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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 %
CC
501
Cassaday & Co
Virginia
$126K – – –
BA
502
Ballew Advisors
Mississippi
$122K +$2.11K +16 +2%
VC
503
Vestor Capital
Illinois
$121K – – –
FHA
504
Flagship Harbor Advisors
Massachusetts
$120K +$120K +910 New
CTC
505
Central Trust Company
Missouri
$118K – – –
WWM
506
Wagner Wealth Management
South Carolina
$109K +$27.6K +210 +34%
BWA
507
BDO Wealth Advisors
Florida
$109K +$38K +289 +54%
MAM
508
Meeder Asset Management
Ohio
$99.6K +$18.6K +141 +23%
AIM
509
Anchor Investment Management
South Carolina
$97.6K – – –
GAM
510
Gemmer Asset Management
California
$96K – – –
SWM
511
SeaCrest Wealth Management
New York
$96K – – –
CFD
512
Creative Financial Designs
Indiana
$95K -$1.72K -13 -2%
CF
513
Centaurus Financial
California
$93K +$93K +706 New
SIM
514
Sonora Investment Management
Arizona
$92K -$3.24K -21 -3%
RBC
515
Roble Belko & Company
Pennsylvania
$90K – – –
S
516
SignatureFD
Georgia
$88K +$60.2K +456 +216%
RWA
517
River Wealth Advisors
Pennsylvania
$87K +$87K +657 New
WIM
518
Westside Investment Management
California
$80.6K – – –
LA
519
Legacy Advisors
Pennsylvania
$78K – – –
BBHC
520
Brown Brothers Harriman & Co
New York
$73K – – –
LIA
521
LS Investment Advisors
Michigan
$73K – – –
WPW
522
Winthrop Partners - WNY
New York
$66K – – –
FNB
523
Farmers National Bank
Kentucky
$61K – – –
VDFA
524
Vickerman & Driscoll Financial Advisors
Washington
$60K -$2.52K -19 -4%
IBOK
525
Independence Bank of Kentucky
Kentucky
$60K – – –
19 20
21
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