsylvania
$198K +$36.2K +274 +22%
MSA
480
Mason Street Advisors
Wisconsin
$198K – – –
FWM
481
Focused Wealth Management
New York
$190K – – –
PA
482
Parallel Advisors
California
$189K – – –
PCG
483
Private Capital Group
Connecticut
$186K -$6.2K -47 -3%
MCM
484
Manchester Capital Management
Vermont
$185K – – –
MBT
485
Monroe Bank & Trust
Michigan
$177K -$6.58K -50 -4%
APSP
486
Asset Planning Services (Pennsylvania)
Pennsylvania
$172K -$3.03K -23 -2%
TWA
487
TCI Wealth Advisors
Arizona
$170K +$23.1K +175 +16%
AF
488
Allworth Financial
California
$165K – – –
CFG
489
Citizens Financial Group
Rhode Island
$164K +$109K +831 +199%
Carson Wealth (CWM LLC)
490
Carson Wealth (CWM LLC)
Nebraska
$163K -$5.54K -42 -3%
RE
491
RBC Europe
United Kingdom
$162K – – –
CAL
492
Capital Advisors Ltd
Ohio
$161K – – –
SFM
493
Systematic Financial Management
New Jersey
$160K +$22.7K +172 +16%
CWM
494
Cranbrook Wealth Management
Michigan
$155K – – –
CAC
495
Certified Advisory Corp
Florida
$154K – – –
Lazard Asset Management
496
Lazard Asset Management
New York
$145K +$145K +1,100 New
RWP
497
RWA Wealth Partners
Massachusetts
$140K – – –
Rockefeller Capital Management
498
Rockefeller Capital Management
New York
$135K +$135K +1,020 New
JAM
499
Jolley Asset Management
North Carolina
$131K – – –
WCM
500
Wealthcare Capital Management
Virginia
$128K +$4.37K +33 +4%
18 19
20
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